JSS Equity - Asia Pacific ex Japan - P CHF acc

Ranked 153 out of 207 in - Asia Pacific Excluding Japan over 12 months
All calculations are in GBP unless stated

Managed by

Anthony Cragg

Anthony Cragg holds both a BA and an MA in English literature from Christ Church College, Oxford. He has over three decades of industry experience starting in the early eighties at Gartmore Investments. He then helped set up Dillon Read International Asset Management before joining Strong Capital in 1993. After over a decade at Strong Capital he joined Wells Fargo in 2005 where he is currently lead portfolio manager of the emerging markets and Asia Pacific equities teams.

Objective

The objective of the fund is capital appreciation by investing in Asian equities following a flexible GARP-style (Growth at reasonable price). The fund mainly invests in equities that are domiciled in Asia Pacific or equity securities of companies whose business activities are concentrated in Asia Pacific. The fund may also invest up to 15% of its net assets in convertible bonds or bonds with warrants, fixed and floating rate bonds (including zero bonds) and other fixed income instruments. Liquid assets are permitted within the 15% limit. A maximum of 10% of the fund's assets may be invested in thirdparty funds (UCITS).

Showing fund performance in United Kingdom View performance globally

Performance

Asia Pacific Excluding Japan over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.0%
2018 -11.4% -3.7% 1.5% -1.7% -7.8%
2017 22.6% 8.8% 2.0% 2.9% 7.4%
2016 9.0% 10.3% -1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. France
  5. Germany
  6. Ireland
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date31/03/2016
  • Share Class size02Mn
  • Base currencyUnits
  • ISIN LU1346721027

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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