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JPM Greater China A Dis USD

Ranked 19 out of 25 in - Greater China over 12 months
All calculations are in EUR unless stated

Managed by

Rebecca Jiang

Howard Wang

Howard Wang is a managing director and country specialist for Greater China equities and head of the Greater China team within the Emerging Markets & Asia Pacific Equities team at JP Morgan Asset Management, based in Hong Kong. He joined the firm in 2005 after eight years at Goldman Sachs, where he was managing director and head of the Taipei office. Howard graduated from Yale University with a BA summa cum laude in Economics.

Objective

To provide long-term capital growth by investing primarily in companies from the Peoples Republic of China, Hong Kong and Taiwan ("Greater China"). At least 67% of the Sub-Funds assets (excluding cash and cash equivalents) will be invested in equity securities of companies (including smaller capitalisation companies) that are domiciled in, or carrying out the main part of their economic activity in, a country of Greater China.

Showing fund performance in Ireland View performance globally

Performance

Greater China over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.7% 1.8% -9.2%
2017 36.9% 12.1% 4.8% 6.3% 9.6%
2016 1.5% -8.8% 2.1% 13.4% -3.8%
2015 5.6% 18.3% 2.3% -19.6% 8.6%
2014 20.8% -3.9% 7.6% 6.1% 10.2%
2013 8.3% 3.9% -3.6% 3.9% 4.1%
2012 23.4% 10.6% -1.1% 7.0% 5.4%
2011 -20.6% -5.9% -1.5% -19.1% 5.9%
2010 23.9% 4.4% 2.9% 4.2% 10.7%
2009 61.3% 7.7% 24.7% 9.8% 9.4%
2008 -46.8% -24.5% -5.2% -12.7% -14.9%
2007 35.7% -2.3% 19.3% 24.3% -6.3%
2006 30.6% 9.1% -6.9% 7.6% 19.4%
2005 23.9% 3.5% 8.4% 2.3% 8.0%
2004 -5.7% 6.4% -14.3% 4.3% -0.8%
2003 56.4% -0.7% 13.4% 19.9% 15.9%
2002 -21.7% 11.1% -14.8% -13.3% -4.5%
2001 -28.9% 34.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2018

Top 10 Holdings

Stock Size
Tencent Holdings Ltd ORD 10.12%
Alibaba Group Holding Ltd DR 9.47%
Taiwan Semiconductor Manufacturing Co Ltd ORD 7.23%
AIA Group Ltd ORD 4.92%
Ping An Insurance Group Co of China Ltd ORD 3.59%
Galaxy Entertainment Group Ltd ORD 3.38%
China Merchants Bank Co Ltd ORD 2.76%
Shenzhou International Group Holdings Ltd ORD 2.29%
Jiangsu Hengrui Medicine Co Ltd ORD 2.20%
Postal Savings Bank of China Co Ltd ORD 2.10%
30/06/2018

Registered For Sale In

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

Fund Info

  • Launch date18/05/2001
  • Share Class size233Mn
  • Base currencyUSD
  • ISIN LU0117841782

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).