Relevance of strategy
This fund represents active exposure to Asia ex Japan large cap-biased equities.
Differentiated portfolio
The fund focuses on a bottom-up investment approach combining fundamental and systematic research.
Data as of
JPMorgan Asset Management (JPMAM) is the international asset management business of JPMorganChase, a leading global financial services firm. JPMAM manages over $3tn USD of AUM globally across asset classes and categories.
The JPMorgan Asia Pacific Equity Fund is an actively managed fund that aims to provide long-term capital growth by investing primarily in companies in the Asia Pacific Basin excluding Japan, with no market cap constraints. The fund uses a high conviction approach combining fundamental and systematic research inputs to identify stocks with specific style characteristics, such as value and momentum in price and earnings trends. The fund has a large cap-bias and has >90 holdings.
Price Performance – Maximum Period
Investment-Time-Horizon in years
JPMorgan Funds - JPM Asia Pacific Equity Fund
This fund represents active exposure to Asia ex Japan large cap-biased equities.
Amundi MSCI AC Asia Ex Japan UCITS ETF
Dimensional Funds PLC - World Equity Fund
The Dimensional World Equity Fund is our FAIRHORIZON Red reference benchmark solution that has primarily global developed equities for long-term global equity-like returns and volatility.
This fund represents active exposure to Asia ex Japan large cap-biased equities.
The fund focuses on a bottom-up investment approach combining fundamental and systematic research.
Sectors
Geography