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JPMorgan Vietnam Opportunities (acc) - USD

Ranked 4 out of 12 in - Emerging Markets Asia over 12 months
All calculations are in USD unless stated

Managed by

Chate Benchavitvilai

Chang Qi Ong

Chang Qi Ong, vice president, is a country specialist for Philippines and Vietnam equities and a member of the ASEAN team with the emerging markets and Asia Pacific equities team at JP Morgan Asset Management based in Singapore. He joined the firm in 2011 and prior to this, he worked at Temasek Holdings. Chang Qi graduated from Singapore Management University with a BSc (summa cum laude) in Economics.

Isaac Thong

Isaac Thong, CFA, is an associate and country specialist for ASEAN equities and a member of the ASEAN team within the Emerging Markets and Asia Pacific Equities team at JP Morgan Asset Management, based in Singapore. He joined the firm in 2013 and prior to this worked at Maybank Asset Management where he was a senior investment analyst covering South Asian equities within the commodities space. Isaac graduated from McGill University with a BA in Commerce.

Objective

The investment objective of the Fund is to provide investors with long-term capital growth by investing primarily in securities of companies either (i) domiciled or listed on a stock exchange in Vietnam, or (ii) with actual or prospective operations, assets or investments, direct or indirect, in Vietnam in an aggregate amount of not less than either US$50 million or 10 per cent. of the gross assets of the investing company (albeit such operations, assets or investments may at the time of investment be immaterial to the financial results of such company).

Showing fund performance in Hong Kong View performance globally

Performance

Emerging Markets Asia over : 30/11/2017 - 30/11/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 21.9% -18.1% 3.4%
2017 49.0% 9.0% 9.8% 3.6% 20.1%
2016 13.6% -0.9% 12.9% 11.3% -8.7%
2015 -1.1% -1.7% 7.1% -8.1% 2.1%
2014 10.0% 16.8% -3.9% 4.9% -6.7%
2013 25.2% 14.3% 0.5% 6.7% 2.2%
2012 30.1% 22.6% -1.8% -0.8% 9.0%
2011 -18.4% -8.4% -1.3% -2.6% -7.3%
2010 0.8% -0.9% -5.4% -0.1% 7.5%
2009 55.6% -7.2% 35.5% 35.7% -8.9%
2008 -61.1% -36.1% -19.2% 0.4% -25.1%
2007 21.6% 25.6% 1.5% 1.2% -5.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong
  2. Macau
  3. Singapore

Fund Info

  • Launch date27/11/2006
  • Share Class size319Mn
  • Base currencyUSD
  • ISIN HK0000055811

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).