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

JPMorgan SAR Hong Kong Fund - Class A

Ranked 10 out of 23 in - Hong Kong over 12 months
All calculations are in HKD unless stated

Managed by

Rebecca Jiang

Lilian Leung

Lilian Leung, CFA is an executive director and a country specialist for China equities and a member of the Greater China team within the Emerging Markets and Asia Pacific Equities team at JP Morgan Asset Management. Based in Hong Kong, she joined the firm in 2010 and prior to this was an associate director of research at AllianceBernstein. Lilian graduated from the University of Hong Kong with a BA in English and Economics and the Hong Kong University of Science and Technology with an MBA.

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

The Fund aims to provide investors with long term capital growth in HK dollar terms through a portfolio consisting primarily of securities of companies either listed, based, or operating principally in Hong Kong. The proposed asset allocation of the Trust shall be 70-100% invests in non-cash assets in Hong Kong equities and 0-30% in non-cash assets in bonds.

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

Performance

Hong Kong over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.0% -3.4%
2017 47.5% 11.3% 9.5% 10.1% 10.0%
2016 -0.1% -5.5% -0.4% 13.3% -6.4%
2015 -4.7% 5.2% 7.2% -20.2% 6.0%
2014 1.7% -5.3% 3.7% -1.8% 5.5%
2013 12.3% 0.5% -5.1% 11.7% 5.3%
2012 28.6% 13.2% -4.8% 7.5% 11.0%
2011 -25.1% 0.9% -3.6% -27.1% 5.7%
2010 12.0% -1.4% -4.3% 14.9% 3.3%
2009 57.0% -3.9% 36.9% 12.9% 5.7%
2008 -49.9% -21.9% -4.3% -20.7% -15.6%
2007 51.7% 0.5% 11.7% 29.5% 4.4%
2006 33.4% 8.3% -1.4% 6.2% 17.7%
2005 9.0% -3.7% 6.9% 7.8% -1.8%
2004 15.4% 1.8% -4.3% 9.6% 8.1%
2003 45.0% -4.3% 14.4% 17.3% 12.9%
2002 -10.7% -0.3% -1.2% -12.4% 3.5%
2001 -15.7% -11.3% 3.2% -19.7% 14.7%
2000 -4.6% 2.1% -9.6% 3.1% 0.3%
1999 57.3% 4.3% 22.1% -3.7% 28.4%
1998 27.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong

Fund Info

  • Launch date16/09/1998
  • Share Class size8,369Mn
  • Base currencyHKD
  • ISIN HK0000013836

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment0.00%

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