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JPM ASEAN Equity D Acc EUR

Ranked 2 out of 5 in - ASEAN over 12 months
All calculations are in EUR unless stated

Managed by

Pauline Ng

Singapore-based Pauline Ng is an investment manager for JP Morgan. Ng is responsible for Asian equity funds and she began her career as an Asia excluding Japan telecom analyst for Allianz Dresdener Asset Management. Ng then became a fund manager responsible for Malaysia and emerging markets Asia before moving to JP Morgan in 2005. She studied at Nanyang Technological University and is a Chartered Financial Analyst and Certified Public Accountant.

Chang Qi Ong

Chang Qi Ong, vice president, is a country specialist for Philippines and Vietnam equities and a member of the ASEAN team with the emerging markets and Asia Pacific equities team at JP Morgan Asset Management based in Singapore. He joined the firm in 2011 and prior to this, he worked at Temasek Holdings. Chang Qi graduated from Singapore Management University with a BSc (summa cum laude) in Economics.

Objective

To provide long-term capital growth by investing primarily in companies of countries which are members of the Association of South East Asian Nations (ASEAN). At least 67% of the Sub-Funds assets (excluding cash and cash equivalents) will be invested in equity securities of companies (including smaller capitalisation companies) that are domiciled in, or carrying out the main part of their economic activity in, an ASEAN country. Certain ASEAN countries may be considered emerging market countries.

Showing fund performance in Portugal View performance globally

Performance

ASEAN over : 31/05/2017 - 31/05/2018
  • Rank 2/5 Total Return
  • Rank 3/5 Standard Deviation
  • Rank 1/5 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.2%
2017 14.4% 8.5% -1.8% 0.4% 7.0%
2016 11.1% 2.8% 5.2% 3.1% -0.3%
2015 -4.9% 14.5% -8.9% -17.1% 10.0%
2014 19.5% 3.6% 5.4% 9.8% -0.3%
2013 -6.7% 14.3% -6.0% -9.3% -4.3%
2012 24.7% 11.4% -0.4% 8.3% 3.7%
2011 -7.5% -6.0% -1.6% -9.3% 10.2%
2010 51.3% 11.9% 12.2% 9.0% 10.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Curacao
  6. Czech Republic
  7. Finland
  8. France
  9. Germany
  10. Hungary
  11. Ireland
  12. Italy
  13. Jersey
  14. Luxembourg
  15. Netherlands
  16. Norway
  17. Poland
  18. Portugal
  19. Slovakia
  20. Spain
  21. Sweden
  22. Switzerland
  23. United Kingdom

Fund Info

  • Launch date12/11/2009
  • Share Class size30Mn
  • Base currencyUSD
  • ISIN LU0441853263

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).