JPMorgan Funds - Asia Pacific Income Fund D (acc) - USDRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 3.2 | 4.8 | -1.9 | -0.1 | 6.7 | |
+/-Cat | -9.8 | 4.5 | 6.2 | 2.2 | -1.3 | |
+/-B’mrk | -9.4 | 5.9 | 2.4 | -2.2 | -1.4 | |
Category: Asia Allocation | ||||||
Category Benchmark: Morningstar Asia 50/50 NR USD |
Key Stats | ||
NAV 21/11/2024 | USD 33.08 | |
Day Change | 0.24% | |
Morningstar Category™ | Asia Allocation | |
ISIN | LU0117844612 | |
Fund Size (Mil) 21/11/2024 | USD 1295.31 | |
Share Class Size (Mil) 21/11/2024 | USD 23.43 | |
Max Initial Charge | - | |
Ongoing Charge 18/07/2024 | 2.23% |
Morningstar Research |
Analyst Report | 18/11/2024 Hunter Beaudoin, 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 | |
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People | 23 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: JPMorgan Funds - Asia Pacific Income Fund D (acc) - 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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Julie Ho 01/01/2014 | ||
Ruben Lienhard 01/06/2018 | ||
Click here to see others | ||
Inception Date 22/06/2001 |
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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 | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - Asia Pacific Income Fund D (acc) - USD | 31/10/2024 |
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