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JPMorgan China A-Share Opportunities (acc) - RMB

Ranked 110 out of 151 in - China over 12 months
All calculations are in USD unless stated

Managed by

Xu Dong

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 aim to achieve long-term capital growth by investing primarily in securities issued in the PRC including but not limited to China A-Shares listed on the PRC stock exchanges (e.g. Shanghai Stock Exchange and Shenzhen Stock Exchange). The value of the Fund’s holding of China A-Shares through the RQFII quota of the Investment Manager shall not be less than 70 per cent. of its non-cash assets.

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

Performance

China over : 31/08/2017 - 31/08/2018
  • Rank 110/151 Total Return
  • Rank 125/151 Standard Deviation
  • Rank 128/151 Max Drawdown
Fund Name Currency Return
108 BlackRock China Fund A2 USD USD

-7.3%

109 Fcm Chine USD

-7.4%

110 JPMorgan China A-Share Opportunities (acc) - RMB USD

-7.5%

110 BGF China A2 USD USD

-7.5%

112 Metzler China Equity RMB Fund USD

-7.5%

Fund Name Currency Risk
123 AB China Invs-China A Shs Val Eq Pf (USD) SP1 USD

20.2

124 APS China A Share (Cayman) Class A

Currency exposure is hedged

Currency exposure is hedged

USD

20.3

125 JPMorgan China A-Share Opportunities (acc) - RMB USD

20.3

126 BEA Union Investment China A-Share Equity P USD

20.3

127 Schroder China Equity Fund A Acc USD

20.4

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 2.7% -9.7%
2017 47.6% 7.4% 14.3% 7.4% 11.9%
2016 -18.5% -11.6% -3.0% 2.7% -7.6%
2015 -2.3% 14.1% 8.0% -30.7% 14.4%
2014 37.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong

Fund Info

  • Launch date18/08/2014
  • Share Class size1,238Mn
  • Base currencyCNH
  • ISIN HK0000206067

Purchase Info

  • Min. initial investment16,000
  • Min. regular additional investment0

Charges

  • Annual management1.75%
  • Initial investment1.75%

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