Jupiter China I Acc

Name
Jupiter China I Acc
Manager
Jupiter Unit Trust Managers Ltd
Type
Unit Trust
ISIN
GB00B3ZPHC12
Sector
China/Greater China
Launched
19/09/2011
OCF
1.05 %
Risk Rating
2
3 Year Sharpe
0.43
3 Year Alpha
-3.37
Yield
1 %
Benchmark
MSCI China NR GBP
The fund seeks to achieve long term capital growth. The fund seeks to achieve long term capital growth through investing principally in companies operating in China (including Hong Kong) but may also invest in companies operating in other countries which, in the Manager’s opinion, conduct a material proportion of their business in China (including Hong Kong) or derive a material proportion of their earnings from activities in China. The Manager will only enter into derivative transactions for the purpose of efficient management of the portfolio and not for investment.
Holding %
Hollysys Automation Technologies Ltd 4.58 %
Baidu Inc ADR 4.56 %
Tencent Holdings Ltd 4.13 %
NetEase Inc ADR 3.86 %
JD.com Inc ADR 3.71 %
China Construction Bank Corp H 3.68 %
Haichang Ocean Park Holdings Ltd 3.37 %
Bank Of China Ltd H 3.32 %
Bizlink Holding Inc 3.28 %
Alibaba Group Holding Ltd ADR 3.10 %
Region %
Asia - Emerging 81.53 %
Asia - Developed 16.00 %
Sector %
Technology 31.10 %
Consumer Cyclical 15.97 %
Healthcare 10.36 %
Financial Services 9.52 %
Industrials 8.67 %
Consumer Defensive 8.03 %
Communication Services 5.42 %
Name
Jupiter Unit Trust Managers Ltd
Address
SW1E 6SQ, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Ross Teverson
Joined 01/01/2015

Ross joined Jupiter in 2014 as Head of Strategy, Global Emerging Markets. He has developed a strong reputation for managing Global Emerging Market equities, having managed Standard Life Investments Global Emerging Market Equity Unconstrained SICAV, which significantly outperformed the index under his management. Ross was an Investment Director at Standard Life Investments and he spent 7 years in the company’s Hong Kong office, where he managed an Asian Equity mandate and was member of the Board. Ross began his career in 1999 as an Investment Analyst for Standard Life Investments concentrating on Asia Pacific Equities and subsequently held the role of Investment Manager and Investment Director. Ross graduated with an MA in Geography from Oxford University and is also a full CFA Charterholder.

Data provided by Morningstar.

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