J.P. Morgan Asset Management

Manager Overview

J.P. Morgan provides financial services to local corporations and institutions, multinationals, governments and private credits throughout more than 100 countries. They have operated in the Asia Pacific region for over 150 years and today are present across 17 markets in the region. They aim to promote economic growth and economic inclusion through philanthropic initiatives in the areas of workforce readiness, small business development and financial capability.

Manager's responsible investing approach

J.P. Morgan Asset Management is committed to acting in its clients' best interests consistent with its fiduciary duty, client goals, and legal requirements. It offers ESG focused products that seek to meet financial goals while also meeting client objectives for sustainable outcomes through our sustainable investing solutions.

J.P. Morgan Asset Management uses its proprietary Sustainable and Inclusive Economy (SIE) Investment Framework allows it to allocate capital to the environmental and social challenges that it considers most critical. As a steward of the assets, it takes into consideration factors impacting the value of its investments. J.P. Morgan Asset Management is a signatory to the United Nations Principles for Responsible Investing and Net Zero Asset Managers initiative and other initiatives.

General Details	Exclusions														Inclusions																	UN Goals
Fund Name	Tobacco	Alcohol	Weapons	Fossil fuels	Human rights abuses	Labour rights violations	Environmental damage	Animal testing	Treatment of livestock	Tax avoidance	Gambling	Genetic engineering/GMO	Nuclear power	Adult entertainment	Renewable energy	Climate change solutions	Water management	Circular economy	Sustainable agriculture	Green property	Biodiversity conservation	Healthy rivers & oceans	Reforestation	Gender diversity	Indigenous business	Health & medical products	Social infrastructure	Education	Income & financial inclusion	Sustainable transport	Vocational training	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals
JPMorgan Climate Change Solutions Active ETF (Managed Fund)JPMorgan Climate Change Solutions Active ETF (Managed Fund)	A-Sort C-Sort	C-Sort C-Sort	A-Sort B-Sort	A-Sort B-Sort	A-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	A-Sort	A-Sort	A-Sort	A-Sort	A-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort
JPMorgan Climate Change Solutions Fund - Class A UnitsJPMorgan Climate Change Solutions Fund - Class A Units	A-Sort C-Sort	C-Sort C-Sort	A-Sort B-Sort	A-Sort B-Sort	A-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	A-Sort	A-Sort	A-Sort	A-Sort	A-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort
JPMorgan Sustainable Infrastructure Active ETF (Managed Fund)JPMorgan Sustainable Infrastructure Active ETF (Managed Fund)	A-Sort C-Sort	C-Sort C-Sort	A-Sort B-Sort	A-Sort B-Sort	A-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	A-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	A-Sort	A-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort
JPMorgan Sustainable Infrastructure Fund - Class A UnitsJPMorgan Sustainable Infrastructure Fund - Class A Units	A-Sort C-Sort	C-Sort C-Sort	A-Sort B-Sort	A-Sort B-Sort	A-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	A-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	A-Sort	A-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort

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Funds

JPMorgan Sustainable Infrastructure Fund - Class A Units

Strategy Summary

The investment objective of the Fund is to achieve a return through investing at least 80% of the Fund's assets in equity securities of companies with exposure to the theme of sustainable infrastructure. There are no geographic limits (including emerging markets) on the market exposure of the Fund's assets. The Fund may invest up to 15% of its assets in onshore PRC securities including China A-Shares through the China-Hong Kong Stock Connect Programmes. It may invest a significant portion of its assets in small capitalisation companies and have significant positions in specific sectors or markets.

Key Terms

Status:	Closed	Inception Date:	Nov 2022
Strategy:	Equity Long	Style:	Growth
Geography:	Global	Domicile:	Australia
Investors:	Retail	Min. Investment:	AU$25000
Mgmt. Fee:	0.55%	Perf. Fee:	0%

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