JPM Asia Growth Fund C - Net AccumulationRegister to Unlock Ratings |
Performance History | 30/04/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -6.9 | 23.4 | 31.7 | -6.3 | -10.0 |
![]() | +/-Cat | 5.1 | 8.7 | 8.9 | -3.4 | -2.4 |
![]() | +/-B’mrk | 2.2 | 9.8 | 10.5 | -2.5 | -4.2 |
Category: Asia ex-Japan Equity | ||||||
Category Benchmark: MSCI AC Asia Ex Japan NR USD |
Key Stats | ||
NAV 20/05/2022 | GBP 2.70 | |
Day Change | 2.12% | |
Morningstar Category™ | Asia ex-Japan Equity | |
IA (formerly IMA) Sector | Asia Pacific Excluding Japan | |
ISIN | GB00B235GR40 | |
Fund Size (Mil) 20/05/2022 | GBP 964.87 | |
Share Class Size (Mil) 20/05/2022 | GBP 805.44 | |
Max Initial Charge | - | |
Ongoing Charge 08/07/2021 | 0.82% |
Morningstar Research |
Analyst Report |
JPM Asia Growth continues to benefit from a strong comanager duo, vast analytical resources, and a robust and time-tested investment approach. The strategy’s UK-domiciled vehicle continues to earn a Morningstar Analyst Rating of Bronze across all... |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | Above Average |
Parent | Above Average |
Process | Above Average |
Performance | |
Price |
Investment Objective: JPM Asia Growth Fund C - Net Accumulation |
To provide capital growth over the long-term (5-10 years) by investing at least 80% of the Fund’s assets in a growth biased portfolio of companies in Asia (excluding Japan). At least 80% of assets invested in a portfolio of growth biased equities of companies that are domiciled, or carrying out the main part of their economic activity, in an Asian country (excluding Japan), including emerging markets. The Fund may be concentrated in a limited number of securities, sectors or markets from time to time and may invest in small capitalisation companies. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Joanna Kwok 27/05/2015 | ||
Mark Davids 27/05/2015 | ||
Inception Date 20/08/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI AC Asia Ex Japan NR GBP | MSCI AC Asia Ex Japan NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM Asia Growth Fund C - Net Accumulation | 30/04/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 8.93 |
![]() | ![]() | 7.93 |
![]() | ![]() | 6.71 |
![]() | ![]() | 5.58 |
![]() | ![]() | 3.74 |
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JPM Asia Growth Fund C - Net Accumulation |