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 Japan Smaller Company (Yen) Fund 46.4 7.3 13.5 22.4 52.3 73.2 147.6
2 JPMorgan India Smaller Companies (acc) - USD 51.2 5.9 4.7 11.9 48.5 55.3 154.0
3 JPMorgan Japan (Yen) (acc) - RMB (hedged) 50.2 5.9 16.8 27.8 49.6 - -
4 JPMorgan Vietnam Opportunities (acc) - USD 42.8 5.9 15.8 22.2 46.6 61.6 131.2
5 JPMorgan Japan (Yen) (acc) - JPY 40.9 5.6 15.3 19.7 43.5 71.8 153.2
6 JPM America Equity A (acc) - AUD (hedged) 29.5 5.4 3.0 12.0 24.4 33.0 -
7 JPMorgan Japan (Yen) (acc) - USD (hedged) 37.3 5.3 17.2 22.7 37.5 63.8 -
8 JPM US Value A (dist) - USD 11.7 5.2 7.1 7.5 10.3 23.1 74.8
9 JPMorgan Japan (Yen) (acc) - HKD (hedged) 35.4 5.2 17.1 22.0 35.8 60.6 -
10 JPMorgan Thailand (acc) - USD 32.2 5.2 8.9 18.1 35.6 45.6 58.0
11 JPMorgan ASEAN (acc) - AUD (hedged) 35.9 4.9 2.2 11.9 34.6 15.3 -
12 JPMorgan ASEAN (acc) - RMB (hedged) 39.4 4.5 6.3 15.3 39.4 23.7 -
13 JPM America Equity A (dist) - USD 22.0 4.4 7.5 10.7 19.1 38.4 101.7
14 JPM America Equity A (acc) - HKD 21.9 4.4 7.4 10.7 19.0 38.1 -
15 JPM Japan Equity J (dist) - USD 33.9 4.0 12.0 15.9 35.8 55.3 100.9
16 JPMorgan India (acc) - USD 33.1 4.0 1.4 9.6 32.5 26.1 49.5
17 JPMorgan ASEAN (acc) - HKD 28.0 3.9 6.8 10.8 28.7 21.2 -
18 JPMorgan ASEAN (acc) - USD 28.0 3.9 6.7 10.7 28.7 21.3 24.3
19 JPM Japan Equity A (acc) - USD (hedged) 30.4 3.9 14.1 18.9 30.7 48.0 -
20 JPMorgan Multi Income (mth) - NZD (hedged) 11.1 3.8 -0.9 1.6 10.9 13.8 18.1

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.


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