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We are excited to share that 3 highly popular funds managed by JP Morgan Asset Management have been introduced onto the Endowus Hong Kong platform.
The JP Morgan US Technology Fund offers investors exposure to both the technology sector and non-technology sectors benefiting from disruption or innovation. Notably, the Fund has a tilt towards the small- to mid-cap space, differentiating it from its US technology peers, which tend to have a bias towards megacaps.
The JP Morgan China A-Shares Opportunities Fund, provides investors with exposure to the Chinese onshore A-share equities market, particularly for those looking to capitalise on the recent recovery following a series of positive policy announcements by the officials.
Being one of the oldest Hong Kong dollar money market fund offerings in the market, the JPMorgan Money Fund - HK$ Fund can serve as a vehicle to park short-term liquidity needs, as interest rates are expected to fall.
If you are currently holding these funds at other fund platforms or distributors, transfer your fund holdings in a few steps and immediately save up to 50% or more on fund savings with our industry-first 100% trailer fee rebate. Learn more here.
New: JP Morgan Asset Management funds
JP Morgan US Technology Fund
ISIN: LU0082616367 (USD), LU1894109211 (HKD)
The Fund aims to provide long-term capital growth by investing primarily in technologies (including but not limited to technology, media and communication services) related US companies. The Fund has a tilt towards the SMID cap space, which is differentiated from the US technology peer group where there is a bias towards mega caps.
The Fund is run by two co-PMs with an average experience of more than 20 years, supported by two more dedicated research analysts and the JPM US Equity research platform consisting of more than 40 professionals.
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JP Morgan China A-Shares Opportunities
ISIN: HK0000222684 (USD), HK0000206075 (HKD)
The Fund provides exposure to growth names in the China A space that are underpinned by fundamental conviction in their long-term growth and quality. It taps into China’s “new economy” growth story which broadly touches upon on middle class expansion, urbanization as well as innovation.
The Fund is managed by Rebecca Jiang, with Howard Wang taking on the role of Investment Advisor. They are further supported by a deep bench of dedicated Greater China analysts, each specializing in sectors within China and commanding a deep knowledge into the market-specific opportunities and risks.
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JP Morgan Money Fund - HK$
ISIN: HK0000055738 (HKD)
The Fund provides an efficient vehicle for holding liquid assets currently denominated in the currency of Hong Kong. The manager will invest funds solely in deposits and money market instruments with unexpired maturities of less than 397 days (or two years in the case of public sector investments).
The Fund focuses on capital preservation and liquidity. It is one of the oldest and largest HK$ money market funds in the market; it was incepted in 1983.
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Funds for Professional Investors (PIs) only
Endowus also offers a broad selection of institutional-grade PI-only mutual funds, hedge funds and private markets across private equity, private credit, and absolute return multi-strategy hedge funds.
If you wish to verify as a Professional Investor to access these funds, please contact support.hk@endowus.com.
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Whether you aim to invest in money market funds to gain a relatively stable payout or invest in US equity funds to pursue potential capital appreciation, there’s something for everyone at Endowus. Refer to our investment funds list here in a single glance
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Check out our Endowus Flagship Portfolios, which are offered as discretionary management service, as well as our short-term cash management portfolios, income portfolios to satellite portfolios for sectors, geographies, and themes. Investors can use these pre-populated templates as a starting point for their portfolios; they can take the template as it is, or make changes to suit their preferences and needs.
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*Annualised returns are calculated based on the returns of the target share class, and the oldest share class of the fund where the target share class is younger than three years. Three-year returns are based on the period from Nov 2021 to Oct 2024, and five-year returns are based on the period from Nov 2019 to Oct 2024 unless otherwise stated. Returns are translated into USD (except for non-USD funds) and are net of fund-level fees.
Where a fund or portfolio has both HKD and USD share classes, the fees of the USD share class are shown. Total portfolio and fund-level fees include fund total fund-level fees.
Endowus does not charge subscription, redemption fees or other additional fees, other than all-in Endowus Fee.
Risk Warnings
Investment involves risk. Past performance is not an indicator nor a guarantee of future performance or returns. Projected performance or returns is not guaranteed to materialise. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested. Rates of exchange may cause the value of investments to go up or down. Individual stock performance does not represent the return of a fund.
