JPMorgan Funds - Greater China Fund A (acc) - SGDRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 53.0 | -8.8 | -20.5 | -15.2 | -0.4 | |
+/-Cat | 17.6 | -1.9 | -1.8 | -2.8 | -3.1 | |
+/-B’mrk | 28.8 | -0.1 | -8.0 | -8.7 | -3.1 | |
Category: Greater China Equity | ||||||
Category Benchmark: MSCI Golden Dragon NR USD |
Key Stats | ||
NAV 26/04/2024 | SGD 26.89 | |
Day Change | 2.84% | |
Morningstar Category™ | Greater China Equity | |
ISIN | LU0456846285 | |
Fund Size (Mil) 25/04/2024 | USD 1457.43 | |
Share Class Size (Mil) 25/04/2024 | SGD 22.47 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 07/03/2024 | 1.80% |
Morningstar Research |
Analyst Report | 11/03/2024 Claire Liang, Senior Analyst Morningstar, Inc |
JPM Greater China benefits from a solid investment management team, a well-resourced and expanding supporting cast, and a proven investment process. With both the People and Process ratings reiterated at Above Average, the Luxembourg vehicle’s... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: JPMorgan Funds - Greater China Fund A (acc) - SGD |
To provide long-term capital growth by investing primarily in companies from the People's Republic of China, Hong Kong and Taiwan ("Greater China"). |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Rebecca Jiang 03/07/2017 | ||
Li Tan 01/05/2023 | ||
Inception Date 14/12/2009 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Golden Dragon NR USD | MSCI Golden Dragon NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - Greater China Fund A (acc) - SGD | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Taiwan Semiconductor Manufacturi... | Technology | 9.77 |
Tencent Holdings Ltd | Communication Services | 9.62 |
AIA Group Ltd | Financial Services | 3.01 |
Meituan Class B | Consumer Cyclical | 2.96 |
Quanta Computer Inc | Technology | 2.86 |
Increase Decrease New since last portfolio | ||
JPMorgan Funds - Greater China Fund A (acc) - SGD |