JPM Asia Pacific Equity A Acc USD
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.
Objective
To provide long-term capital growth by investing primarily in companies in the Asia Pacific Basin (excluding Japan). At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in equity securities of companies that are domiciled in, or carrying out the main part of their economic activity in, an Asia Pacific Basin country (excluding Japan). Certain countries in the Asia Pacific Basin may be considered emerging market countries.
Performance
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Rank 37/135 Total Return
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Rank 104/135 Standard Deviation
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Rank 100/135 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 35 | Manulife Global Fd-Asian Equity A | USD | 27.4% |
| 36 | RBC Funds (Lux) Asia ex Japan Equity A USD Cap | USD | 27.3% |
| 37 | JPM Asia Pacific Equity A Acc USD | USD | 27.2% |
| 38 | Threadneedle (Lux)-Asian Focus AU | USD | 26.6% |
| 38 | Threadneedle (Lux)-Asia Contrarian Equity AU | USD | 26.6% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 102 | LO Funds - Asia High Conviction (USD) MA | USD | 11.9 |
| 102 | Mirae Asset Asia Pacific Equity I USD | USD | 11.9 |
| 104 | JPM Asia Pacific Equity A Acc USD | USD | 12.2 |
| 105 | JPMorgan Eastern (acc) - USD | USD | 12.2 |
| 106 | United Asia Fund | USD | 12.2 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 98 | T Rowe Asian ex-Japan Equity I USD | USD | -7.2% |
| 99 | Eastspring Investments-Asian Dynamic A | USD | -7.2% |
| 100 | BGF Asian Growth Leaders A2 USD | USD | -7.3% |
| 100 | JPM Asia Pacific Equity A Acc USD | USD | -7.3% |
| 102 | Nomura Funds Ireland-Asia ex Japan High Conv I USD | USD | -7.3% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -0.2% | ||||
| 2017 | 44.0% | 13.0% | 9.3% | 7.5% | 8.4% |
| 2016 | 4.0% | -0.5% | -0.7% | 10.9% | -5.1% |
| 2015 | -7.9% | 4.7% | -1.0% | -15.7% | 5.4% |
| 2014 | 2.7% | -0.5% | 6.5% | -3.9% | 0.9% |
| 2013 | 6.8% | 3.6% | -7.9% | 7.0% | 4.5% |
| 2012 | 22.3% | 12.6% | -7.1% | 8.6% | 7.7% |
| 2011 | -13.8% | 3.4% | 0.2% | -20.4% | 4.6% |
| 2010 | 25.2% | 2.8% | -7.5% | 20.7% | 9.1% |
| 2009 | 8.7% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Austria
- Bahrain
- Belgium
- Chile
- Curacao
- Denmark
- Estonia
- Finland
- France
- Germany
- Greece
- Hong Kong
- Hungary
- Ireland
- Italy
- Jersey
- Liechtenstein
- Luxembourg
- Macau
- Netherlands
- Norway
- Poland
- Singapore
- Spain
- Sweden
- Switzerland
- Taiwan
- United Kingdom
Fund Info
- Launch date09/09/2009
- Share Class size346Mn
- Base currencyUSD
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ISIN LU0441854154
Purchase Info
- Min. initial investment35,000
- Min. regular additional investment0
Charges
- Annual management1.50%
- Initial investment5