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JPM Asia Pacific Equity D Acc USD

Ranked 15 out of 60 in - Asia Pacific Excluding Japan over 12 months
All calculations are in EUR unless stated

Managed by

Oliver Cox

Oliver Cox is currently a vice president at JP Morgan Asset Management (Japan). He graduated from the University of Manchester, and has worked as an equity analyst at Macquarie Securities Japan and a communications manager at Mitsubishi Electric. He joined JP Morgan Asset Management as a portfolio manager in 2004.

Mark Davids

As a UK smaller companies investment manager at JP Morgan Asset Management, Mark Davids co-managed the JPM UK Smaller Companies fund, the Luxembourg-domiciled JPM Europe Small Cap, as well as JPM Europe Recovery funds. He then moved to Japan to run the group's Core Japan Behavioural Finance fund and currently manages the Asia Pacific ex Japan Behavioural Finance and Japan Strategic Value funds. Davids joined JP Morgan as an investment analyst in 1997. He was promoted to assistant investment manager in 2000 and then to investment manager a year later. Armed with a bachelor’s degree in history and German from the University of Manchester, and a masters degree in international political economy, Davids enjoyed a stint focusing on trade and external relations at the European Commission before joining JP Morgan.

Alice Wong


To provide long-term capital growth by investing primarily in companies in the Asia Pacific Basin (excluding Japan). At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in equity securities of companies that are domiciled in, or carrying out the main part of their economic activity in, an Asia Pacific Basin country (excluding Japan). Certain countries in the Asia Pacific Basin may be considered emerging market countries.

Showing fund performance in Portugal View performance globally


Asia Pacific Excluding Japan over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.7% 3.3% -2.6%
2017 25.5% 11.2% 2.3% 3.5% 6.5%
2016 6.3% -5.4% 1.7% 9.4% 0.9%
2015 1.8% 17.7% -4.7% -16.0% 8.1%
2014 16.1% -0.7% 7.0% 3.9% 5.2%
2013 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Germany
  6. Hungary
  7. Italy
  8. Jersey
  9. Luxembourg
  10. Poland
  11. Portugal
  12. Spain
  13. Switzerland

Fund Info

  • Launch date13/09/2013
  • Share Class size14Mn
  • Base currencyUSD
  • ISIN LU0441854741

Purchase Info

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


  • Annual management1.50%
  • Initial investment5.00%

Related News

Asian corporate earnings set to rise, says JPM equity manager

Mark Davids outlines the key drivers that could improve the region's corporate earnings prospects.

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