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JPM Greater China Inclusive - Class A - Income (USD)

Sell:6,029.39p Buy:6,363.11p Change: 54.29p (0.91%)
Prices as at 18 June 2021
Sell:6,029.39p
Buy:6,363.11p
Change: 54.29p (0.91%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 18 June 2021
Sell:6,029.39p
Buy:6,363.11p
Change: 54.29p (0.91%)
Prices as at 18 June 2021
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

China has continued to grow its economy strongly but the rate of growth has slowed in recent years. The economy is going through a transition, shifting from a focus on low-value exports, high investment and infrastructure spending, to domestic consumption and services. Companies are also benefiting from looser regulation, anti-corruption policies, rising consumer spending and improved healthcare and technology. China's a higher-risk emerging market though. The transition from an export-driven to consumption-driven economy will not happen overnight. It could take years to come to fruition and there will be setbacks along the way.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

18/06/16 to 18/06/17 18/06/17 to 18/06/18 18/06/18 to 18/06/19 18/06/19 to 18/06/20 18/06/20 to 18/06/21
Annual return 46.37% 26.14% -10.52% 37.56% 37.36%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Rebecca Jiang
Manager start date: 3 July 2017
Manager located in: Hong Kong

Rebecca Jiang, executive director, is a country specialist for Greater China equities and a member of the Greater China Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team. Based in Hong Kong, she joined the firm in 2017 after six years at Fidelity International where she was a senior equity research analyst, responsible for regional and single country coverage including China healthcare, Hong Kong/China banking and regional gaming. Rebecca began her career with Deutsche Bank in 2005 as an equity research analyst covering the consumer discretionary and media sectors in China and Hong Kong. Rebecca obtained a B.A. in International Finance and a Masters in Finance from Fudan University. She is also a CFA Charterholder.

manager photo
Manager Name: Howard Wang
Manager start date: 1 August 2005
Manager located in: .

Howard Wang, managing director, is a country specialist for Greater China equities and head of the Greater China team within the Emerging Markets and Asia Pacific (EMAP) Equities team. Based in Hong Kong, he leads the Greater China-dedicated investment teams in Hong Kong, Shanghai and Taipei. He joined the firm in 2005 after eight years at Goldman Sachs, where he was managing director and head of the Taiwan office and prior to that, a member of both Goldman's equities principal strategies and private equity teams in Hong Kong.  He began his career with Lazard Frères in 1995 as a financial analyst in mergers & acquisitions in New York. Howard obtained a B.A. summa cum laude in economics from Yale University.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account