JNL/S&P Managed Aggressive Growth Fund Class I (0P0001AMKY)

Overview

The described fund is a diversified investment vehicle that aims to cater to investors seeking a balanced exposure across various asset classes including equity securities, fixed-income securities, money market instruments, and alternative assets and strategies. By allocating assets across different underlying funds within specified ranges, the fund strives to create a portfolio that balances potential returns with risk management. The flexibility in asset allocation allows the fund to adapt to changing market conditions, making it suitable for investors with a moderate risk tolerance and a long-term investment horizon.

Products and Services

The fund offers a comprehensive range of investment options across multiple asset classes through its strategic allocation to underlying funds. Each investment option is designed to target specific investor needs and market conditions.

• Equity Securities Investments

Allocating between 70% to 100% of its assets, this option focuses on underlying funds that primarily invest in stocks. It aims to provide growth potential by capitalizing on the performance of companies across various sectors and geographies. Suitable for investors seeking capital appreciation over the long run.

• Fixed-Income Securities Investments

With an allocation range of 0% to 30%, this option invests in underlying funds focused on bonds and other debt instruments. It aims to offer investors stable income with lower risk compared to equities. This option is well-suited for conservative investors or for diversification purposes in a broader investment portfolio.

• Money Market Securities Investments

Allocating 0% to 20% of its assets, this investment option targets underlying funds investing in short-term money market instruments. It is designed for investors looking for liquidity and lower risk. The goal is to provide a safe avenue for parking funds while earning a return that is typically higher than a regular savings account.

• Alternative Assets and Strategies Investments

This option allocates 0% to 20% to underlying funds investing in alternative assets and employing alternative strategies. It is aimed at diversifying the investment portfolio beyond traditional stocks and bonds. Investments may include commodities, real estate, hedge funds, and private equity. Suitable for investors looking to hedge against inflation and volatility or seeking higher returns through more sophisticated investment approaches.