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Jupiter Asian Income Acc

Ranked 19 out of 207 in - Asia Pacific Excluding Japan over 12 months
All calculations are in GBP unless stated

Managed by

Jason Pidcock

Jason Pidcock graduated from Essex University, and started his career with Henderson where he was assistant fund manager between 1993 and 1996. He then joined BP where he was responsible for stock selection and asset allocation in the Asia Pacific excluding Japan region for the BP pension fund. In 2004 he joined Newton Investment Management, part of BNY Mellon, where he managed the Newton Oriental, Mellon Asian Equity and Newton Asian Income funds. In May 2015 Jason left Newton Investment Management and joined Jupiter where he runs their Asian Income Strategy. Jason's investment style is pragmatic with regard to style. He prefers a longer-term approach, which is reflected in a two to three year investment horizon. He has over 13 years of investment experience in the Asia Pacific sector.

Objective

The Fund aims to generate income and capital growth over the long term by investing primarily in equities and similar securities of companies listed or located in the Asia Pacific region (including Australia and New Zealand) excluding Japan. The Fund may also invest in exchange traded funds, investment trusts and other closed or open-ended funds, as well as cash and near cash, money market instruments and deposits. The Fund may also enter into derivative transactions but only for the purposes of efficient management of the portfolio and not for investment.

Showing fund performance in United Kingdom View performance globally

Performance

Asia Pacific Excluding Japan over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.9%
2018 -5.0% -5.2% 5.1% 0.4% -5.0%
2017 14.8% 8.7% 2.2% -0.4% 3.7%
2016 9.4% 9.2% -1.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Sands China Ltd ORD 6.41%
Link Real Estate Investment Trust 5.93%
Samsung Electronics Co Ltd PFD 5.42%
Taiwan Semiconductor Manufacturing Co Ltd ORD 5.37%
Hon Hai Precision Industry Co Ltd ORD 4.05%
NWS Holdings Ltd ORD 3.90%
Macquarie Group Ltd ORD 3.81%
Scentre Group Ltd REIT 3.62%
China Mobile Ltd ORD 3.52%
Singapore Telecommunications Ltd ORD 3.46%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/03/2016
  • Share Class size02Mn
  • Base currencyGBP
  • ISIN GB00BZ2YML94

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment250

Charges

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

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