JPM China A-Share Opportunities Fund(LU1255011170)
- Equities
- China
- USD Cash
- Accumulating
The Fund aims to provide long-term capital growth by investing primarily in companies of the People's Republic of China (PRC).
Taps into China's "new economy" growth story which broadly touches upon on middle class expansion, urbanisation as well as innovation Provides exposure to growth names in the China A space that are underpinned by fundamental conviction in their long-term growth and quality
The Fund is managed by Portfolio Managers Rebecca Jiang and Li Tan, with Howard Wang and Simmy Qi serving as Investment Advisors. The team has an average of over 15 years of industry experience. They are further supported by a deep bench of dedicated Greater China analysts, each specialising in sectors within China and commanding a deep knowledge into the market-specific opportunities and risks.
The Fund aims to provide long-term capital growth by investing primarily in companies of the People's Republic of China (PRC). The Fund typically exhibits a downside capture ratio greater than 100%, indicating that it tends to underperform the CSI 300 Index during periods of decline, with a larger drawdown than the benchmark. This pattern has generally been confined to down-market environments, with the exception of 2024. Since inception, the Fund has outperformed the benchmark on an annualised basis, net of fees.
Based on fundamental analysis, companies are systematically bucketed into four strategic classifications (Premium, Quality, Standard and Challenged) to reflect the team's level of conviction which subsequently guides the construction of the portfolio. Fund allowed to invest into H shares to capture arbitrage opportunities between A and H shares for companies with dual listings.
Endowus offers retail share class with 100% trailer fee rebated back to Endowus investors to achieve lower cost of access.
Investors looking for a high conviction growth focused satellite position with a China-focused solution will find the fund to be of interest, but should note the inherent volatility that comes with the fund's bias towards growth stocks. Investors should remain mindful that the Fund is an equity strategy and will likely experience periods of heightened volatility and drawdowns. Additionally, the Fund is concentrated in its geography rather than in a broader diversified basket which may involve country-specific risk. Nonetheless, over a longer economic cycle, the Fund has rewarded its investors with superior risk-adjusted returns.
Daily data. Returns as of 17 Sep 2026.
| Year | Total | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2026 | - | 3.9% | 3.1% | -6.8% | 9.7% | 3.9% | 2.7% | -7.1% | 2.4% | - | - | - | - |
| 2025 | 34.6% | -0.0% | 2.2% | 0.3% | -4.8% | 1.9% | 3.5% | 5.4% | 13.1% | 8.5% | 0.0% | -2.3% | 3.7% |
| 2024 | 4.4% | -13.1% | 12.1% | -0.6% | 3.9% | -1.9% | -4.2% | -0.9% | -2.3% | 23.4% | -4.5% | -2.2% | -1.0% |
| 2023 | -24.6% | 8.5% | -6.0% | 0.2% | -6.0% | -8.8% | 0.9% | 5.1% | -8.3% | -4.3% | -6.6% | 0.6% | -1.5% |
| 2022 | -28.6% | -10.5% | -0.3% | -10.2% | -10.0% | 4.0% | 8.5% | -5.9% | -5.4% | -9.1% | -6.1% | 11.2% | 3.8% |
| Load more | 5 of 12 | ||||||||||||
| Contemporary Amperex Technology Co Ltd Class A | 6.92% |
| Ping An Insurance (Group) Co. of China Ltd Class A | 3.63% |
| Zhongji Innolight Co Ltd Class A | 3.32% |
| China Merchants Bank Co Ltd Class A | 3.20% |
| Zhongji Innolight Co Ltd Ordinary Shares - Class H | 2.93% |
| Zijin Mining Group Co Ltd Class A | 2.52% |
| NAURA Technology Group Co Ltd Class A | 2.34% |
| Fuyao Glass Industry Group Co Ltd Shs -H- Unitary 144A/Reg S | 1.88% |
| Hongfa Technology Co Ltd Class A | 1.87% |
| Suzhou Dongshan Precision Manufacturing Co Ltd Class A | 1.82% |
| XCMG Construction Machinery Co Ltd Class A | 1.82% |
| Suzhou TFC Optical Communications Co Ltd Class A | 1.81% |
| Jiangsu Hengrui Pharmaceuticals Co Ltd Class A | 1.75% |
| Goldman Sachs Eln (Kweichow Moutai Co) 27/Aug/2026 (2026-08-27 Maturity) | 1.72% |
| Sieyuan Electric Co Ltd Class A | 1.66% |
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