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The investment objective of the Fund is to provide returns that correspond to those of its index, the JP Morgan Diversified Factor Global Developed (Region Aware) Equity Index, less fees and expenses. The Fund uses a passively managed, index-tracking strategy and invests in large- and mid-cap stocks from Developed Markets globally. The Index applies a two-step, rules-based approach: it first allocates regional weights according to the FTSE Developed Index and then weights sectors equally based on volatility. It selects stocks using an overall multi-factor score that equally weights value, momentum and quality factors. Value targets stocks trading at lower prices relative to their fundamental characteristics, momentum targets stocks that have exhibited higher returns relative to their volatility, and quality targets financially stable stocks based on measures including solvency, profitability and earnings quality. The Fund may use financial derivative instruments for efficient portfolio management.

The investment objective of the Fund is to provide returns that correspond to the performance of the JP Morgan Diversified Factor Global Developed (Region Aware) Equity Index, less fees and expenses. The Fund uses a passively managed, index-tracking strategy and invests in large- and mid-cap stocks from Developed Markets globally. The Index applies regional weights based on the FTSE Developed Index and uses a rules-based approach to select stocks according to equally weighted value, momentum and quality factors. Value measures the tendency of stocks trading at lower prices relative to their fundamental characteristics to generate attractive long-term returns; momentum considers stocks that have recently delivered higher returns relative to their volatility; and quality focuses on financially stable stocks with strong solvency, profitability and earnings characteristics.