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JPMorgan Asia Growth Fund (acc) - USD

Ranked 2 out of 92 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

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.

Joanna Kwok

Joanna Kwok is a regional specialist for Asia Pacific ex-Japan equities with the Emerging Markets and Asia Pacific (EMAP) Equities Team at JP Morgan based in Hong Kong. She joined the firm in 2002 as an analyst with the Hong Kong bond team and took up her current role in 2005. Prior to joining the firm, Joanna spent three years with Price Waterhouse Coopers in London where she qualified as a chartered accountant and one year in Hong Kong as a senior associate in their banking and capital markets division. Joanna obtained a B.A. (Hons) in Natural Sciences from Downing College, Cambridge University.

Objective

To provide investors with long-term capital appreciation by investing at least 70% of its non-cash assets in equity securities of companies whose predominant business will benefit from, or is related to, the growth in Asian economies. The Fund may invest up to 30% of its non-cash assets in equity securities of companies in non-Asian countries. The Fund may also invest up to 10% of its non-cash assets in non-equity securities in any countries.

Showing fund performance in Hong Kong View performance globally

Performance

Asia Pacific Excluding Japan over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 15.8% 12.6% 8.8%
2016 4.1% -0.5% 2.4% 12.5% -9.2%
2015 -5.9% 5.5% -0.5% -15.0% 5.5%
2014 5.3% -0.1% 3.4% -1.1% 3.1%
2013 3.3% 3.4% -7.2% 5.3% 2.2%
2012 21.3% 13.0% -7.9% 8.2% 7.8%
2011 -24.6% -4.5% 4.4% -25.4% 1.4%
2010 16.5% 0.4% -5.1% 20.4% 1.5%
2009 66.3% -0.8% 44.1% 10.9% 5.0%
2008 -55.9% -20.3% -11.9% -22.4% -19.1%
2007 17.1% 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date14/05/2007
  • Share Class size229Mn
  • Base currencyUSD
  • ISIN HK0000038148

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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