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JPM Asia Growth A Acc USD

Ranked 5 out of 17 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

Mark Davids

As a UK smaller companies investment manager at JP Morgan Asset Management, Mark Davids co-managed the JPM UK Smaller Companies fund, the Luxembourg-domiciled JPM Europe Small Cap, as well as JPM Europe Recovery funds. He then moved to Japan to run the group's Core Japan Behavioural Finance fund and currently manages the Asia Pacific ex Japan Behavioural Finance and Japan Strategic Value funds. Davids joined JP Morgan as an investment analyst in 1997. He was promoted to assistant investment manager in 2000 and then to investment manager a year later. Armed with a bachelor’s degree in history and German from the University of Manchester, and a masters degree in international political economy, Davids enjoyed a stint focusing on trade and external relations at the European Commission before joining JP Morgan.

Joanna Kwok

Joanna Kwok is a regional specialist for Asia Pacific ex-Japan equities with the Emerging Markets and Asia Pacific (EMAP) Equities Team at JP Morgan based in Hong Kong. She joined the firm in 2002 as an analyst with the Hong Kong bond team and took up her current role in 2005. Prior to joining the firm, Joanna spent three years with Price Waterhouse Coopers in London where she qualified as a chartered accountant and one year in Hong Kong as a senior associate in their banking and capital markets division. Joanna obtained a B.A. (Hons) in Natural Sciences from Downing College, Cambridge University.


To provide long term capital growth by investing primarily in a concentrated portfolio of growth biased companies in Asia (excluding Japan). At least 67% of the Sub-Funds assets (excluding cash and cash equivalents) will be invested in a growth biased portfolio of equity securities of companies (including smaller capitalisation companies) that are domiciled in, or carrying out the main part of their economic activity in, an Asian country (excluding Japan). The Sub-Funds portfolio is concentrated in approximately 40 to 60 companies. Certain countries in Asia may be considered emerging market countries.

Showing fund performance in Bahrain View performance globally


Asia Pacific Excluding Japan over : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% -3.4%
2017 48.2% 14.5% 9.6% 7.0% 10.3%
2016 4.2% -1.8% 1.4% 14.0% -8.2%
2015 -8.9% 3.1% 0.4% -16.2% 5.0%
2014 -2.5% -2.1% 4.4% -5.1% 0.6%
2013 8.2% 2.5% -3.7% 6.9% 2.6%
2012 19.8% 11.9% -8.2% 11.6% 4.5%
2011 -20.8% 1.9% 0.7% -23.4% 0.7%
2010 24.3% 4.4% -7.5% 19.7% 7.6%
2009 68.8% 2.7% 32.2% 15.9% 7.3%
2008 -52.4% -17.3% -6.1% -22.9% -20.5%
2007 49.2% 3.1% 19.0% 23.4% -1.5%
2006 39.8% 14.6% -3.8% 7.2% 18.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date09/11/2005
  • Share Class size67Mn
  • Base currencyUSD
  • ISIN LU0169518387

Purchase Info

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


  • Annual management1.50%
  • Initial investment5.00%

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