Jupiter China

Ranked 45 out of 56 in - China over 12 months
All calculations are in GBP unless stated

Managed by

Ross Teverson

Ross Teverson joined Jupiter in 2014 as Head of Strategy, Emerging Markets Equities. He manages the Jupiter Global Emerging Markets Unconstrained SICAV, the Jupiter China Select SICAV. Prior to joining Jupiter, Ross worked for 15 years at Standard Life Investments, where he managed a global emerging markets equity Fund. Ross spent 7 years in Standard Life Investment’s Hong Kong office, where he managed an Asian equity fund, and was a director of the business. He was also appointed director of Heng An Standard Life, a Chinese life insurance joint venture between Standard Life and Tianjin Economic-Technological Development Area. Ross is a graduate of Oxford University and is a member of the Chartered Financial Analyst Institute.

Objective

To achieve long term capital growth through investing principally in companies operating in China (including Hong Kong) but may also invest in companies operating in other countries which, in the Manager's opinion, conduct a material proportion of their business in China (including Hong Kong) or derive a material proportion of their earnings from activities in China. The Manager will only enter into derivative transactions for the purpose of efficient portfolio management and not for investment.

Showing fund performance in United Kingdom View performance globally

Performance

China over : 31/03/2018 - 31/03/2019
  • Rank 45/56 Total Return
  • Rank 11/56 Standard Deviation
  • Rank 31/56 Max Drawdown
Fund Name Currency Loss
29 First State All China B USD Acc GBP

-21.5%

30 Atlantis China USD GBP

-21.6%

31 Jupiter China Acc GBP

-21.8%

32 Jupiter China Select L USD Acc GBP

-21.9%

33 First State China A A LV GBP

-22.1%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.6%
2018 -14.4% -4.7% 4.3% -9.4% -5.0%
2017 25.1% 7.5% 2.0% 7.0% 6.7%
2016 10.6% -6.1% -0.5% 19.0% -0.5%
2015 5.6% 11.0% 3.7% -20.0% 14.8%
2014 2.4% -7.5% 0.5% 2.7% 7.3%
2013 19.9% 8.4% -3.8% 4.3% 10.1%
2012 11.9% 6.1% -7.7% -0.2% 14.4%
2011 -27.3% -3.9% -5.1% -29.1% 12.5%
2010 8.9% 9.2% -10.8% 6.1% 5.5%
2009 76.1% 6.0% 27.2% 11.5% 17.1%
2008 -45.0% -28.7% -3.4% -25.4% 6.9%
2007 66.6% 15.6% 20.2% 20.0% -0.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
NetEase Inc DR 4.25%
Tencent Holdings Ltd ORD 4.03%
Bank of China Ltd ORD 3.81%
Baidu Inc DR 3.71%
BizLink Holding Inc ORD 3.67%
CPMC Holdings Ltd ORD 3.55%
Hollysys Automation Technologies Ltd ORD 3.55%
Alibaba Group Holding Ltd DR 3.54%
Ginko International Co Ltd ORD 3.47%
China Construction Bank Corp ORD 3.44%
31/12/2018

Registered For Sale In

  1. Spain
  2. Taiwan
  3. United Kingdom

Fund Info

  • Launch date20/10/2006
  • Share Class size68Mn
  • Base currencyGBX
  • ISIN GB00B1DTDX49

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).