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Underlying Funds, to seek to ensure that the Underlying Funds' exclusionary Investment Objective: The objective of the Sub-Fund is to provide long-term standards are consistent with the Sub-Fund. capital growth by investing in a multi-asset portfolio, with the potential for At least 90% of the portion of the Sub-Fund invested in assets other than assets typically low to moderate levels of price fluctuations. held for ancillary liquidity purposes and derivatives for efficient portfolio

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Investment Policy:The Sub-Fund will have exposure to a multi-asset portfolio of management, will be invested in UCITS eligible actively managed or index equity and debt securities issued globally, through investing all of its assets tracking collective investment schemes including exchange-traded funds (excluding assets held for ancillary liquidity purposes and derivatives for which are categorised as either SFDR Article 8 or SFDR Article 9 funds. These efficient portfolio management) in UCITS eligible actively managed or index Underlying Funds will be category 1 or 2 for the purposes of the position and tracking collective investment schemes including exchange-traded funds recommendation DOC-2020-03 of the French Autorité des Marchés Financiers which are categorised as either SFDR Article 8 or SFDR Article 9 funds, (AMF). managed by the Investment Manager or other members of JPMorgan Chase & The Sub-Fund is actively managed. The Investment Manager uses the Co ("Underlying Funds"), with no more than 10% of its Net Asset Value in index Benchmark for risk comparison purposes. Though a proportion of the tracking Underlying Funds. The Underlying Funds will be domiciled in Ireland, investments to which it will be exposed through its investments in Underlying Luxembourg or elsewhere in the European Union. Funds are likely to be represented in the Benchmark, the Investment Manager The Sub-Fund will typically have an exposure to equities ranging from 10% to has broad discretion to deviate from its composition, while seeking to maintain 30% of Net Asset Value, and an exposure to fixed income (including short-term a consistent longer-term risk profile with that of the Benchmark. The degree to fixed income) ranging from 70% to 90% of Net Asset Value. While the Sub-Fund which the Sub-Fund may resemble the composition and risk characteristics of will seek to maintain broadly the specified allocation of equity and fixed income exposure, the Sub-Fund's actual exposure to these asset classes may deviate the Benchmark will vary over time and its performance may be meaningfully different. from time to time due to factors such as market value fluctuations or adjustments in the investment universe of the Underlying Funds. The Sub-Fund will not seek to track the performance of or replicate the Benchmark, rather the Sub-Fund will have exposure to a portfolio of equity and The equity exposure of the Sub-Fund's portfolio will comprise mainly shares or debt securities (which may include but will not be limited to Benchmark equity securities relating to large and mid-capitalisation companies. The fixed securities) via direct investment in Underlying Funds which are actively income exposure of the Sub-Fund's portfolio will comprise mainly investment selected with the aim of delivering an investment performance which seeks to grade debt securities issued by governments or corporate issuers, however the achieve the investment objective of the Sub-Fund. Sub-Fund may also have exposure to below investment grade and unrated debt The Sub-Fund may invest in assets denominated in any currency and currency securities. Issuers of the equity and debt securities may be located in any exposure in the Sub-Fund may be managed by reference to the Benchmark. country globally, including emerging markets and China. The Sub-Fund will seek to achieve its investment objective through its strategic The Sub-Fund may, for efficient portfolio management use financial derivative instruments ("FDI"). asset allocation which is based on long-term risk and return expectations The Investment Manager will only invest in Underlying Funds which integrate across asset classes and designed to meet its conservative risk profile, and financially material environmental, social and governance ("ESG") issues as through the selection of Underlying Funds which are managed by the part of the investment process ("ESG Integration"). ESG Integration is the Investment Manager or other members of JPMorgan Chase & Co. systematic inclusion of ESG issues in investment analysis and investment In addition to ESG Integration, as an SFDR Article 8 fund, through its decisions with the goals of managing risk and improving long-term returns. investments in Underlying Funds the Sub-Fund promotes environmental and/ ESG Integration by itself focuses on financial materiality and is therefore only or social characteristics. part of a broader investment process. It is only one of the factors, alongside the Through its investment in the Underlying Funds, at least 51% of the Sub-Fund's Net Asset Value will be exposed to securities which are aligned with the other factors which are described above in the "Investment Policy" section, to be considered in portfolio construction. EUR is the base currency of the Subenvironmental and/or social characteristics that the Sub-Fund promotes and Fund. that follow good governance practices, as measured through the proprietary

Redemption and Dealing:Shares of the Sub-Fund are traded on one or more ESG scoring methodology of the Investment Manager and the investment stock exchanges. Certain market makers and brokers may subscribe and manager of the Underlying Funds and/or third party data. Although the Subredeem Shares directly with JPMorgan ETFs (Ireland) ICAV, and are referred to Fund does not commit to directly investing a minimum proportion of as "Authorised Participants". Other investors who are not Authorised Sustainable Investments, it will be exposed indirectly to Sustainable Participants can purchase and sell Shares daily on a recognised stock Investments, as determined by the investment manager of the Underlying exchange or over-the-counter. Funds, as a result of the Underlying Funds' minimum commitments to Sustainable Investments. Benchmark: 20% MSCI ACWI Index (EUR), 70% Bloomberg Global Aggregate The Sub-Fund seeks to avoid exposure to certain industries and companies / Index Total Return (EUR Hedged), 10% ICE BofA ESTR Overnight Rate Index Total Return (EUR). issuers, based on specific ESG criteria and/or minimum standards of business

Distribution Policy:This Share Class will not pay dividends. practice based on international norms. The Investment Manager will consider For an explanation of some of the terms used in this document, please visit the values and norms based screening in its selection and oversight of the glossary on our website at www.jpmorganassetmanagement.ie.

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