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JPMorgan Eastern Smaller Companies (acc) - USD

Ranked 6 out of 13 in - Asia Pacific Small & Medium Companies over 12 months
All calculations are in USD unless stated

Managed by

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.

Rajendra Nair

Rajendra Nair was born in Mumbai in 1978 and studied his bachelors in commerce at the University of Mumbai. He started his career at JP Morgan securities in 2000 becoming vice president and head of futures & options. After five years he moved to JF Asset Management as executive director. Rajendra is an associate chartered accountant in India, CFA charterholder and financial risk manager (Global Association of Risk Professionals Inc, USA). Outside fund management he enjoys running.

Objective

The investment policy of the Fund is to provide investors with long term capital growth by investing primarily in the securities of small to medium sized 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 Small & Medium Companies over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 11.7% 6.0% 3.2%
2016 4.5% 1.8% 2.0% 11.7% -9.9%
2015 2.1% 4.7% 4.3% -10.6% 4.6%
2014 5.0% 0.8% 4.4% 0.2% -0.4%
2013 15.3% 9.4% -4.0% 2.2% 7.4%
2012 32.8% 18.5% -6.7% 12.9% 6.4%
2011 -29.8% -2.4% 0.7% -26.1% -3.3%
2010 18.8% 1.8% -6.6% 24.2% 0.6%
2009 106.3% 4.7% 50.2% 19.9% 9.5%
2008 -62.4% -22.5% -10.0% -26.2% -27.1%
2007 35.8% 6.3% 20.9% 6.2% -0.5%
2006 20.9% 10.7% -7.9% 4.2% 13.8%
2005 21.9% 8.3% 2.0% 4.8% 5.3%
2004 6.1% -0.7% -17.1% 10.9% 16.2%
2003 98.6% 1.6% 26.4% 22.8% 26.0%
2002 2.4% 26.3% -6.1% -17.7% 4.9%
2001 11.1% 2.2% 8.7% -19.2% 23.8%
2000 -25.6% 13.1% -20.1% -1.5% -16.5%
1999 76.9% -2.5% 31.9% 4.3% 31.9%
1998 -14.3% 3.4% -23.2% -4.2% 12.6%
1997 -25.2% -0.6% 10.4% 2.2% -33.3%
1996 23.4% 11.4% 2.8% 1.0% 6.8%
1995 -3.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date02/12/1991
  • Share Class size173Mn
  • Base currencyUSD
  • ISIN HK0000055647

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).