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

JPMorgan SAR Greater China Fund - Class A

Ranked 56 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 investors with long term capital growth in US dollar terms through a portfolio consisting primarily of securities of companies based or operating principally in countries in the People's Republic of China, Hong Kong, Macau or Taiwan ("Greater China region") and the majority of these companies will be listed on a stock exchange in Hong Kong or Taiwan.

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 2.0%
2017 46.8% 12.2% 7.8% 9.9% 10.5%
2016 1.9% -3.0% 0.1% 13.5% -7.5%
2015 -6.2% 5.8% 5.6% -19.9% 4.8%
2014 5.6% -3.4% 6.4% -3.1% 6.0%
2013 12.0% 0.9% -3.0% 8.5% 5.5%
2012 25.9% 13.5% -5.9% 8.5% 8.7%
2011 -23.2% -0.8% 0.8% -25.4% 3.0%
2010 14.2% -1.3% -7.1% 15.9% 7.5%
2009 63.6% 2.9% 30.8% 13.1% 7.5%
2008 -50.5% -19.8% -5.7% -22.3% -15.9%
2007 -2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong

Fund Info

  • Launch date30/07/2007
  • Share Class size2,047Mn
  • Base currencyHKD
  • ISIN HK0000038965

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment0

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