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JPM Korea Equity A Acc USD

Ranked 1 out of 15 in - Korea over 12 months
All calculations are in USD unless stated

Managed by

John Cho

John Cho is an executive director and country specialist for Korean equities with the Emerging Markets & Asia Pacific Equities team at JP Morgan Asset Management, based in Hong Kong. He joined the firm in 2007 and transferred to Hong Kong from Seoul to take up his current position in 2011. Prior to this, he worked at Woori Investment & Securities for seven years. John graduated from the University of Reading with an MSc in International Securities, Investment & Banking and from the Wilfrid Laurier University with an MA in Business Economics.

Ayaz Ebrahim

Ayaz Ebrahim is a portfolio manager and the co-head of the Asia Pacific regional team at JP Morgan Asset Management in Hong Kong. Before joining the company in September 2015, Ayaz he worked at Amundi Hong Kong, where he spent more than five years as the CIO of Asia ex-Japan equities and deputy CEO. Prior to that, he was the CIO, Asia Pacific, for both HSBC Global Asset Management and Deutsche Asset Management. From 1991 to 2002, he worked at Crédit Agricole Asset Management Hong Kong, now named Amundi Hong Kong, initially as an investment manager and subsequently as CIO for Asia. He holds a degrees in civil law and accountancy.

Objective

To provide long-term capital growth by investing primarily in a concentrated portfolio of Korean companies. At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested, either directly or through the use of financial derivative instruments, in equity securities of companies (including smaller capitalisation companies) that are domiciled in, or carrying out the main part of their economic activity in, Korea. Periodically the Sub-Fund may use long financial derivative instruments to increase its total exposure to Korean equity securities up to a maximum of 130% of its net assets.

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

Performance

Korea over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 16.2% 8.3% 0.4%
2016 3.9% 5.6% -2.3% 8.3% -7.0%
2015 -6.3% 3.7% -1.1% -9.5% 1.0%
2014 -12.8% -4.2% 4.4% -6.6% -6.7%
2013 4.1% -3.9% -10.2% 17.3% 2.7%
2012 17.3% 16.9% -10.3% 7.4% 4.1%
2011 -20.8% 3.3% 0.1% -28.2% 6.8%
2010 35.4% 5.0% -8.2% 22.1% 15.0%
2009 66.8% 4.0% 22.6% 28.7% 1.7%
2008 -50.3% -11.5% -3.2% -23.9% -23.8%
2007 1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date28/09/2007
  • Share Class size26Mn
  • Base currencyUSD
  • ISIN LU0301634860

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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