JPMorgan Asia Growth & Income plc

JPMorgan Asia Growth & Income plc
JP Morgan Asset Management (UK) Ltd
Closed Ended Investment Company
Asia Pacific Income
0.74 %
Risk Rating
3 Year Sharpe
3 Year Alpha
3.9 %
MSCI AC Asia ex Jp Net Dividends
Fund Size
£ 390.44 million
Discount Premium
To get a growth total return, primarily from investing in equities quoted on the stock markets of Asia, excluding Japan. The investment policy are 1, To have a diversified portfolio of Asian stocks. 2, To have a portfolio comprising around 50 to 80 investments. 3, To use borrowings to gear the portfolio within a range of 10% net cash to 20% geared in normal market conditions.
Holding %
Tencent Holdings Ltd 9.36 %
Taiwan Semiconductor Manufacturing Co Ltd 7.82 %
Alibaba Group Holding Ltd ADR 7.30 %
Samsung Electronics Co Ltd 6.43 %
AIA Group Ltd 4.57 %
Ping An Insurance (Group) Co. of China Ltd Class H 3.30 %
China Construction Bank Corp Class H 3.29 %
HDFC Bank Ltd 2.88 %
China Resources Land Ltd 2.77 %
WuXi Biologics (Cayman) Inc Registered Shs Unitary 144A/Reg S 2.58 %
Region %
Asia - Emerging 59.20 %
Asia - Developed 40.79 %
Sector %
Financial Services 24.01 %
Consumer Cyclical 19.62 %
Technology 18.98 %
Communication Services 13.17 %
Real Estate 7.00 %
JP Morgan Asset Management (UK) Ltd
EC4Y 0JP, London, United Kingdom
Legal Structure
Closed Ended Investment Company


Robert Lloyd
Joined 08/01/2018

Robert Lloyd, executive director, is a country specialist for Japan equities and a member of the Japan Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team. Based in Hong Kong, he joined the Firm in Tokyo in 2005 and then transferred to Hong Kong in 2009. Robert previously spent three years with UBS Asset Management in Tokyo as an investment analyst, initially for risk management and latterly for Japanese equities. He began his career as a collateral analyst in the credit group of Deutsche Bank, Tokyo. Robert obtained a B.A. in Literature and Linguistics from the University of Montana, USA.

Ayaz Ebrahim
Joined 05/20/2016

Ayaz Ebrahim joined Amundi Hong Kong in 2011 as Deputy Chief Executive Officer and CIO (Asia ex-Japan Equities). Prior to joining the company he was the Chief Investment Officer (Asia Pacific) for both HSBC Global Asset Management and Deutsche Asset Management. Ayaz Ebrahim holds a Doctorate Degree in Civil Law and a Bachelor of Science Degree (Hons) in Accountancy from the University of East Anglia in the United Kingdom. He has 25 years of experience in the industry.

Richard Titherington
Joined 10/19/2015

Richard Titherington, managing director, is the chief investment officer and head of the Emerging Markets and Asia Pacific (EMAP) Equities team based in Hong Kong. An employee since 1986, Richard was part of the Pacific Regional Group from 1994. He was appointed as a managing director in April 2001 and appointed head of the global emerging markets business in December 2001. Prior to 1994 Richard was a US and international pension fund manager, working in the UK until he transferred to Hong Kong in 1992. Before joining the firm, Richard spent two years as an analyst with UKPI in London.

Data provided by Morningstar.

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