JNL/JPMorgan MidCap Growth Fund Class I (0P00003EGY)

Overview

The fund is designed for investors looking to diversify their investments in mid-cap growth companies, mirroring the market capitalization and growth potential similar to the constituents of the Russell MidCap Growth Index. With a strategy that involves investing at least 80% of its assets in a broad portfolio of common stocks within this segment, the fund aims for balanced growth and risk management. The use of derivatives as a tool for hedging, risk management, and potentially increasing the fund’s income or gains showcases a sophisticated approach to achieving its investment objectives. Additionally, the allowance of up to 20% investment in foreign securities opens the door for international diversification, offering investors potential for exposure to growth outside of the U.S. economy.

Products and Services

• Investments in Mid-Cap Growth Companies

The core of the fund's strategy is its focus on investing primarily in common stocks of companies with market capitalizations that align with the Russell MidCap Growth Index. This ensures investors have exposure to a carefully selected portfolio of mid-cap companies with growth potential.

• Derivative Usage for Hedging and Risk Management

By employing derivatives, the fund introduces a sophisticated method to manage investment risks and protect against potential market volatility. This approach not only aims to safeguard the portfolio but also seeks to enhance the overall returns through strategic hedging techniques.

• Investment in Foreign Securities

Allocating up to 20% of its total assets in foreign securities, the fund offers a gateway to international markets, allowing investors to diversify beyond domestic opportunities. This element of the fund's strategy recognizes the value of global investment exposure in achieving a well-rounded and resilient portfolio.

• Income and Gain Enhancement

The strategic use of derivatives is not limited to hedging and risk management; it is also aimed at increasing the fund’s income and gain. This proactive approach to investment seeks to optimize returns for investors by capitalizing on various financial instruments and markets.