Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

JPM Greater China A Dis USD

Ranked 42 out of 144 in - Greater 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 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 globally. You can view performance in individual jurisdictions.

Performance

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

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.7%
2017 55.8% 13.7% 11.7% 10.2% 11.4%
2016 -1.4% -4.3% -0.5% 14.7% -9.8%
2015 -5.2% 5.0% 6.2% -19.5% 5.6%
2014 6.1% -3.9% 6.9% -2.1% 5.5%
2013 13.2% 1.2% -2.4% 8.2% 5.9%
2012 25.3% 13.5% -5.8% 8.5% 8.0%
2011 -23.2% -0.4% 0.7% -25.2% 2.4%
2010 15.8% -1.5% -6.9% 16.2% 8.8%
2009 66.5% 2.9% 31.7% 14.4% 7.4%
2008 -49.4% -18.2% -5.7% -22.2% -15.8%
2007 50.5% -1.4% 21.1% 30.8% -3.7%
2006 46.0% 12.0% -1.6% 6.6% 24.2%
2005 7.5% -1.1% 0.9% 1.9% 5.7%
2004 1.6% 3.7% -15.2% 6.4% 8.6%
2003 88.0% 3.2% 19.3% 21.6% 25.5%
2002 -7.7% 8.8% -3.6% -13.2% 1.4%
2001 -23.5% 31.8%

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. Ireland
  13. Italy
  14. Jersey
  15. Liechtenstein
  16. Luxembourg
  17. Macau
  18. Netherlands
  19. Norway
  20. Singapore
  21. Spain
  22. Sweden
  23. Switzerland
  24. Taiwan
  25. United Kingdom

Fund Info

  • Launch date18/05/2001
  • Share Class size290Mn
  • Base currencyUSD
  • ISIN LU0117841782

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

Taming the dragon: top performers in Greater China equities

Citywire Asia reveals the best managers in the specialist sector covering Chinese, Hong Kong and Taiwanese equities over the past three years.

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