Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.78% 344.40M -- 44.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-17.58M 8.25%

Basic Info

Investment Strategy
The Fund seeks high total return from current income and capital appreciation. Under normal circumstances, the Fund will invest at least 80% of its net assets in fixed-income instruments which include securities issued or guaranteed by companies, financial institutions and government entities in emerging market countries.
General
Security Type Insurance Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Emerging Markets Global HC
Peer Group Emerging Mrkts Hard Currency Debt Funds
Global Macro Bond Emerging Markets
US Macro Emerging Markets Debt Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Emerging Mrkts Hard Currency Debt Funds
Fund Owner Firm Name Jackson
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 71
-86.59M Peer Group Low
285.34M Peer Group High
1 Year
% Rank: 67
-17.58M
-591.20M Peer Group Low
1.413B Peer Group High
3 Months
% Rank: 24
-224.65M Peer Group Low
1.549B Peer Group High
3 Years
% Rank: 88
-4.141B Peer Group Low
2.350B Peer Group High
6 Months
% Rank: 43
-309.43M Peer Group Low
2.598B Peer Group High
5 Years
% Rank: 81
-3.282B Peer Group Low
3.637B Peer Group High
YTD
% Rank: 77
-86.59M Peer Group Low
285.34M Peer Group High
10 Years
% Rank: 12
-4.550B Peer Group Low
8.830B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
11.67%
3.34%
1.00%
-14.78%
9.73%
7.29%
8.84%
0.60%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
7.30%
-0.03%
11.79%
4.85%
1.96%
-15.30%
9.63%
8.19%
8.39%
0.72%
13.48%
7.11%
-3.99%
-13.34%
16.25%
4.69%
14.58%
2.57%
7.73%
3.52%
-0.21%
-5.05%
6.99%
7.20%
7.86%
0.48%
14.93%
5.04%
-2.22%
-14.84%
11.78%
7.73%
12.18%
1.01%
As of February 05, 2026.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (2-4-26) 0.00%
30-Day SEC Yield (12-31-25) 5.10%
7-Day SEC Yield --
Number of Holdings 146
Bond
Yield to Maturity (9-30-25) 6.45%
Effective Duration 3.45
Average Coupon 5.58%
Calculated Average Quality 4.577
Effective Maturity 7.285
Nominal Maturity 13.58
Number of Bond Holdings 137
As of September 30, 2025

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.33%
Stock 0.00%
Bond 98.07%
Convertible 0.00%
Preferred 0.00%
Other 0.60%
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Top 10 Holdings

Name % Weight Price % Change
JNL Government Money Market Fund Institutional 4.89% 1.00 0.00%
Banco de Credito del Peru BCP 3.25 09/30/2031 FLT USD Corporate RegS '26 2.25% 98.95 0.02%
COSAN OVERSEAS LTD 8.25%
2.14% -- --
CEMEX, Sociedad Anonima Bursatil de Capital Variable CEMSAB 5.125 12/31/2099 FLT USD Corporate RegS '26 1.95% 99.88 0.02%
United Mexican States MEX 6.338 05/04/2053 FIX USD Sovereign 1.95% 94.47 -0.01%
DBS GROUP HOLDINGS LTD 10-MAR-2031
1.94% -- --
UNITED OVERSEAS BANK LTD 1.75% 16-MAR-2031
1.85% -- --
OVERSEA-CHINESE BANKING CORPORATION LTD 15-JUN-2032
1.80% -- --
Lima Metro Line 2 Finance II Limited LIMAME 4.35 04/05/2036 FIX USD Corporate RegS 1.74% 97.21 0.04%
RUTAS 2 AND 7 FINANCE LIMITED RUTAAND 0.0 09/30/2036 FIX USD Corporate RegS 1.68% 76.32 0.04%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee 0.62%
Administration Fee 613.1K%
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product Yes
Available for RRSP No
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 0.00 None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The Fund seeks high total return from current income and capital appreciation. Under normal circumstances, the Fund will invest at least 80% of its net assets in fixed-income instruments which include securities issued or guaranteed by companies, financial institutions and government entities in emerging market countries.
General
Security Type Insurance Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Emerging Markets Global HC
Peer Group Emerging Mrkts Hard Currency Debt Funds
Global Macro Bond Emerging Markets
US Macro Emerging Markets Debt Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Emerging Mrkts Hard Currency Debt Funds
Fund Owner Firm Name Jackson
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (2-4-26) 0.00%
30-Day SEC Yield (12-31-25) 5.10%
7-Day SEC Yield --
Number of Holdings 146
Bond
Yield to Maturity (9-30-25) 6.45%
Effective Duration 3.45
Average Coupon 5.58%
Calculated Average Quality 4.577
Effective Maturity 7.285
Nominal Maturity 13.58
Number of Bond Holdings 137
As of September 30, 2025

Fund Details

Key Dates
Launch Date 9/25/2017
Share Classes
LP40215535 A
Attributes
Inverse Fund No
Leveraged Fund --
Currency Hedged Fund --
Socially Responsible Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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