JNL/S&P Managed Growth Fund Class I (0P0001AMKX)

Overview

The described fund operates as a diversified investment platform, targeting a balanced allocation between equity and fixed-income securities, with a portion dedicated to money market securities and alternative investments. The strategic allocation aims to offer investors a blend of growth potential through equity investments and income generation through fixed-income securities, while also exploring opportunities for higher returns via alternative assets and strategies. This dynamic approach allows for adjustment based on changing market conditions, aiming to optimize returns while managing risk.

Products and Services

• Equity Securities Investments

  Allocating approximately 50% to 70% of its assets, this segment focuses on investments in underlying funds primarily involved in equity securities. The objective here is to tap into the growth potential of various companies across different sectors, thereby aiming for capital appreciation as a primary goal. This component is vital for investors seeking long-term growth through stock investments.

• Fixed-Income Securities Investments

  With a 30% to 50% allocation, this area concentrates on underlying funds that primarily invest in fixed-income securities. This segment aims to provide investors with steady income streams through investments in bonds and other debt instruments, which can offer a balance of returns and risk, especially during volatile market periods.

• Money Market Securities Investments

  Investing 0% to 20% of its assets in underlying funds that focus primarily on money market securities, this portion aims at providing liquidity and preserving capital. Money market investments are considered safer and are ideal for investors looking for a lower risk profile or needing short-term cash access.

• Alternative Assets and Strategies

  The fund dedicates 0% to 20% of its assets to underlying funds that invest in alternative assets and employ alternative strategies. This segment is designed for diversification beyond traditional stocks and bonds, exploring investments in commodities, real estate, hedge funds, and private equity. Such alternative strategies may offer higher returns and a hedge against inflation, adding a layer of diversification to the portfolio.