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JPMorgan Eastern (acc) - USD

Ranked 24 out of 94 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

Ayaz Ebrahim

Ayaz Ebrahim is a portfolio manager and the co-head of the Asia Pacific regional team at JP Morgan Asset Management in Hong Kong. Before joining the company in September 2015, Ayaz he worked at Amundi Hong Kong, where he spent more than five years as the CIO of Asia ex-Japan equities and deputy CEO. Prior to that, he was the CIO, Asia Pacific, for both HSBC Global Asset Management and Deutsche Asset Management. From 1991 to 2002, he worked at Crédit Agricole Asset Management Hong Kong, now named Amundi Hong Kong, initially as an investment manager and subsequently as CIO for Asia. He holds a degrees in civil law and accountancy.

Robert Lloyd

Robert Lloyd is a country specialist for Japan equities and a member of the Japan Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team at J.P. Morgan Asset Management. Based in Hong Kong, he joined the Firm in Tokyo in 2005 and then transferred to Hong Kong in 2009. Robert previously spent three years with UBS Asset Management in Tokyo as an investment analyst, initially for risk management and latterly for Japanese equities. He began his career as a collateral analyst in the credit group of Deutsche Bank, Tokyo. Robert obtained a B.A. in Literature and Linguistics from the University of Montana, USA.

Objective

The investment policy of the Fund is to provide investors with long term capital growth by investing primarily in the securities of companies in the Asia-Pacific region, excluding Japan and Australia except the Manager may, from time to time, invest in Japan and Australia when appropriate investment opportunities arise.

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 1.6% -5.4%
2017 47.6% 14.8% 9.9% 7.9% 8.4%
2016 4.3% -2.1% 1.6% 14.1% -8.1%
2015 -9.3% 3.1% 0.4% -16.3% 4.7%
2014 -1.4% -4.0% 5.4% -3.0% 0.4%
2013 5.7% 1.4% -5.4% 6.8% 3.2%
2012 21.4% 11.6% -7.3% 8.8% 7.8%
2011 -22.2% 1.8% -0.7% -26.3% 4.4%
2010 18.9% 0.1% -9.6% 18.3% 11.1%
2009 73.8% 0.6% 35.8% 19.0% 7.0%
2008 -55.0% -17.8% -7.0% -25.1% -21.5%
2007 41.6% 0.5% 20.8% 18.0% -1.0%
2006 26.9% 5.8% -8.2% 8.5% 20.4%
2005 23.3% 0.6% 2.9% 9.7% 8.5%
2004 15.3% 6.3% -10.4% 5.9% 14.4%
2003 40.5% -9.8% 18.5% 15.2% 14.1%
2002 -13.2% 10.7% -7.9% -14.8% -0.1%
2001 -6.5% -9.2% -3.8% -18.8% 31.6%
2000 -23.0% 8.5% -15.3% -10.1% -6.8%
1999 133.0% 5.0% 52.2% -7.8% 58.0%
1998 -17.4% 0.8% -22.1% -5.0% 10.8%
1997 -33.2% -3.8% 7.6% -10.4% -28.0%
1996 15.4% 9.8% -2.1% -0.8% 8.3%
1995 7.0% -1.2% 8.3% -1.1% 1.1%
1994 -23.0% -25.9% -0.9% 16.8% -10.2%
1993 174.6% 11.7% 17.9% 23.2% 69.3%
1992 22.9% 9.3% 12.6% -6.4% 6.8%
1991 18.4% 16.9% 0.1% -3.5% 4.8%
1990 -12.1% 2.6% 7.5% -24.7% 5.9%
1989 60.4% 15.5% 3.0% 24.9% 8.0%
1988 44.1% 15.2% 13.0% -0.8% 11.7%
1987 -19.0% 12.2% 25.0% 16.8% -50.5%
1986 65.0% -1.6% 13.0% 20.3% 23.3%
1985 12.0% 1.3% 9.2% -1.7% 3.0%
1984 -8.1% 3.4% -15.2% 2.3% 2.5%
1983 14.3% 20.7% 1.7% -14.3% 8.5%
1982 -38.9% -20.8% 5.7% -22.3% -6.0%
1981 5.5% 4.6% 28.4% -35.1% 21.1%
1980 74.3% -8.8% 36.4% 16.1% 20.7%
1979 -0.4% 28.5% 12.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date01/02/1971
  • Share Class size217Mn
  • Base currencyUSD
  • ISIN HK0000055639

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).