The Fund abstains from investing in companies earning any revenue from tobacco production, thermal coal extraction, or holding assets in capital expenditure related to coal-fired power generation, or the production, distribution, or services of controversial or nuclear weapons. Furthermore, the Fund avoids investing in companies deemed by the Delegated Manager to have failed in adhering to established norms, as outlined in the Principles of the UN Global Compact, the OECD Guidelines for Multinational Enterprises, and the UN Guiding Principles for Business and Human Rights. In terms of partial restrictions, the Fund does not invest in companies deriving more than 10% of their revenues from unconventional oil or gas production, conventional weapons production, or gambling licensing, operations, or support, nor does it invest in those generating over 20% of their revenues from thermal coal production. Companies that derive more than 5% of their revenues from the production, retail, or distribution of adult entertainment are also excluded.

The Fund will invest at least 80% of the Fund's assets in equities of companies that have been identified by the Delegated Manager as well positioned to develop the infrastructure required to facilitate a sustainable and inclusive economy (which includes outcomes such as sustainable ecosystems or equal opportunities), by being significantly engaged in developing such solutions. Companies are selected in relation to the following key sub-themes with no set weighting limit. The Fund focuses on various sub-themes including Environmental Resilience, such as companies that are developing electricity, water or renewables infrastructure, Social Infrastructure such as companies that are investing in medical infrastructure, social housing or education infrastructure, and Improved Connectivity such as companies that are investing in digital infrastructure, transport infrastructure or sustainable logistics.

J.P. Morgan has been a signatory of the Principles for Responsible Investing since 2007. The Sustainable and Inclusive Economy (SIE) Investment Framework that J.P. Morgan uses to allocate capital toward activities that generate positive environmental and social outcomes is aligned with SDGs and is a member of the Sustainability Accounting Standards Board (SASB).