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JPM China A Dis USD

Ranked 19 out of 153 in - China over 12 months
All calculations are in USD 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 of the Peoples Republic of 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, the Peoples Republic of China.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

China over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.7%
2017 59.1% 13.3% 11.0% 12.2% 12.8%
2016 -4.6% -6.2% -1.5% 13.9% -9.4%
2015 -7.7% 5.4% 9.0% -24.5% 6.5%
2014 6.1% -7.5% 2.6% 0.8% 11.0%
2013 10.7% -2.3% -4.9% 14.3% 4.3%
2012 15.8% 9.0% -6.2% 1.8% 11.3%
2011 -25.2% 2.7% -3.1% -31.4% 9.5%
2010 4.6% -2.6% -7.4% 12.7% 2.8%
2009 65.1% 3.5% 33.8% 7.9% 10.5%
2008 -53.1% -26.0% -3.6% -24.4% -13.1%
2007 66.7% -3.1% 23.1% 42.9% -2.3%
2006 99.8% 27.3% 2.7% 7.9% 41.5%
2005 6.9% -6.4% 3.3% 10.1% 0.5%
2004 -8.2% -3.2% -12.8% 4.3% 4.3%
2003 99.8% -0.2% 18.8% 23.5% 36.5%
2002 -11.4% 4.2% 2.9% -21.4% 5.2%
2001 -7.8% -7.7% 19.9% -28.6% 16.6%
2000 -14.3% 11.7% -10.9% -3.0% -11.1%
1999 62.3% -7.1% 47.6% -10.8% 32.7%
1998 -32.2% -1.3% -33.4% -7.5% 11.4%
1997 -13.2% 2.7% 34.3% 0.0% -37.1%
1996 65.5% 17.5% 4.3% 6.2% 27.2%
1995 -7.5% 0.4% 5.2% 0.7% -13.0%
1994 -16.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date04/07/1994
  • Share Class size1,200Mn
  • Base currencyUSD
  • ISIN LU0051755006

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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