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JPMorgan SAR Asia Pacific Behavioural Finance A

Ranked 21 out of 92 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

Oliver Cox

Oliver Cox is currently a vice president at JP Morgan Asset Management (Japan). He graduated from the University of Manchester, and has worked as an equity analyst at Macquarie Securities Japan and a communications manager at Mitsubishi Electric. He joined JP Morgan Asset Management as a portfolio manager in 2004.

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.

Alice Wong

Objective

To provide investors with long-term capital growth in HK dollar terms by investing primarily in securities of companies based or operating principally in the Asia Pacific Basin (excluding Japan). The Trust utilizes the behavioural finance approach, which exploits the impact of human psychological biases on stock markets, through the systematic investment in securities chosen for their momentum (i.e. growth trend) and value characteristics.

Showing fund performance in Hong Kong View performance globally

Performance

Asia Pacific Excluding Japan over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 12.3% 7.2% 6.1%
2016 4.7% 0.0% -0.9% 10.6% -4.5%
2015 -7.2% 5.7% -1.1% -15.5% 5.0%
2014 3.1% 0.1% 5.8% -3.1% 0.5%
2013 7.0% 4.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong

Fund Info

  • Launch date02/04/2013
  • Share Class size201Mn
  • Base currencyHKD
  • ISIN HK0000128428

Purchase Info

  • Min. initial investment16,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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