We don’t support this browser anymore.
This means our website may not look and work as you would expect. Read more about browsers and how to update them here.

JPM Pacific Equity Inclusive - Class A - Income (GBP)

Sell:3,284.00p Buy:3,465.00p Change: 34.00p (1.05%)
Prices as at 23 December 2024
Sell:3,284.00p
Buy:3,465.00p
Change: 34.00p (1.05%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 23 December 2024
Sell:3,284.00p
Buy:3,465.00p
Change: 34.00p (1.05%)
Prices as at 23 December 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
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

Asia is home to some of the most dynamic economies in the world and has the potential to grow strongly over the long term. Funds in this sector invest in more mature economies like Korea, Taiwan, Hong Kong and Singapore together with emerging economies such as the Philippines and Indonesia. Some also invest in other developed economies such as Australia. The region is home to some of the biggest economies in the world, like China and India, and a growing middle class means they're less reliant on exporting to the West. Domestic consumption and the growing use of technology could help drive the next phase of their growth. We think Asia is home to plenty of good investment opportunities but it's a higher-risk area to invest so a long-term approach is needed.

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

24/12/19 to 24/12/20 24/12/20 to 24/12/21 24/12/21 to 24/12/22 24/12/22 to 24/12/23 24/12/23 to 24/12/24
Annual return 22.78% 2.93% -15.73% -5.86% 12.89%

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, managing director, is a portfolio manager within the Asia Pacific Regional team within the Emerging Markets and Asia Pacific (EMAP) Equities team based in Hong Kong. Aisa joined the Firm's Equity Derivatives Group in Japan in 1998 and later transferred to the Portfolio Analysis Group (PAG). In 2001, she became a portfolio manager within the Japan Portfolio Group and transferred to Hong Kong in 2005. Aisa obtained a B.A. in Environmental Information from Keio University, Japan.

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

Robert Lloyd, executive director, is a portfolio manager within the Asia Pacific Regional team within the Emerging Markets and Asia Pacific (EMAP) Equities team, based in Hong Kong. He joined the Firm in Tokyo in 2005 and transferred to Hong Kong in 2009. Prior to this, Robert 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 B.A. in Literature and Linguistics from the University of Montana, U.S.

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
Invest now