JPM ASEAN Equity Fund(LU0532188223)
- Equities
- Asia
- SGD Cash, SRS
- Accumulating
The Fund seek to provide long-term capital growth by investing primarily in companies of countries which are members of the Association of South East Asian Nations (ASEAN).
Provides targeted exposure to a portfolio of high-quality Southeast Asian companies through fundamental bottom-up stock selection and active management. Focuses on identifying domestic champions, long-term compounders, and medium-term cyclical opportunities across the market capitalization spectrum.
Managed by a dedicated team of five ASEAN country specialists with an average of 18 years of industry experience. Supported by the broader J.P. Morgan Asset Management Emerging Markets and Asia Pacific (EMAP) equities platform. The investment team utilizes local research and expertise to drive high-conviction stock selection across the region.
Consistently aims to outperform the MSCI AC ASEAN 10/40 benchmark through a cycle by focusing on quality and growth factors. Targets a strong long-term track record characterized by efficient upside participation and downside protection. Structural performance drivers include fundamental stock selection, though the fund may deviate from the benchmark due to specific country or sector underweights.
Employs a fundamental, research-driven process to build a relatively concentrated, high-conviction portfolio. Integrates top-down macroeconomic views with bottom-up analysis to refine conviction in stock and country exposures. Systematically incorporates ESG factors into the investment decision-making process to manage risk and enhance long-term returns.
Endowus offers retail share class with 100% trailer fee rebated back to Endowus investors to achieve lower cost of access.
Serves as a core regional equity allocation for investors seeking exposure to the long-term growth potential of Southeast Asian economies. Investors should maintain a diversified global portfolio as this regional strategy can experience periods of heightened volatility due to its concentrated nature.
Daily data. Returns as of 14 Sep 2026.
| Year | Total | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2026 | - | 2.5% | 3.2% | -6.7% | 1.9% | 3.0% | 0.7% | 4.7% | 1.1% | - | - | - | - |
| 2025 | 6.3% | -0.1% | -4.2% | 1.3% | -0.5% | 3.5% | -2.2% | 3.1% | 2.7% | -0.1% | 2.7% | -1.1% | 1.3% |
| 2024 | 15.8% | -1.5% | 2.6% | 2.0% | -0.7% | -1.1% | 1.9% | 2.1% | 4.6% | 5.0% | -1.5% | 1.7% | -0.1% |
| 2023 | -2.9% | 2.8% | -3.4% | 2.5% | 0.7% | -3.3% | -0.3% | 4.0% | -2.8% | -2.6% | -4.8% | 0.0% | 4.8% |
| 2022 | -5.8% | -0.9% | 3.0% | -0.3% | -1.4% | -3.1% | -7.3% | 1.6% | 3.5% | -3.0% | -0.6% | 4.6% | -1.7% |
| Load more | 5 of 17 | ||||||||||||
| DBS Group Holdings Ltd | 9.87% |
| Oversea-Chinese Banking Corp Ltd | 9.68% |
| Sea Ltd ADR | 6.10% |
| Singapore Telecommunications Ltd | 5.59% |
| United Overseas Bank Ltd | 4.74% |
| PT Bank Central Asia Tbk | 4.51% |
| Delta Electronics (Thailand) PCL | 3.89% |
| Malayan Banking Bhd | 3.66% |
| International Container Terminal Services Inc | 3.48% |
| Singapore Exchange Ltd | 3.47% |
| Advanced Info Service PCL | 3.07% |
| Singapore Technologies Engineering Ltd | 2.90% |
| Keppel Ltd | 2.81% |
| CIMB Group Holdings Bhd | 2.80% |
| Public Bank Bhd | 2.63% |
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