At A Glance
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JPMorgan Pacific Technology A Dis USD
Net Asset Value
11.19USD
0.63
16 May 2013
YTD Return (Cumulative)
6.84%5 Year Return (Annualized)
4.87%Classification
Equity Sector Tech Media&TeleManager Benchmark
Index not available in LipperLipper Leader Profile (Overall)
The Growth of 10,000USD chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.
Fund Profile
| Fund Promoter | JPMorgan |
|---|---|
| Portfolio Manager | JF Asset Management Limited |
| Launch Date | 02 Jun 2000 |
| Geographical Focus | Asia Pacific |
| Redemption Current | 0.50% |
| Redemption Max | 0.50% |
| Redemption Min | -- |
Fees, Expenses, & Minimums
| Early Redemption Fee | 0.50% |
|---|---|
| Initial Current | 5.00% |
| Initial Max | 5.00% |
| Initial Min | -- |
| Regular Investments | -- |
| Irregular Investments | -- |
| Total Net Assets | 8.61 M USD |
| Total Net Assets Date | 30 Apr 2013 |
| Annual Current Charge | 1.50% |
| Annual Max Charge | 1.50% |
| Annual Min Charge | -- |
Investment Strategy
To provide long-term capital growth by investing primarily in technology, media and telecommunications related companies in the Pacific Basin (including Japan). At least 67% of the Sub-Fund's total assets (excluding cash and cash equivalents) will be invested in equity and equity linked securities of technology related companies that are incorporated under the laws of, and have their registered office in, a country in the Pacific Basin (including Japan), or that derive the predominant part of their economic activity from the Pacific Basin (including Japan), even if listed elsewhere.
Overall Lipper Leaders Ratings & Fund Profile »
| Similar Rating/ Category | ||
|---|---|---|
| Total Return | 18677 | |
| Consistent Return | 18677 | |
| Capital Preservation | 19043 | |
| Low Expense | 13171 |
About the ratings...
Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »
Lipper Leaders.comAbout the ratings
Lipper Ratings for Total Return reflect funds' historical total return performance relative to peers. Lipper Ratings for Consistent Return reflect funds' historical risk-adjusted returns relative to peers. Lipper Ratings for Preservation are relative, rather than absolute. Lipper Ratings for Expense reflect funds' expense minimization relative to peers. Lipper Ratings DO NOT take into account the effects of sales charges. Overall Lipper Ratings are based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable).
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Quick Fund Facts
This fund is not an index fund
This fund is open to new investors
This fund is not ISA eligible
