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 JPM Brazil Equity A (acc) - USD 23.1 3.6 11.6 1.4 15.3 -23.4 -30.7
2 JPM China A (dist) - USD 35.5 3.1 13.1 23.2 23.6 23.4 57.8
3 JPM China A (dist) - HKD 35.4 3.1 13.0 23.1 23.4 23.2 57.4
4 JPMorgan Vietnam Opportunities (acc) - USD 17.8 3.1 6.7 12.6 11.4 21.5 92.8
5 JPM Greater China A (dist) - HKD 35.2 2.5 11.7 23.3 24.6 24.3 71.1
6 JPM Greater China A (dist) - USD 35.3 2.5 11.8 23.3 24.6 24.4 71.3
7 JPMorgan China Pioneer A-Share Fund 26.9 2.4 13.6 21.6 13.1 58.9 77.8
8 JPMorgan Asia Growth (acc) - RMB (hedged) 48.0 2.3 14.7 29.7 31.5 - -
9 JPMorgan China A-Share Opportunities (acc) - RMB 26.6 2.2 13.1 20.7 12.8 40.0 -
10 JPMorgan China A-Share Opportunities (acc) - USD 26.5 2.1 13.1 20.7 12.7 - -
11 JPM Emerging Markets Opportunities A (acc) - USD 32.7 2.1 13.2 21.2 28.1 9.4 23.7
12 JPMorgan China A-Share Opportunities (acc) - HKD 26.5 2.1 13.0 20.7 12.7 39.8 -
13 JPM Global Natural Resources A (dist) - EUR 4.5 1.9 3.4 -3.8 9.8 -29.8 -38.1
14 JPMorgan Asian Total Return Bond (acc) - RMB (hedged) 11.6 1.9 5.3 7.0 4.7 9.3 -
15 JPMorgan Global Bond (acc) - RMB (hedged) 10.0 1.9 4.8 6.9 2.0 - -
16 JPM Europe Small Cap A (dist) - EUR 28.0 1.8 5.0 20.3 23.3 35.3 120.3
17 JPMorgan ASEAN (acc) - RMB (hedged) 25.6 1.8 7.1 16.4 12.3 2.3 -
18 JPM Global Natural Resources A (acc) - USD 4.3 1.8 3.3 -4.0 9.6 -29.9 -38.2
19 JPM Euroland Equity A (dist) - USD 23.4 1.8 4.1 20.3 25.5 17.2 73.8
20 JPM Hong Kong A (dist) - HKD 28.0 1.8 10.3 17.9 21.5 16.1 55.1

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.


Show site index
Open Account About Us Contact Us