JPM US Technology Fund(LU0719512351)
- Equities
- Technology
- US
- SGD Cash, SRS
- Accumulating
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.
US-focused technology fund with a growth-oriented approach within the technology sector and non-tech sectors benefiting from disruption or innovation.A tilt towards the SMID cap space, which is differentiated from the US technology peer group where there is a bias towards mega caps.Incepted in 1997; this is one of the oldest technology funds in the market available for retail investors in Singapore.
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.
Since its inception in 1997, the Fund has demonstrated attractive historical performance.Very high octane portfolio delivering favourable up/down market capture ratios relative to technology sector benchmarks.Outperforms in risk-on environments where SMID caps are preferred, or when US technology equities are in favour.
Bottom-up process identifying companies with disruptive elements and large market opportunities, with an eye on quality. Although the fund has a tilt towards SMID cap, it focuses on investing in companies that are profitable.Started out as a small-cap focused fund at inception in 1997; transitioned to an all-cap approach over time, as the technology sector evolved.Benchmark being the Russell Equal Weight Index gives the fund greater flexibility in allocating beyond the mega and large caps that are widely represented in other technology indices.
Access to the retail share class with 100% trailer fee rebated back to Endowus investors to achieve a lower cost of access.
Investors seeking to further diversify their core technology allocations will find the fund’s SMID tilt an interesting addition.The Fund can provide meaningful upside to a portfolio especially during risk-on environments.Investors should note that the Fund may experience high volatility and drawdown during markets where growth and smaller cap stocks are not favoured. It is highly recommended that the Fund be used as a complement to a broadly diversified investment portfolio.Updated as of 2024/08/30
Daily data. Returns as of 16 Sep 2026.
| Year | Total | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2026 | - | -2.2% | -7.4% | -5.3% | 17.7% | 16.5% | 3.5% | -14.7% | 5.1% | - | - | - | - |
| 2025 | 10.5% | 7.5% | -9.8% | -13.1% | 0.7% | 10.3% | 9.3% | 4.0% | -1.8% | 7.7% | 7.3% | -7.6% | -0.9% |
| 2024 | 31.3% | 4.7% | 7.5% | 1.2% | -4.0% | -0.1% | 9.9% | -8.3% | -0.5% | 1.5% | 3.9% | 12.6% | 0.8% |
| 2023 | 63.1% | 10.8% | 4.9% | 4.7% | -3.5% | 18.2% | 6.4% | 3.2% | -1.1% | -4.1% | -6.1% | 13.4% | 5.9% |
| 2022 | -45.3% | -18.1% | -0.8% | 2.6% | -11.3% | -10.1% | -9.8% | 13.7% | -0.6% | -9.4% | -0.6% | -3.2% | -7.2% |
| Load more | 5 of 15 | ||||||||||||
| Alphabet Inc Class C | 4.47% |
| Palo Alto Networks Inc | 4.06% |
| Broadcom Inc | 4.05% |
| Take-Two Interactive Software Inc | 3.93% |
| NVIDIA Corp | 3.75% |
| Microsoft Corp | 3.18% |
| Snowflake Inc Ordinary Shares | 3.17% |
| CrowdStrike Holdings Inc Class A | 3.07% |
| Intel Corp | 2.88% |
| Cloudflare Inc | 2.84% |
| Advanced Micro Devices Inc | 2.81% |
| Meta Platforms Inc Class A | 2.62% |
| Tesla Inc | 2.61% |
| Salesforce Inc | 2.43% |
| JPM USD Liquidity LVNAV X dist. (2049-12-31 Maturity) | 2.24% |
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