JNL Multi-Manager Mid Cap Fund (0P00018GFK)

Overview

The fund is designed to cater to investors seeking diversified investment in mid-capitalization companies through a blend of growth and value strategies. To achieve its investment objective, the fund commits at least 80% of its total assets, which include net assets and any borrowed amounts for investment purposes, across a variety of mid-capitalization strategies. These strategies are managed by a selection of unaffiliated investment managers, often referred to as "Sub-Advisers," each responsible for overseeing a specific portion of the fund's portfolio. The fund maintains the ability to adjust the allocation among different asset classes, with its advisor actively managing the relative weighting of each class based on changing market conditions and investment opportunities. This approach allows for flexibility in asset allocation, aiming to adapt to the dynamic financial landscape and pursue the goal of balanced growth and value creation for investors.

Products and Services

• Mid-Capitalization Growth and Value Strategies

This product focuses on investing in mid-size companies that show potential for growth or present significant value, aiming to balance the pursuit of growth with the identification of undervalued assets. By allocating funds to both growth and value strategies, the fund seeks to capture the benefits of both investment styles. Growth strategies target companies expected to grow at an above-average pace compared to their industry peers, while value strategies focus on companies that are believed to be undervalued by the market. This dual approach is designed to offer a comprehensive investment solution that leverages the potential advantages of each strategy, potentially leading to enhanced returns while managing risk.

• Flexible Asset Allocation

The fund exhibits a high degree of flexibility in how assets are allocated across different classes. This strategic flexibility allows the fund to respond to market shifts, adjusting its investment focus between growth and value strategies as conditions change. The ability to vary the percentage of assets dedicated to each asset class enables the fund to adapt its investment approach in response to evolving market trends, economic conditions, and investment opportunities. This dynamic asset allocation strategy is a key component of the fund's approach to managing investment risks and pursuing opportunities for returns, aiming to achieve the best possible outcomes for its investors.