JPMorgan Funds - Asia Pacific Income Fund A (dist) - USDRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 3.6 | 5.3 | -1.5 | 0.4 | 4.7 |
![]() | +/-Cat | -9.4 | 5.0 | 6.7 | 2.7 | 0.2 |
![]() | +/-B’mrk | -8.9 | 6.4 | 2.9 | -1.7 | -0.6 |
Category: Asia Allocation | ||||||
Category Benchmark: Morningstar Asia 50/50 NR USD |
Key Stats | ||
NAV 14/08/2024 | USD 31.36 | |
Day Change | 0.07% | |
Morningstar Category™ | Asia Allocation | |
ISIN | LU0117844026 | |
Fund Size (Mil) 14/08/2024 | USD 1348.30 | |
Share Class Size (Mil) 14/08/2024 | USD 89.18 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 18/07/2024 | 1.77% |
Morningstar Research |
Analyst Report | 21/11/2023 Hunter Beaudoin, Associate Analyst Morningstar, Inc |
JPMorgan Asia Pacific Income is an income-focused Asia allocation strategy led by a capable investment team on its equity sleeve, the strategy’s alpha driver, and it follows a consistently executed equity investment process, although we continue... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 23 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: JPMorgan Funds - Asia Pacific Income Fund A (dist) - USD |
To provide income and long term capital growth by investing primarily in income-generating securities of countries in the Asia Pacific region (excluding Japan). |
Returns | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Jeffrey Roskell 01/02/2010 | ||
Julie Ho 01/01/2014 | ||
Click here to see others | ||
Inception Date 15/06/2001 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
50% JPM Asia Credit TR USD , 50% MSCI AC Asia Pac Ex JPN NR USD | Morningstar Asia 50/50 NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for JPMorgan Funds - Asia Pacific Income Fund A (dist) - USD | 31/05/2024 |
| ||||||||||||||||||||||||||||||||||||||||||
![]() | ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
![]() | ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
![]() | ||||||||||||||||||||||||||||||||||||||||||
|