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JPM Asia Growth A Acc USD

Ranked 57 out of 404 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

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.

Joanna Kwok

Joanna Kwok is a regional specialist for Asia Pacific ex-Japan equities with the Emerging Markets and Asia Pacific (EMAP) Equities Team at JP Morgan based in Hong Kong. She joined the firm in 2002 as an analyst with the Hong Kong bond team and took up her current role in 2005. Prior to joining the firm, Joanna spent three years with Price Waterhouse Coopers in London where she qualified as a chartered accountant and one year in Hong Kong as a senior associate in their banking and capital markets division. Joanna obtained a B.A. (Hons) in Natural Sciences from Downing College, Cambridge University.


To provide superior long term capital growth by investing primarily in a concentrated portfolio of companies in Asia (excluding Japan). At least 67% of the Sub-Fund's total assets (excluding cash and cash equivalents) will be invested in equity and equity linked securities of companies that are incorporated under the laws of, and have their registered office in, an Asian country (excluding Japan), or that derive the predominant part of their economic activity from Asia (excluding Japan), even if listed elsewhere. The Sub-Fund's portfolio is concentrated in approximately 40 to 60 companies.

Showing fund performance globally. You can view performance in individual jurisdictions.


Asia Pacific Excluding Japan over : 31/10/2016 - 31/10/2017
  • Rank 57/404 Total Return
  • Rank 312/404 Standard Deviation
  • Rank 252/404 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 14.5% 9.6% 7.0%
2016 4.2% -1.8% 1.4% 14.0% -8.2%
2015 -8.9% 3.1% 0.4% -16.2% 5.0%
2014 -2.5% -2.1% 4.4% -5.1% 0.6%
2013 8.2% 2.5% -3.7% 6.9% 2.6%
2012 19.8% 11.9% -8.2% 11.6% 4.5%
2011 -20.8% 1.9% 0.7% -23.4% 0.7%
2010 24.3% 4.4% -7.5% 19.7% 7.6%
2009 68.8% 2.7% 32.2% 15.9% 7.3%
2008 -52.4% -17.3% -6.1% -22.9% -20.5%
2007 49.2% 3.1% 19.0% 23.4% -1.5%
2006 39.8% 14.6% -3.8% 7.2% 18.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Denmark
  5. Estonia
  6. Finland
  7. France
  8. Germany
  9. Greece
  10. Hungary
  11. Ireland
  12. Italy
  13. Jersey
  14. Liechtenstein
  15. Luxembourg
  16. Netherlands
  17. Norway
  18. Poland
  19. Spain
  20. Sweden
  21. Switzerland
  22. United Kingdom

Fund Info

  • Launch date09/11/2005
  • Share Class size46Mn
  • Base currencyUSD
  • ISIN LU0169518387

Purchase Info

  • Min. initial investment35,000
  • Min. regular additional investment0


  • Annual management1.50%
  • Initial investment5

Related News

JP Morgan switches manager line-up on trio of Asia equity funds

Changes to management of funds will take place on 29 September.

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