JNL/Harris Oakmark Global Equit (0P000158T7)

Overview

This fund is designed for investors seeking diversified exposure to global equity markets, with a balanced allocation in both U.S. and non-U.S. companies. By committing at least 80% of its assets in a mixed portfolio of common stocks from various countries, it aims to leverage growth across different economic environments. The fund's strategy involves diversification across at least three countries, balancing investments between 25-75% of its total assets in U.S. companies and an equivalent proportion in non-U.S. companies. This approach allows for flexibility to capture growth in developed markets and emerging markets alike. The fund is open to investing in companies of all sizes, ranging from large-cap to small-cap, thus broadening its investment horizon and potential for returns.

Products and Services

Below is a detailed description of the fund's investment allocations and strategies:

• Diversified Global Equity Portfolio

  The fund's primary offering is a diversified portfolio of common stocks across a broad spectrum of U.S. and non-U.S. companies. The strategy emphasizes geographic diversification with investments in at least three different countries, aiming to balance risk and optimize returns across various market conditions.

• U.S. and Non-U.S. Companies Investment

  With a balanced approach, the fund allocates between 25-75% of its total assets in U.S. companies and a similar proportion in non-U.S. companies. This allocation seeks to capture growth opportunities in both established and emerging markets globally, ensuring investors benefit from diversified exposure.

• Developed and Emerging Markets Exposure

  Recognizing the potential in both developed and emerging markets, the fund considers investments in companies across these regions. This approach allows the fund to leverage the stability of developed markets while also tapping into the rapid growth potential of emerging economies.

• Large-, Mid-, and Small-Capitalization Companies

  The fund's investment is not restricted by the size of the company, with opportunities in large-, mid-, and small-capitalization stocks. This diversity enables the fund to invest in companies with varying levels of market capitalization, potentially enhancing returns and minimizing risks associated with market volatility.