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JPM Hong Kong A Dis USD

Ranked 12 out of 23 in - Hong Kong over 12 months
All calculations are in HKD 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.

Emerson Yip

Objective

To provide long-term capital growth by investing primarily in Hong Kong companies. 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, Hong Kong.

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

Performance

Hong Kong over : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.1% -3.2%
2017 46.8% 11.1% 9.3% 9.8% 10.0%
2016 -1.4% -6.1% -0.8% 13.3% -6.6%
2015 -5.3% 5.2% 6.6% -20.0% 5.6%
2014 1.2% -5.3% 3.8% -2.0% 5.1%
2013 11.4% 0.6% -5.4% 11.8% 4.7%
2012 28.2% 13.4% -5.2% 7.4% 11.0%
2011 -25.8% 0.3% -3.3% -27.8% 6.0%
2010 12.1% -1.4% -4.0% 15.0% 2.9%
2009 57.3% -0.2% 34.7% 11.0% 5.4%
2008 -51.0% -21.6% -4.5% -23.6% -14.4%
2007 51.6% 0.5% 12.4% 29.9% 3.3%
2006 38.4% 12.4% -2.5% 6.1% 19.0%
2005 2.2% -2.3% 2.8% 5.2% -3.2%
2004 13.3% 2.8% -9.9% 5.8% 15.6%
2003 82.9% 4.6% 17.8% 21.8% 21.9%
2002 -5.9% 2.2% 3.5% -13.7% 3.1%
2001 -18.2% 15.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date18/05/2001
  • Share Class size50Mn
  • Base currencyUSD
  • ISIN LU0117842087

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 HKD).