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JPMorgan Korea (acc) - USD

Ranked 2 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

The investment policy of the Fund is to provide investors with long-term capital appreciation through investment primarily in companies whose shares are listed on the Korea Stock Exchange or traded on the Korean over-the-counter market. The Fund may also invest in derivatives such as forward contracts, options, warrants and futures for investment purposes and may under limited circumstances as considered appropriate by the Manager and the Investment Manager, hold substantial amounts of its portfolio in cash and cash based instruments.

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 16.3% 8.6%
2016 4.2% 5.5% -1.8% 8.0% -6.8%
2015 -6.3% 3.9% -1.0% -9.6% 0.7%
2014 -12.4% -4.1% 4.6% -6.5% -6.6%
2013 5.2% -3.8% -9.2% 17.3% 2.7%
2012 19.2% 18.6% -9.9% 7.7% 3.6%
2011 -21.4% 3.0% -0.1% -28.4% 6.7%
2010 32.4% 5.0% -9.7% 21.9% 14.6%
2009 70.3% 2.5% 28.0% 27.3% 1.9%
2008 -52.4% -13.2% -4.4% -21.8% -26.7%
2007 39.3% -0.2% 29.8% 9.1% -1.5%
2006 15.2% 2.1% -4.8% 5.2% 12.7%
2005 72.8% 17.2% 1.4% 23.4% 17.8%
2004 31.7% 12.9% -8.4% 7.7% 18.2%
2003 35.8% -18.7% 37.0% 9.9% 11.0%
2002 8.5% 40.5% -10.6% -14.6% 1.1%
2001 59.4% 2.4% 25.2% -15.4% 46.9%
2000 -57.3% -17.0% -15.7% -23.2% -20.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. Hong Kong
  3. Jersey
  4. Macau
  5. Singapore
  6. Taiwan

Fund Info

  • Launch date11/12/1991
  • Share Class size266Mn
  • Base currencyUSD
  • ISIN HK0000055712

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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