Australian Market - Investor Desk

This product is likely to be appropriate for a consumer seeking capital growth to be used as a small allocation within a portfolio where the consumer has a high risk/return profile and needs daily access to capital. The minimum suggested holding period is 5 years. To achieve a return through investing in equity securities of companies with exposure to the theme of climate change solutions.

Key Risk

The risk management function of JPMAM provides oversight, coordination, support and a consolidated view of risks and controls to senior management and executive management of the Manager. The function harnesses the support of the various risk management groups of JPMAM, with assistance from regional JPMAM risk personnel, which supervises credit risk arising from counterparty activities conducted on behalf of clients. All investments carry risk. Different strategies may carry different levels of risk, depending on the assets that make up the strategy. The value of the investment may fall for a number of reasons, including the risks set out below, which means that you may lose some or all of the investment. Before making an investment decision, it is important to understand the risks that may affect the value of the investment. While it is not possible to identify every risk relevant to investing in the Fund, that is detailed in the following table significant risks that may affect the investment. Assets with the highest long-term returns may also carry the highest level of short-term risk due to their generally larger fluctuations in returns. The level of risk for each person will vary depending on a range of factors including age, investment timeframe, other investments and risk tolerance. The financial adviser may assist you in determining whether the Fund is suited to the objectives, financial situation and needs including the level of diversification you need. The following table outlines the key risks of the Fund. Investment in the Fund is subject to investment risk, including possible delays in repayment and loss of income and capital invested.

Type of key risk:

Concentration Risk
Counterparty Risk
Thematic Risk
Hedging Risk

Fund Performance:

ESG integration process

The ESG Data and Research Working Group vets and reviews the ESG integration approach of each investment group. The Working Group is chaired by the Global Head of Sustainable Investing, Jennifer Wu, and its members are senior portfolio managers, research analysts and investment stewardship specialists. The Working Group’s review is used to form recommendations that the Sustainable Investing team submit to the Sustainable Investing Oversight Committee (SIOC), which is responsible for approving or rejecting the ESG-integrated status of each investment group. This committee was established in 2021 as part of a comprehensive review of the sustainable investing governance practices, with a particular emphasis on structures for oversight of investment stewardship and ESG integration. Voting members of SIOC include the Chief Investment Officers (CIOs) of all applicable asset classes, thereby gaining oversight and assuming responsibility for the integration of sustainability risk related to the investment decision process. The ESG Data and Research Working Group, alongside the Sustainable Investing team, has developed a 10-metric framework to evaluate ESG integration progress at each critical step of a typical investment process. Investment groups are required to present their ESG integration approach to the Working Group. The process for determining which investment groups are ESG integrated has continued to evolve and improve with the development of the framework (see next page). To receive ESG-integrated status under the current methodology, the investment groups must receive an aggregate score of at least 30 points out of a total of 50 and, for each metric, receive at least a 2 on a scale of 1 to 5. If the investment group does not meet this threshold, the Working Group will discuss the improvements required before it can reapply at a later stage. For those that are successful, the score and feedback are used to form a recommendation that the Sustainable Investing team submits to SIOC for formal approval of the ESG-integrated status.

About the fund

Climate change is one of the biggest challenges that are faced as a society. But companies around the globe are rising to the challenge. Climate Change Solutions Fund invests in a high-conviction portfolio of the forward-thinking companies developing and scaling solutions to address the drivers of climate change, tapping into a wave of innovation across sectors and across the market cap spectrum, while supporting a sustainable future for us all.

(Source: Banyantree)

DISCLAIMER for General Advice: (This document is for general advice only).

This document is provided by Laverne Securities Pty Ltd T/as Investor Desk. Laverne Securities Pty Ltd, CAR 001269781 of Laverne Capital Pty Ltd AFSL No. 482937.

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