JPMorgan Eastern Smaller Companies (acc) - USD
Managed by
Joanna Kwok
Joanna Kwok is a regional specialist for Asia Pacific ex-Japan equities with the Emerging Markets and Asia Pacific (EMAP) Equities Team at JP Morgan based in Hong Kong. She joined the firm in 2002 as an analyst with the Hong Kong bond team and took up her current role in 2005. Prior to joining the firm, Joanna spent three years with Price Waterhouse Coopers in London where she qualified as a chartered accountant and one year in Hong Kong as a senior associate in their banking and capital markets division. Joanna obtained a B.A. (Hons) in Natural Sciences from Downing College, Cambridge University.
Rajendra Nair
Rajendra Nair was born in Mumbai in 1978 and studied his bachelors in commerce at the University of Mumbai. He started his career at JP Morgan securities in 2000 becoming vice president and head of futures & options. After five years he moved to JF Asset Management as executive director. Rajendra is an associate chartered accountant in India, CFA charterholder and financial risk manager (Global Association of Risk Professionals Inc, USA). Outside fund management he enjoys running.
Objective
The investment policy of the Fund is to provide investors with long term capital growth by investing primarily in the securities of small to medium sized companies in the Asia-Pacific region, excluding Japan and Australia except the Manager may, from time to time, invest in Japan and Australia when appropriate investment opportunities arise.
Performance
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Rank 7/43 Total Return
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Rank 14/43 Standard Deviation
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Rank 5/43 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 5 | Fidelity Funds - Asian Smaller Companies A-ACC-USD | USD | 23.8% |
| 6 | PineBridge Asia ex Japan Small Cap Equity Y USD | USD | 23.4% |
| 7 | JPMorgan Eastern Smaller Companies (acc) - USD | USD | 22.4% |
| 8 | AXA Rosenberg Pacific Ex-Jpn SmCap Alpha A USD | USD | 20.5% |
| 9 | Templeton Asian Smaller Companies A (acc) USD | USD | 18.9% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 12 | PineBridge Asia ex Japan Small Cap Equity Y USD | USD | 12.4 |
| 13 | Fidelity Funds - Asian Smaller Companies A-ACC-USD | USD | 12.7 |
| 14 | JPMorgan Eastern Smaller Companies (acc) - USD | USD | 12.7 |
| 15 | Matthews Asia Small Companies Fund;Investor | USD | 12.7 |
| 16 | Matthews Asia Fds-Asia Small Companies A Acc USD | USD | 13.0 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 3 | SEB Asia Small Caps ex. Japan C (SEK) | USD | -12.6% |
| 4 | Schroder ISF Asian Smaller Companies A Acc | USD | -12.9% |
| 5 | JPMorgan Eastern Smaller Companies (acc) - USD | USD | -13.1% |
| 6 | Fidelity Funds - Asian Smaller Companies A-ACC-USD | USD | -14.2% |
| 7 | DFA Asia Pacific Small Company Portfolio;Inst | USD | -14.3% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | 1.4% | -6.3% | |||
| 2017 | 31.9% | 11.7% | 6.0% | 3.2% | 8.0% |
| 2016 | 4.5% | 1.8% | 2.0% | 11.7% | -9.9% |
| 2015 | 2.1% | 4.7% | 4.3% | -10.6% | 4.6% |
| 2014 | 5.0% | 0.8% | 4.4% | 0.2% | -0.4% |
| 2013 | 15.3% | 9.4% | -4.0% | 2.2% | 7.4% |
| 2012 | 32.8% | 18.5% | -6.7% | 12.9% | 6.4% |
| 2011 | -29.8% | -2.4% | 0.7% | -26.1% | -3.3% |
| 2010 | 18.8% | 1.8% | -6.6% | 24.2% | 0.6% |
| 2009 | 106.3% | 4.7% | 50.2% | 19.9% | 9.5% |
| 2008 | -62.4% | -22.5% | -10.0% | -26.2% | -27.1% |
| 2007 | 35.8% | 6.3% | 20.9% | 6.2% | -0.5% |
| 2006 | 20.9% | 10.7% | -7.9% | 4.2% | 13.8% |
| 2005 | 21.9% | 8.3% | 2.0% | 4.8% | 5.3% |
| 2004 | 6.1% | -0.7% | -17.1% | 10.9% | 16.2% |
| 2003 | 98.6% | 1.6% | 26.4% | 22.8% | 26.0% |
| 2002 | 2.4% | 26.3% | -6.1% | -17.7% | 4.9% |
| 2001 | 11.1% | 2.2% | 8.7% | -19.2% | 23.8% |
| 2000 | -25.6% | 13.1% | -20.1% | -1.5% | -16.5% |
| 1999 | 76.9% | -2.5% | 31.9% | 4.3% | 31.9% |
| 1998 | -14.3% | 3.4% | -23.2% | -4.2% | 12.6% |
| 1997 | -25.2% | -0.6% | 10.4% | 2.2% | -33.3% |
| 1996 | 23.4% | 11.4% | 2.8% | 1.0% | 6.8% |
| 1995 | 2.5% | -4.3% | 7.1% | 3.1% | -3.1% |
| 1994 | -29.4% | -24.9% | -4.7% | 5.3% | -6.4% |
| 1993 | 208.6% | 21.0% | 18.6% | 23.3% | 74.4% |
| 1992 | 46.8% | 14.7% | 14.9% | -7.3% | 20.3% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Hong Kong
- Macau
- Singapore
- Taiwan
Fund Info
- Launch date02/12/1991
- Share Class size157Mn
- Base currencyUSD
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ISIN HK0000055647
Purchase Info
- Min. initial investment2,000
- Min. regular additional investment1,000
Charges
- Annual management1.50%
- Initial investment1.5