Funds Details
Disclaimer
All information given is based on or derived from sources believed to be reliable and is provided solely for information purposes. No representation or warranty is made that it is accurate or complete. Such information shall not constitute or be deemed as an offer or a solicitation of an offer to buy or sell the funds mentioned herein, and no offers or sales of these funds will be made in jurisdictions where such offers or sales are not authorized, qualified or exempt from regulation. All these funds have been authorized for sale in Hong Kong by the SFC but this does not imply any form of investment recommendation.

The price of funds as well as any income from them may go down as well as up. Past performance is no guarantee of future performance. Potential investors should refer to the offering documents for further fund details and the risks involved.
JPMorgan Asia Equity High Income MTHRMBH (Cash)
Fund Performance
Data Updated On --
NAV Trend
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
Calendar Returns
Year
Return(%)
Top 10 Holdings
Data Updated On 2026.02.28
[{"name":"Taiwan Semiconductor Manufacturing Co Ltd","y":9.94},{"name":"Tencent Holdings Ltd","y":5.34},{"name":"Samsung Electronics Co Ltd Participating Preferred","y":3.21},{"name":"National Australia Bank Ltd","y":3.09},{"name":"Telstra Group Ltd","y":2.98},{"name":"Alibaba Group Holding Ltd Ordinary Shares","y":2.43},{"name":"Hong Kong Exchanges and Clearing Ltd","y":2.32},{"name":"AIA Group Ltd","y":2.31},{"name":"Ping An Insurance (Group) Co. of China Ltd Class H","y":2.24},{"name":"Samsung Electronics Co Ltd","y":2.06}]
Item
Percentages
1. Taiwan Semiconductor Manufacturing Co Ltd
9.94
2. Tencent Holdings Ltd
5.34
3. Samsung Electronics Co Ltd Participating Preferred
3.21
4. National Australia Bank Ltd
3.09
5. Telstra Group Ltd
2.98
6. Alibaba Group Holding Ltd Ordinary Shares
2.43
7. Hong Kong Exchanges and Clearing Ltd
2.32
8. AIA Group Ltd
2.31
9. Ping An Insurance (Group) Co. of China Ltd Class H
2.24
10. Samsung Electronics Co Ltd
2.06
Fund Information
Data Updated On 2026.04.04
Investment Objective
The investment policy is to aim to generate a high level of income while maintaining prospects for long-term capital appreciation by investing primarily (i.e. at least 70% of its total net asset value) in equity securities of listed companies in Asia (excluding Japan), and using derivatives where appropriate. At the same time, the Fund is intended to offer a less volatile return stream than the broader market through the use of derivatives.
Key Facts
ISIN
HK0001000121
Asset Class
Equity Fund
Fund Category
Other Equity
Geography
Asia Pacific ex Japan
Risk Rating
High
Morningstar Rating
--
Currency
CNH
Fund Size
USD 2,521,309,756.00
Price
11.56
Nav Date
2026.04.01
Change(%)
3.77
Net Asset Value
11.56
Fluctuation(%)
--
Sharpe Ratio 1 Year(%)
1.37
Dividend Option
Cash / Reinvest
Dividend Yield(%)
--
Ex-Dividend Date
2026.03.31
Other Detail
Dealing Frequency/Dealing cutoff Time
Daily/14:30
Fund House
J.P. Morgan Asset Management
Establish Date
2024.04.03
Fund Manager
Julie Ho
Fund Manager (Start Date)
2023.12.21
Fund Manager Intro
Julie Ho, executive director, is a portfolio manager for the Emerging Markets and Asia Pacific (EMAP) Equities Income strategy within the EMAP Equities team, based in Hong Kong. She has been with the team since 2013, and helped to launch the JPMorgan Asia Equity Dividend Fund. Prior to that, she was an equity analyst within our US Equities team covering the REITs sectors since 2005. Julie graduated Phi Beta Kappa from Brown University with a B.S. in Biology and a B.A. in Economics. She is a CFA Charterholder.
Cost
Max Handling Fee(%)
--
Fund Switching Fee(%)
--
*Not applicable to funds*
Management Fee(%)
2.50
Performance Fee(%)
--
Min Redemption Fee(%)
--
Dividend History
Ex-Dividend Date
Dividend per Share
Annualized Yield (%)
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