JNL/JPMorgan Hedged Equity Fund (0P0001D9QY)

Overview

This investment fund primarily focuses on equity securities of companies listed on the Nasdaq, dedicating at least 80% of its resources to such investments. This includes not only direct assets but also any funds borrowed explicitly for investment purposes. The fund aims to meet its investment objective through an actively managed portfolio, with a particular emphasis on securities that are part of the Nasdaq-100 Index®. Despite its concentrated investment strategy, the fund operates on a non-diversified basis, meaning it may allocate its investments into a relatively smaller number of securities compared to diversified funds.

Products and Services

• Equity Securities of Nasdaq Listed Companies

The fund invests primarily in equity securities, such as stocks, of companies that are listed on the Nasdaq stock exchange. This approach provides investors with exposure to a broad spectrum of technological and innovation-driven companies.

• Actively Managed Portfolio

Investments are actively managed by the fund's investment team, which selects securities based on a strategic assessment of each company's potential for growth and profitability, among other factors. This active approach aims to capitalize on market trends and individual company performances to achieve the fund's investment objective.

• Securities in the Nasdaq-100 Index®

Part of the fund's strategy includes investing in securities that are part of the Nasdaq-100 Index®, a basket of the 100 largest non-financial companies listed on the Nasdaq stock exchange based on market capitalization. This focus targets some of the most influential and high-performing companies in the index, offering the potential for significant returns.

• Non-diversified Status

As a non-diversified fund, it concentrates its investments more narrowly than diversified funds. While this can lead to higher returns if the selected securities perform well, it also involves a higher level of risk since the fund's performance is more closely tied to the fortunes of fewer companies.