Top Performing Funds

To get a quick overall feel for the performance of our funds, you can check below the ranking of the top 20 funds over different time periods, from 1 month to 5 years.

Rank Fund Name YTD% 1
Month%
3
Months%
6
Months%
1
Year%
3
Year%
5
Year%
1 JPMorgan China Pioneer A-Share Fund 22.5 7.4 14.3 23.2 17.5 64.7 63.2
2 JPMorgan China A-Share Opportunities (acc) - HKD 22.2 6.6 13.5 22.6 17.5 - -
3 JPMorgan China A-Share Opportunities (acc) - USD 22.2 6.6 13.5 22.7 17.6 - -
4 JPMorgan China A-Share Opportunities (acc) - RMB 22.2 6.6 13.5 22.7 17.6 - -
5 JPMorgan Pacific Technology (acc) - USD 31.8 5.1 14.2 32.7 51.3 45.7 98.8
6 JPM Greater China A (dist) - HKD 28.3 4.9 12.4 31.5 36.9 24.8 71.0
7 JPM Greater China A (dist) - USD 28.4 4.9 12.4 31.4 36.9 24.8 71.2
8 JPMorgan Japan (Yen) (acc) - RMB (hedged) 20.3 4.8 15.7 19.3 20.8 - -
9 JPM Taiwan A (dist) - HKD 22.3 4.8 9.1 24.2 33.9 19.0 69.2
10 JPM Taiwan A (dist) - USD 22.4 4.8 9.2 24.2 34.0 18.9 69.2
11 JPMorgan Greater China Smaller Companies (acc) - HKD 20.6 4.5 8.2 22.4 23.4 6.8 54.2
12 JPMorgan Japan (Yen) (acc) - USD (hedged) 14.6 4.4 14.1 14.4 19.1 62.0 -
13 JPMorgan Japan Smaller Company (Yen) Fund 21.1 4.4 13.2 23.7 14.5 38.6 115.6
14 JPMorgan Vietnam Opportunities (acc) - USD 17.9 4.3 8.6 19.6 21.6 29.5 100.3
15 JPMorgan Japan (Yen) (acc) - HKD (hedged) 13.8 4.3 13.4 13.8 18.1 59.5 -
16 JPM China A (dist) - HKD 27.1 4.2 11.9 30.1 34.8 25.6 50.3
17 JPM China A (dist) - USD 27.1 4.2 12.0 30.1 34.9 25.8 50.5
18 JPM Global High Yield Bond A (irc) - NZD (hedged) 9.8 4.1 7.2 11.8 17.6 -1.5 -
19 JPMorgan China Income (acc) – USD 16.1 4.0 7.4 17.1 19.6 79.2 79.4
20 JPM Emerging Markets Debt A (irc) - NZD (hedged) 11.4 3.8 5.5 13.4 13.0 -0.7 -

For "Minimum Performance Information", please click the respective fund name(s).

Source: J.P. Morgan Asset Management. Performance shown is NAV to NAV in US$ terms with income reinvested as at the previous valuation date. For monthly dealing funds, performance is calculated based on the previous valuation date, which will usually be month-end.

It should be noted that due to the difference of the fund domiciles the valuation points used by the JPMorgan Funds (Unit Trust Range) and JPMorgan series of funds for fair valuation (where applied) may vary. For details please refer to the respective offering document(s).

Funds listed on this page are authorised by the SFC and are available to Hong Kong residents. The authorisation from SFC does not imply official approval or recommendation.

Due to SFC regulations, no performance data is shown for funds which are less than six months old.

Our funds are dealt on a forward pricing basis and this information is for your indication only.

Please refer to the respective offering document and/or Information memorandum of the specific hedge fund including the risk factors before subscribing. If you are in any doubt, please consult your usual financial adviser and obtain professional advice. Hedge funds use alternative investment strategies and the risks inherent in them are not typically encountered in traditional funds. Hedge funds undertake special risks that may lead to a substantial or total loss of capital and there is no guarantee that the relevant investment objective can be achieved. Therefore, investment in hedge funds is only suitable for sophisticated investors who can afford the risks. Investors are also advised to consider their own financial circumstances and the suitability of hedge funds as part of their investment portfolio.


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