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JPM Asia Pacific Equity A Acc USD

Ranked 10 out of 94 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

Oliver Cox

Oliver Cox is currently a vice president at JP Morgan Asset Management (Japan). He graduated from the University of Manchester, and has worked as an equity analyst at Macquarie Securities Japan and a communications manager at Mitsubishi Electric. He joined JP Morgan Asset Management as a portfolio manager in 2004.

Mark Davids

As a UK smaller companies investment manager at JP Morgan Asset Management, Mark Davids co-managed the JPM UK Smaller Companies fund, the Luxembourg-domiciled JPM Europe Small Cap, as well as JPM Europe Recovery funds. He then moved to Japan to run the group's Core Japan Behavioural Finance fund and currently manages the Asia Pacific ex Japan Behavioural Finance and Japan Strategic Value funds. Davids joined JP Morgan as an investment analyst in 1997. He was promoted to assistant investment manager in 2000 and then to investment manager a year later. Armed with a bachelor’s degree in history and German from the University of Manchester, and a masters degree in international political economy, Davids enjoyed a stint focusing on trade and external relations at the European Commission before joining JP Morgan.

Alice Wong

Objective

To provide long-term capital growth by investing primarily in companies in the Asia Pacific Basin (excluding Japan). At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in equity securities of companies that are domiciled in, or carrying out the main part of their economic activity in, an Asia Pacific Basin country (excluding Japan). Certain countries in the Asia Pacific Basin may be considered emerging market countries.

Showing fund performance in Hong Kong View performance globally

Performance

Asia Pacific Excluding Japan over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.2% -1.8%
2017 44.0% 13.0% 9.3% 7.5% 8.4%
2016 4.0% -0.5% -0.7% 10.9% -5.1%
2015 -7.9% 4.7% -1.0% -15.7% 5.4%
2014 2.7% -0.5% 6.5% -3.9% 0.9%
2013 6.8% 3.6% -7.9% 7.0% 4.5%
2012 22.3% 12.6% -7.1% 8.6% 7.7%
2011 -13.8% 3.4% 0.2% -20.4% 4.6%
2010 25.2% 2.8% -7.5% 20.7% 9.1%
2009 8.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Curacao
  6. Denmark
  7. Estonia
  8. Finland
  9. France
  10. Germany
  11. Greece
  12. Hong Kong
  13. Hungary
  14. Ireland
  15. Italy
  16. Jersey
  17. Liechtenstein
  18. Luxembourg
  19. Macau
  20. Netherlands
  21. Norway
  22. Poland
  23. Singapore
  24. Spain
  25. Sweden
  26. Switzerland
  27. Taiwan
  28. United Kingdom

Fund Info

  • Launch date09/09/2009
  • Share Class size352Mn
  • Base currencyUSD
  • ISIN LU0441854154

Purchase Info

  • Min. initial investment35,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).