JNL/S&P 4 Fund Class A (0P00009XZ3)

Overview

The fund is designed to mirror the performance of approximately 150 companies within the S&P 500® Index, representing a diversified portfolio of U.S. equities. It aims to fulfill its investment strategy through a mixture of direct stock purchases, exchange-traded funds (ETFs), and financial derivatives like futures. This approach allows the fund to efficiently manage its asset allocation, accommodate investor cash flow needs, and employ strategies to hedge against various risks. By focusing on a subset of the S&P 500®, the fund intends to offer investors an avenue for potentially stable and growth-oriented returns by capitalizing on the performance of leading U.S. companies.

Products and Services

• Direct Stock Investments

  The fund directly invests in a curated selection of about 150 companies from the S&P 500® Index. This strategy is central to its objective, leveraging the growth potential and stability of these well-established U.S. companies to drive performance.

• Exchange-Traded Funds (ETFs)

  As part of its portfolio management and rebalancing processes, the fund can invest in ETFs. These investments help the fund maintain its strategic asset allocation, provide additional liquidity to accommodate redemption and purchase requests, and facilitate smoother fund operations.

• Financial Futures

  The fund employs financial futures, a type of derivative, to align market exposure with its investment goals. Futures can offer liquidity for managing cash flows, hedge against dividend distributions, and support other activities that are crucial for achieving the fund’s investment objective efficiently.