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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

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 : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 16.2% 8.3%
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

Asset Allocation

Breakdown

30/04/2017

Top 10 Holdings

Stock Size
Samsung Electronics Co Ltd ORD 7.80
Korea Electric Power Corp ORD 5.74
SK Hynix Inc ORD 4.23
KCC Corp ORD 4.11
Hyundai Glovis Co Ltd ORD 3.79
Samsung Fire & Marine Insurance Co Ltd ORD 3.62
CJ Cheiljedang Corp ORD 3.55
SK Holdings Co Ltd ORD 3.10
S-Oil Corp ORD 3.07
SK Telecom Co Ltd ORD 2.39
30/04/2017

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. Luxembourg
  16. Macau
  17. Netherlands
  18. Norway
  19. Singapore
  20. Spain
  21. Sweden
  22. Switzerland
  23. United Kingdom

Fund Info

  • Launch date28/09/2007
  • Share Class size31Mn
  • 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).