JNL/Oppenheimer Global Growth Fund Class A (0P00003DHE)

Overview

This fund targets investors looking for a diversified portfolio across the global equities market, including both U.S. and international stocks. It focuses on companies from developed markets like the United States, Western Europe, and Japan but also retains the flexibility to invest in developing or emerging markets without any geographical constraints. The strategy primarily encompasses investments in mid- to large-capitalization companies, ensuring a blend of stability and growth potential in the portfolio. The fund's broad mandate to invest in at least three countries reflects its global investment perspective and commitment to diversification.

Products and Services

The fund offers a variety of investment opportunities tailored to meet the needs of investors seeking global market exposure:

• Common Stocks of U.S. and Foreign Companies: The core of the fund's investments, focusing on equities from a broad range of industries and countries. This approach aims to capture growth opportunities in both established and emerging markets.
• Investments in Developed Markets: A significant emphasis on developed markets such as the United States, Western European countries, and Japan. These markets offer stability and a predictable regulatory environment, making them attractive to conservative investors.
• Flexibility in Emerging Markets: While the fund prioritizes investments in developed markets, it maintains the ability to invest in emerging or developing markets. This flexibility allows for higher growth potential, catering to investors with a higher risk tolerance.
• Mid- and Large-Capitalization Companies: The fund primarily invests in companies with medium to large market capitalizations, balancing the benefits of stability found in large-cap companies with the growth opportunities of mid-cap firms.
• Global Diversification: By investing in at least three different countries, the fund spreads its risk across various markets and economies, reducing potential volatility and offering investors a smoother return profile over time.