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JPMorgan ASEAN (acc) - USD

Ranked 3 out of 6 in - ASEAN over 12 months
All calculations are in USD unless stated

Managed by

Pauline Ng

Singapore-based Pauline Ng is an investment manager for JP Morgan. Ng is responsible for Asian equity funds and she began her career as an Asia excluding Japan telecom analyst for Allianz Dresdener Asset Management. Ng then became a fund manager responsible for Malaysia and emerging markets Asia before moving to JP Morgan in 2005. She studied at Nanyang Technological University and is a Chartered Financial Analyst and Certified Public Accountant.

Chang Qi Ong

Chang Qi Ong, vice president, is a country specialist for Philippines and Vietnam equities and a member of the ASEAN team with the emerging markets and Asia Pacific equities team at JP Morgan Asset Management based in Singapore. He joined the firm in 2011 and prior to this, he worked at Temasek Holdings. Chang Qi graduated from Singapore Management University with a BSc (summa cum laude) in Economics.

Sarinee Sernsukskul

Sarinee Sernsukskul is a country specialist for Indonesian and Thailand equities at J.P. Morgan Asset Management and a member of the ASEAN team within the emerging markets and Asia Pacific (EMAP) equities Team. Based in Singapore, she joined the firm in 2007 from Credit Suisse Securities in Bangkok where she spent six years, most recently as head of research. Prior to joining Credit Suisse, Sarinee worked as an investment analyst with Fidelity Investments in Hong Kong for another two years after being an associate at McKinsey & Company in Bangkok for two years. Sarinee began her career in 1994 with BZW Securities, Bangkok as a senior investment analyst. She obtained a B.A. in Economics & International Relations from Tufts University, Massachusetts and an M.B.A. (Hons) in Finance & Marketing from Sasin Institute of Business Administration.

Objective

The investment policy of the Fund is to enable investors to participate in a managed portfolio consisting primarily of securities with significant assets in, or significant earnings derived from one or more of the countries comprising the Association of South East Asian Nations.

Showing fund performance in Hong Kong View performance globally

Performance

ASEAN over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 3.3%
2017 31.0% 9.4% 5.4% 3.8% 9.4%
2016 8.2% 7.3% 2.8% 3.7% -5.4%
2015 -14.3% 1.5% -5.0% -16.8% 6.9%
2014 5.0% 3.2% 4.4% 1.0% -3.6%
2013 -1.6% 10.7% -4.7% -4.9% -1.8%
2012 25.0% 14.5% -5.8% 10.0% 5.4%
2011 -11.5% -0.1% 0.2% -15.8% 5.0%
2010 35.9% 3.6% 1.1% 19.6% 8.5%
2009 81.2% -5.5% 46.6% 21.0% 8.0%
2008 -58.4% -15.5% -1.4% -28.3% -30.4%
2007 48.2% 13.8% 14.8% 7.4% 5.7%
2006 57.6% 23.8% -3.9% 10.0% 20.6%
2005 14.8% 2.2% 1.9% 5.4% 4.6%
2004 8.8% -0.2% -10.5% 8.9% 11.8%
2003 76.4% -4.2% 18.7% 28.9% 20.3%
2002 4.3% 25.3% -1.2% -16.3% 0.6%
2001 -10.5% -13.8% 3.0% -10.3% 12.4%
2000 -37.3% -5.6% -19.2% -11.0% -7.6%
1999 70.1% 2.3% 63.0% -22.6% 31.8%
1998 -23.2% 1.1% -32.4% -6.9% 20.8%
1997 -44.8% 1.3% -9.3% -23.2% -21.8%
1996 10.7% 9.6% 0.5% -3.2% 3.9%
1995 -2.5% -7.0% 9.7% -4.0% -0.4%
1994 -27.8% -31.9% -1.3% 18.8% -9.6%
1993 213.8% 8.9% 24.4% 28.2% 80.7%
1992 7.5% -2.6% 1.4% -0.9% 9.9%
1991 16.9% 21.5% -5.0% -10.0% 12.6%
1990 -15.6% 4.6% 2.0% -24.9% 5.4%
1989 79.0% 16.3% 21.1% 15.6% 10.0%
1988 48.6% 19.2% 15.3% -1.2% 9.4%
1987 -7.8% 17.5% 32.3% 7.9% -45.1%
1986 83.3% 2.1% 31.8% 21.4% 12.2%
1985 -34.2% -2.4% -6.2% -2.0% -26.6%
1984 -19.8% 1.8% -13.9% -1.6% -7.0%
1983 0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. Hong Kong
  3. Jersey
  4. Macau
  5. Singapore
  6. Sweden
  7. Taiwan

Fund Info

  • Launch date07/07/1983
  • Share Class size1,680Mn
  • Base currencyUSD
  • ISIN HK0000055555

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment1,000

Charges

  • Annual management1.50%

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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).