JNL/Vanguard Moderate Growth ETF Allocation A (0P0001AMK1)

Overview

The described company operates as an investment fund that focuses on diversifying its portfolio through investments in a range of Underlying Exchange-Traded Funds (ETFs). It adheres to a strategy of allocating its resources to both equity securities and fixed income securities, with a predetermined target allocation aimed at balancing risk and return. Equity investments constitute a larger portion of the fund's assets, aiming to capitalize on long-term growth opportunities, while the fixed income securities and cash alternatives allocation serve to provide stability and income.

Products and Services

The fund offers a structured investment strategy through two main categories of products:

• Underlying ETFs investing in Equity Securities

  This category comprises ETFs focused primarily on investing in equity securities, aiming to harness growth in various sectors and geographies. The fund targets allocating between 50% to 70% of its assets, with an ideal target of 60%, to this category. Investments are selected based on their potential for appreciation, diversifying across different industries to mitigate risks while seeking to maximize returns.

• Underlying ETFs investing in Fixed Income Securities and Cash Alternatives

  In this category, the fund includes ETFs that are primarily invested in fixed income securities and/or cash alternatives. The allocation range for this category is set between 30% to 50% of the fund's assets, with a target allocation of 40%. This portion of the portfolio aims to offer investors a stable income stream while providing a buffer against the volatility often associated with equity investments. The focus is on securities that offer lower risk and are characterized by their income-generating capabilities.