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JPM Indonesia Equity A Acc USD

Ranked 16 out of 24 in - Emerging Markets Asia over 12 months
All calculations are in USD unless stated

Managed by

Stacey Neo

Stacey Neo is an executive director and a country specialist for Malaysian and Singaporean equities and a member of the ASEAN team within the Emerging Markets and Asia Pacific Equities team at JP Morgan Asset Management. She joined the firm in 2012 and prior to this was a vice president with the Institutional Equities Sales team specialising in ASEAN sales at Bank of America Merrill Lynch. Stacey graduated from Nanyang Technological University with a BA in Accountancy. She is a CPA and CFA charterholder.

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.

Objective

To provide long-term capital growth by investing primarily in a portfolio of Indonesian companies. 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 Indonesia. These may include equity securities of smaller companies.

Showing fund performance in Singapore View performance globally

Performance

Emerging Markets Asia over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -5.5% -11.7% 2.7%
2017 17.5% 6.2% 4.5% -2.1% 8.2%
2016 13.4% 9.6% 3.8% 7.5% -7.3%
2015 -20.8% 0.2% -14.5% -21.9% 18.3%
2014 22.1% 17.2% -1.2% 3.6% 1.8%
2013 -19.1% 21.2% -8.5% -21.6% -7.0%
2012 -6.6% 5.9% 5.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2018

Top 10 Holdings

Stock Size
Astra International Tbk PT ORD 9.68%
Telekomunikasi Indonesia (Persero) Tbk Perusahaan Perseroan PT ORD 9.64%
Bank Mandiri (Persero) Tbk PT ORD 7.25%
Bank Rakyat Indonesia (Persero) Tbk PT ORD 7.22%
Bank Central Asia Tbk PT ORD 6.08%
United Tractors Tbk PT ORD 4.45%
Unilever Indonesia Tbk PT ORD 3.93%
Standard Chartered Bank FRN 03-Jul-2018 3.74%
Bank Negara Indonesia (Persero) Tbk PT ORD 3.74%
Kalbe Farma Tbk PT ORD 3.71%
30/06/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Estonia
  5. Finland
  6. France
  7. Germany
  8. Hong Kong
  9. Ireland
  10. Italy
  11. Jersey
  12. Luxembourg
  13. Macau
  14. Netherlands
  15. Norway
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland
  20. Taiwan
  21. United Kingdom

Fund Info

  • Launch date15/03/2012
  • Share Class size05Mn
  • Base currencyUSD
  • ISIN LU0752402288

Purchase Info

  • Min. initial investment35,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

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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).