JNL/American Funds New World Fund Class A (0P0000N419)

Overview

The fund described operates as a feeder fund, which means it primarily invests its resources into another fund, identified here as the master fund, rather than directly into individual stocks or securities. This approach aims to achieve capital appreciation over time for its investors. The master fund's investment strategy is not constrained by the market capitalization of the companies it invests in. This enables the master fund to include a wide range of companies in its portfolio, from those with large market capitalizations to those considered as small-cap stocks. Such a diversified investment strategy is designed to optimize potential returns by leveraging growth opportunities across different sectors and sizes of businesses.

Products and Services

• Feeder Fund Investment

  This service involves investing all assets of the feeder fund into Class 1 shares of the master fund. This type of investment is primarily aimed at investors looking to benefit from capital appreciation over the long term. By pooling resources into the master fund, investors in the feeder fund gain exposure to a diversified portfolio managed by experienced professionals, with the objective of achieving growth.

• Master Fund Portfolio

  The centerpiece of this service is the master fund's portfolio, which is constructed to cater to investors seeking capital growth. The master fund's strategy of not limiting investments based on market capitalization allows for a broad spectrum of investment opportunities. This includes investments in small-cap companies that may offer higher growth potential compared to larger, more established firms. As a result, the master fund's portfolio represents a dynamic mix of companies with varying sizes and growth prospects, managed with the aim of capital appreciation.