Risk related to discretionary management . As Flagship Portfolios are provided under discretionary services, Endowus will manage the assets under the portfolio subject to compliance with the terms and conditions of the DPM Services Agreement and on a fully discretionary basis; you will not have any role or right to make investment decisions, except for making contributions or withdrawals from the portfolio; it would not be mandatory for Endowus to provide the underlying fund prospectuses or other fund information to you for each and every investment decision made on behalf of you. You should exercise caution before investing in discretionary managed portfolios.
Flagship Portfolio may contain professional-investors only fund(s) and/or “Complex Product”. In general, Professional-investors only funds are funds that have not been authorised, nor have the offering documents been reviewed by the SFC. “Complex Products” (as defined by the Securities and Futures Commission, the “SFC”) refer to investment products (e.g. funds) whose terms, features and risks are not reasonably likely to be understood by retail investors because of their complex structures. Professional-investor only funds and Complex Product in general may have higher risk than other retail and non-complex products. Past performance is not indicative of future performance. All investments involve risks (including the possibility of loss of the capital invested) and the price of fund units may go up as well as down. This fund may invest in financial derivatives which may involve additional risks (e.g. market, counterparty, liquidity, leverage and volatility risks) and lead to higher volatility. In adverse situations, the fund may suffer significant losses. This fund is not principal protected. In the worst-case scenario, you may lose the entire invested amount. Do not invest in a complex product unless you understand and are willing to assume the risks associated with it, including (in some cases) the risk that you may lose more than the invested amount. Please refer to the “Important Information About Funds” for details of the risks involved. If you are in any doubt, you should clarify with us or seek independent professional advice.
General risk warnings relating to collective investment schemes
Before making an investment decision, you are reminded to refer to the relevant prospectus/ offering document for specific risk considerations and related fees and charges. Funds are not a bank deposit and not capital guaranteed, and is subject to investment risks, including the possible loss of the principal amount invested. Some of the funds also involve derivatives. Do not invest in them unless you fully understand and are willing to assume the risks associated with them.
Opinions
Whilst Endowus HK Limited (“Endowus”) has tried to provide accurate and timely information, there may be inadvertent delays, omissions, technical or factual inaccuracies or typographical errors. Any forward-looking statements, prediction, projection or forecast on the economy, stock market, bond market or economic trends of the markets contained in this material are subject to market influences and contingent upon matters outside the control of Endowus HK Limited (“Endowus”) and therefore may not be realised in the future. Further, any opinion or estimate is made on a general basis and subject to change without notice. In presenting the information above, none of Endowus HK Limited, its affiliates, directors, employees, representatives or agents have given any consideration to, nor have made any investigation of the objective, financial situation or particular need of any user, reader, any specific person or group of persons. Therefore, no representation is made as to the completeness and adequacy of the information to make an informed decision. You should carefully consider whether any investment views and products/ services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances. You may also wish to seek financial advice through a financial advisor or the Endowus platform and independent legal, accounting, regulatory or tax advice, as appropriate.
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Nothing contained in this article should be construed as a solicitation, an offer to buy or sale, or recommendation, to acquire or dispose of any security, commodity, investment or to engage in any other transaction in any jurisdiction in which such solicitation, offer to buy or sale would be unlawful under the securities laws in such jurisdiction. No information included in this article is to be construed as investment advice or as a recommendation or a representation about the suitability or appropriateness of any advisory product or service; or an offer to buy or sell, or the solicitation of an offer to buy or sell, any security, financial product, or instrument; or to participate in any particular trading strategy. Investors should seek independent financial and tax advice before making any investment decision.
Product Risk Rating: Please note that any product risk rating (the “PRR”) provided by us is an internal rating assigned based on our product risk assessment model, and is for your reference only. The PRR is subject to change from time to time. The PRR does not take into account your individual circumstances, objectives or needs and should not be regarded as advice or recommendation to purchase, hold or sell any fund or make any other investment decisions. Accordingly, you should not solely rely on the PRR in making your investment decision in the relevant Fund.
This article has not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.
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