JNL/American Funds Growth Allocation Fund Class A (0P0000VX0M)

Overview

The company presents a unique investment vehicle focused on pooling resources to invest in a diversified portfolio of funds. By allocating its assets across various underlying funds under the American Funds Insurance Series® (AFIS) or the American Funds R6 mutual fund share class, it enables investors to tap into a broad spectrum of opportunities. The investment strategy is meticulously crafted to balance risk and reward, investing a significant portion in equity securities, with a flexible allocation towards fixed-income and money market securities. This structured approach caters to investors looking for diversified investment options within a single fund.

Products and Services

• Equity Securities Investment

  The fund dedicates approximately 60%-100% of its assets to underlying funds focused on equity securities. This allocation is designed for investors seeking growth through investments in stocks across various sectors and geographies, leveraging the potential for capital appreciation.

• Fixed-Income Securities Investment

  About 0%-40% of the fund's assets are allocated to underlying funds that primarily invest in fixed-income securities. This component of the portfolio aims to provide investors with stable income, reduced volatility, and a hedge against market downturns, encompassing bonds and other debt instruments.

• Money Market Securities Investment

  The fund allocates 0% to 20% of its assets to underlying funds investing in money market securities. This segment is targeted at investors looking for liquidity and safety of principal, focusing on short-term, high-quality instruments like treasury bills and commercial paper.