JNL/Invesco Small Cap Growth Fund Class A (0P00003DII)

Overview

The emphasized focus of the fund is on small-capitalization companies, a strategic choice likely tailored to capitalize on the growth potential and agility often associated with smaller firms. By allocating a significant majority of its assets into securities of such entities, the fund seeks to leverage the distinct market dynamics and opportunities presented by this specific segment. This approach, grounded in a disciplined investment criterion that aligns with the market capitalization parameters of the Russell 2000® Index, indicates a well-defined target market scope. The inclusion criterion based on market capitalization—pegging eligibility to the uppermost cap within the Russell 2000® Index over a defined timeframe—demonstrates a methodical strategy aimed at capturing the essence of small-cap investment opportunities while potentially mitigating associated risks.

Products and Services

• Investment in Small-Capitalization Companies

The principal product of the fund revolves around its strategic investment in small-capitalization companies. This is predicated on the belief that such companies offer substantial growth potential, which can lead to significant returns for investors. The fund aims to identify and invest in companies that, at the time of purchase, are classified as small-cap, based on the criteria of having a market capitalization no larger than the largest company in the Russell 2000® Index. This assures investors of a focused investment philosophy concentrating on a segment known for its dynamism and potential for appreciable value increase.