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JPMorgan Eastern (acc) - USD

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

Managed by

Ayaz Ebrahim

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 : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 14.8% 9.9%
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 1.1%

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 date01/02/1971
  • Share Class size265Mn
  • Base currencyUSD
  • ISIN HK0000055639

Purchase Info

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

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).