JPMorgan Asset Management – JPMorgan Global Unconstrained Equity Fund Review
Fund objective
JPMorgan Global Unconstrained Equity Fund aims to provide long-term capital growth by investing primarily in an aggressively managed portfolio of companies, globally.
Investment Strategy
At least 67% of JPMorgan Global Unconstrained Equity Fund’s assets (excluding cash and cash equivalents) will be invested in equity securities. Issuers of these securities may be located in any country, including emerging markets. The Sub-Fund may invest in companies of any size (including smaller capitalisation companies) and may have concentrated exposure to certain industry sectors or markets from time to time.
Who is JPMorgan Global Unconstrained Equity Fund suitable for?
JPMorgan Global Unconstrained Equity Fund is only suitable for investors who:
- want an aggressively-managed glDrop us a messageobal equity sub-fund
- seek long-term capital growth through exposure to an aggressively managed portfolio of companies, globally
Dividend or Income payout frequency: N.A.
For additional assessments on product suitability, please obtain professional advice from a qualified Financial Adviser.
What are the key risks of JPMorgan Global Unconstrained Equity Fund?
The value of JPMorgan Global Unconstrained Equity Fund and its dividends and coupons (if any) may rise or fall. You may lose some or all of your investment depending on the performance of the underlying securities. Factors that may affect the performance of these securities include, without limitation, market risks, fluctuations in interest rates and foreign exchange rates, political instability, exchange controls, changes in taxation and foreign investment policies.
Some of the key risks associated with JPMorgan Global Unconstrained Equity Fund are described below:
Market and Credit Risks
- You are exposed to market risk
- You are exposed to currency risk
Liquidity Risks
- You are exposed to liquidity risk
- The Fund is not listed in Singapore and you can redeem only on Dealing Days
Product-Specific Risks
- You are exposed to derivative risk
Investment Fees and Charges
For a limited time (Until 31 Dec 2023), speak to a MAS licensed licensed financial adviser which has committed to offering our readers a flat 1% Subscription fee (Initial Sale Charge) for all Unit Trust Funds investment.
Learn more about the limited time offer on 1% Initial Sales Charge. Terms and conditions may apply.
Where can I get more details about JPMorgan Global Unconstrained Equity Fund
- JPMorgan Asset Management – JPMorgan Global Unconstrained Equity Fund Fact Sheet (Open in New Window)
- JPMorgan Asset Management – JPMorgan Global Unconstrained Equity Fund Product Highlight Sheet (Open in New Window)
- Speak to a licensed licensed financial adviser
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