JNL/JPMorgan U.S. Value Fund Cl (0P00006BYD)

Overview

The company operates as an investment fund focused on capitalizing on the long-term growth potential of attractively valued securities. It adheres to a strategy of investing at least 80% of its net assets, along with any borrowings for investment purposes, in common stocks. Through the use of an active equity management style, the Sub-Adviser aims to identify stocks that are well-positioned for value appreciation over an extended period. Investments are subject to change based on shifts in a company’s fundamentals or the asset’s valuation, under the Sub-Adviser’s discretion.

Products and Services

• Common Stock Investments
  

  This product focuses on investing in common stocks, utilizing at least 80% of the fund’s net assets plus any borrowing. The main attraction is the active management approach dedicated to identifying stocks that present an attractive valuation in light of their future growth potential.

• Active Equity Management
  

  The service offered by the fund through its Sub-Adviser, who applies an intricate analysis and selection process aimed at recognizing undervalued securities with promising long-term growth prospects. This proactive strategy ensures the portfolio is optimized for potential appreciations in value over the long term.

• Flexible Selling Strategy
  

  The fund retains the capability to sell a security for a variety of reasons, including but not limited to, a fundamental change in the company's situation or a reassessment of the stock's valuation. This flexibility allows the fund to adapt its holdings in accordance with the evolving market and specific financial landscapes, aiming to safeguard and enhance investor capital.