JSS Sustainable Equity – Tech Disruptors Investor Update

During the Webex event, Portfolio Managers Tomasz Godziek and Hüseyin Turan will discuss the fund’s performance achieved with lower volatility than the average Morningstar category. They will then provide an update on the portfolio positioning and outlook on the technology sector.

 Since its launch in May 2018, the strategy continues to focus on the development of emerging and transformative tech trends, and thereby captures the full power of the technological disruption.

Strategy Highlights:

• Strong performance: 9% ahead of the Morningstar Technology category since inception in May 2018*.
• High conviction portfolio of c.40 stocks
• Targets Tech Winners, companies with distinct competitive advantages and unique growth prospects across 3 key tech areas with multiple sub-themes:
  • High-tech products (e.g. robotics, virtual reality, future of mobility)
  • Information processing (e.g. generative AI, cybersecurity, big data, quantum computing)
  • Connectivity (e.g. cloud, 5G, edge computing)
• The portfolio’s diversified nature allows it to better navigate through different phases of the economic cycle and deliver sustained risk-adjusted performance
• Our sustainability integration has been awarded by external providers:
  • “AA” rating by MSCI ESG.
  •  FNG Label.
  • Above average rating (4 sustainability Globes) by Morningstar, indicating that the portfolio has lower financially material environmental, social, and governance risks relative to the peer group.
  • Low Carbon Designation by Morningstar, indicating that the portfolio is well-positioned to transition to a low-carbon economy.

*I USD Acc share class. Past performance is no indicator or guarantee for future performance.

Event details