Skip to main content
  • Register
  • Help
  • Contact us
  • Log out of your HL account

JPM Pacific Equity Inclusive - Class A - Accumulation (USD)

Sell:1,757.49p Buy:1,854.12p Change: 3.14p (0.18%)
Prices as at 20 May 2019
Sell:1,757.49p
Buy:1,854.12p
Change: 3.14p (0.18%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 20 May 2019
Sell:1,757.49p
Buy:1,854.12p
Change: 3.14p (0.18%)
Prices as at 20 May 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & 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 our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

Our view on the sector for this fund is not available.

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

20/05/14 to 20/05/15 20/05/15 to 20/05/16 20/05/16 to 20/05/17 20/05/17 to 20/05/18 20/05/18 to 20/05/19
Annual return 25.72% -4.97% 44.23% 15.69% -0.94%

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: Aisa Ogoshi
Manager start date: 1 June 2012
Manager located in: .

Aisa Ogoshi, executive director, is an investment manager and a Japan specialist within the Pacific Regional Group based in Hong Kong and is also a member of the JF Japan Team. Aisa joined the firm's Equity Derivatives Group in Japan in 1998 and later transferred to the Portfolio Analysis Group. In 2001 she became a portfolio manager with the Japan Portfolio Group. She was appointed as a Vice President of JPMorgan Asset Management in 2005 and transferred to Hong Kong the same year. Aisa obtained a B. Environmental Information from Keio University.

manager photo
Manager Name: Robert Lloyd
Manager start date: 1 January 2014
Manager located in: .

Robert Lloyd, vice president, is a Japan specialist portfolio manager within the Pacific Regional Group based in Hong Kong and is also a member of the JF Japan Team. He joined the firm in Tokyo in 2005 and then transferred to Hong Kong in 2009. He previously spent three years with UBS Asset Management in Tokyo as an investment analyst, initially for risk management and latterly for Japanese equities. He began his career as a collateral analyst in the Credit Group of Deutsche Bank, Tokyo. Robert obtained a BA in Literature and Linguistics from University of Montana.

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 an ISA, Lifetime ISA, SIPP or Fund & Share Account