Jupiter Asian Income Class I - Accumulation (GBP)
Our view on this Fund
This fund is on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. However, this is not a recommendation to buy.
We think this fund's a great way to access Asia's exciting growth potential, along with a regular income. A focus on dividend-paying companies, mainly based in developed Asian markets like Hong Kong and Singapore, makes it quite different to other Asian funds.
Jason Pidcock, the fund's manager, has invested in Asia for income for a long time. There are few other managers that have done the same. We're encouraged by his long-term experience and track record, and optimistic about the fund's potential for both income and growth.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
Fund Track Record
07/11/19 to 07/11/20 | 07/11/20 to 07/11/21 | 07/11/21 to 07/11/22 | 07/11/22 to 07/11/23 | 07/11/23 to 07/11/24 | |
---|---|---|---|---|---|
Annual return | -1.65% | 17.49% | 6.05% | 3.18% | 22.60% |
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.