As mentioned in the JF Provident Funds section, the JF SAR Funds are specifically designed for retirement scheme usage and are also MPF compliant. They are employed as the underlying funds for our Provident Funds and other MPF products. The JF SAR Series consists of ten sector funds, seven of which are equity funds and the other three fixed income funds. Each
specialises in a particular geographical area or asset class. For latest asset size and other investment details, please refer directly to the respective
fund report.
*Other
collective investment schemes managed by J.P. Morgan Asset Management.
| Fund / Currency | Investment Objective |
| American Fund / US$ |
To provide investors with long term capital
growth in US dollar terms through a portfolio consisting primarily of securities of companies based or operating principally in the United States of America.
A portion of the fund may be invested in companies which are based or operate in other countries on the American continents.
|
| Asian Fund / US$ |
To provide investors with long term capital growth
in US dollar terms through a portfolio consisting primarily of securities of companies based or operating principally in the Asia-Pacific region, excluding
Japan and Hong Kong. |
| European Fund / US$ |
To provide investors with long term capital growth in US dollar terms through a portfolio consisting primarily of securities of companies based or operating principally in countries in Western Europe. A portion of the fund may be invested in companies which are based or operate in other countries in Eastern Europe. |
| Global Emerging Markets Fund / HK$ |
To provide investors with long term capital growth in HK dollar terms through a portfolio consisting primarily of securities of companies based or operating principally in or derive the predominant part of their income from global emerging markets. |
| Greater China Fund / US$ |
To provide investors with long term capital growth in US dollar terms through a portfolio consisting primarily of securities of companies based or operating principally in countries in the People's Republic of China, Hong Kong, Macau or Taiwan ("Greater China region") and the majority of these companies will be listed on a stock exchange in Hong Kong or Taiwan. |
| Hong Kong Fund / HK$ |
To provide investors with long term capital growth in HK dollar terms through a portfolio consisting primarily of securities of companies either listed, based or operating principally in HK. |
| Japan Fund / US$ |
To provide investors with long term capital growth in US dollar terms through a portfolio consisting primarily of securities of companies based or operating principally in Japan. |
| Global Bond Fund / US$ |
To provide investors with long term capital growth in US dollar terms through a portfolio consisting primarily of international interest bearing securities of developed markets. |
| Asian Bond Fund / HK$ |
To provide investors with long term capital growth in HK dollar terms through a portfolio consisting primarily of interest bearing securities within the Asia-Pacific region (excluding Japan), including but not limited to Australia, Hong Kong, Korea, Malaysia, New Zealand, Singapore and Thailand. |
| HK$ Bond Fund / HK$ |
To provide investors with long term capital growth in HK dollar terms through a portfolio consisting primarily of Hong Kong dollar denominated interest bearing securities. |
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