JPM Asia Growth Fund C - Net Income

Name
JPM Asia Growth Fund C - Net Income
Manager
JPMorgan Funds Limited
Type
Open Ended Investment Company
ISIN
GB00B235H044
Sector
Asia Pacific Excluding Japan
Launched
20/08/2012
OCF
0.9 %
Risk Rating
5
3 Year Sharpe
1.31
3 Year Alpha
5.06
Yield
0.9 %
Benchmark
MSCI AC Asia Ex Japan NR USD
The fund seeks to provide long-term capital growth from investment primarily in a growth biased portfolio of companies in Asia (excluding Japan).
Holding %
Tencent Holdings Ltd 7.97 %
Samsung Electronics Co Ltd 7.34 %
AIA Group Ltd 7.24 %
Taiwan Semiconductor Manufacturing Co Ltd 6.96 %
Alibaba Group Holding Ltd ADR 6.73 %
Ping An Insurance (Group) Co. of China Ltd Class H 4.23 %
PT Bank Central Asia Tbk 4.05 %
HDFC Bank Ltd 3.50 %
Housing Development Finance Corp Ltd 3.13 %
Shenzhou International Group Holdings Ltd 3.05 %
Region %
Asia - Emerging 61.06 %
Asia - Developed 37.07 %
Sector %
Financial Services 32.43 %
Technology 28.34 %
Consumer Cyclical 17.87 %
Industrials 5.59 %
Real Estate 5.48 %
Name
JPMorgan Funds Limited
Address
EC4Y 0JP, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Joanna Kwok
Joined 05/27/2015

Joanna Kwok, executive director, is a regional specialist for Asia Pacific ex-Japan equities with the Emerging Markets and Asia Pacific (EMAP) Equities Team 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 PricewaterhouseCoopers in London where she qualified as a chartered accountant and one year in Hong Kong as a senior associate in their banking & capital markets division. Joanna obtained a B.A. (Hons) in Natural Sciences from Downing College, Cambridge University.

Mark Davids
Joined 05/27/2015

Mark Davids, managing director, is a regional specialist for Asia Pacific Behavioural Finance and head of the Team with the Emerging Markets and Asia Pacific (EMAP) Equities Team based in Hong Kong. In 2007, Mark relocated from London to Tokyo to head the Behavioural Finance investment desk in Japan, and subsequently relocated to Hong Kong in 2009 to expand the process into the Asia Pacific Region. Prior to this he was a senior portfolio manager for European equity team within the JPMorgan Asset Management European Equity Group. An employee since 1997, Mark was previously a pan-European investment analyst. Prior to this, he worked at the European Commission. Mark obtained a B.A. (joint Hons) in History and German from the University of Manchester and earned an M.Sc. in International Political Economy from the London School of Economics. He is also a CFA charterholder

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.