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JPMorgan Evergreen Fund

Ranked 10 out of 36 in - Flexible USD over 12 months
All calculations are in USD unless stated

Managed by

Leon Goldfeld

Objective

The investment policy of the Fund is to seek to produce a competitive total return in different market conditions. The Fund seeks to achieve this through an actively managed portfolio of collective investment schemes managed by the Manager, its connected parties or external parties. The allocation to the underlying collective investment schemes will be continually monitored and reviewed and changes will be made to ensure that the Fund's objective can be achieved.

Showing fund performance in Singapore View performance globally

Performance

Flexible USD over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6% -0.2% 2.4%
2017 18.8% 4.4% 4.2% 4.0% 5.1%
2016 1.2% -2.2% 0.2% 3.9% -0.6%
2015 -1.5% 2.8% 0.6% -8.3% 3.8%
2014 -0.2% -0.6% 2.3% -3.0% 1.2%
2013 14.0% 4.6% -1.2% 5.6% 4.5%
2012 8.4% 7.5% -4.0% 3.4% 1.6%
2011 -6.0% 1.1% 0.1% -9.4% 2.5%
2010 10.7% 2.7% -4.3% 8.0% 4.4%
2009 21.1% -4.2% 13.5% 9.1% 2.2%
2008 -19.4% -4.7% 0.3% -8.3% -8.1%
2007 8.5% 2.9% 3.1% 3.8% -1.4%
2006 12.9% 4.2% -0.9% 2.7% 6.4%
2005 12.4% 1.3% 0.3% 3.7% 6.7%
2004 -0.3% 0.0% 7.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong
  2. Macau
  3. Singapore

Fund Info

  • Launch date01/03/2004
  • Share Class size33Mn
  • Base currencyUSD
  • ISIN HK0000055829

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment1,000

Charges

  • Annual management0.50%

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