Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

JPMorgan Provident Greater China Fund-Invest

Ranked 13 out of 40 in - Greater China over 12 months
All calculations are in USD unless stated

Managed by

Rebecca Jiang

Howard Wang

Howard Wang is a managing director and country specialist for Greater China equities and head of the Greater China team within the Emerging Markets & Asia Pacific Equities team at JP Morgan Asset Management, based in Hong Kong. He joined the firm in 2005 after eight years at Goldman Sachs, where he was managing director and head of the Taipei office. Howard graduated from Yale University with a BA summa cum laude in Economics.

Objective

The Trust is to maximise its long-term capital appreciation in Hong Kong dollar terms. The Trust seeks to achieve the investment objectives through a collective investment scheme managed by the Manager or its Connected Persons. The underlying assets of the Trust will be invested primarily in securities of companies based or operating principally in the People's Republic of China, Hong Kong, Macau or Taiwan ("Greater China Region") and the majority of these companies will be listed on a stock exchange in Hong Kong or Taiwan.

Showing fund performance in Hong Kong View performance globally

Performance

Greater China over : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 2.0% -3.4%
2017 46.4% 12.1% 7.8% 9.8% 10.4%
2016 2.0% -2.9% 0.2% 13.4% -7.5%
2015 -6.2% 5.8% 5.5% -19.8% 4.7%
2014 5.6% -3.3% 6.3% -3.1% 6.0%
2013 11.9% 0.9% -2.9% 8.3% 5.4%
2012 25.6% 13.3% -5.8% 8.4% 8.5%
2011 -23.0% -0.9% 0.9% -25.2% 3.0%
2010 13.4% -1.6% -7.1% 15.6% 7.3%
2009 61.4% 2.6% 29.6% 13.2% 7.3%
2008 -50.7% -21.2% -5.6% -21.8% -15.2%
2007 -4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong

Fund Info

  • Launch date30/07/2007
  • Share Class size463Mn
  • Base currencyHKD

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment1.00%

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