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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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Risk Warnings
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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.
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