Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Jupiter China

Ranked 43 out of 50 in - China over 12 months
All calculations are in GBP unless stated

Managed by

Ross Teverson

Ross Teverson joined Jupiter in 2014 as Head of Strategy, Emerging Markets Equities. He manages the Jupiter Global Emerging Markets Unconstrained SICAV, the Jupiter China Select SICAV. Prior to joining Jupiter, Ross worked for 15 years at Standard Life Investments, where he managed a global emerging markets equity Fund. Ross spent 7 years in Standard Life Investment’s Hong Kong office, where he managed an Asian equity fund, and was a director of the business. He was also appointed director of Heng An Standard Life, a Chinese life insurance joint venture between Standard Life and Tianjin Economic-Technological Development Area. Ross is a graduate of Oxford University and is a member of the Chartered Financial Analyst Institute.

Objective

To achieve long term capital growth through investing principally in companies operating in China (including Hong Kong) but may also invest in companies operating in other countries which, in the Manager's opinion, conduct a material proportion of their business in China (including Hong Kong) or derive a material proportion of their earnings from activities in China. The Manager will only enter into derivative transactions for the purpose of efficient portfolio management and not for investment.

Showing fund performance in United Kingdom View performance globally

Performance

China over : 31/05/2017 - 31/05/2018
  • Rank 43/50 Total Return
  • Rank 20/50 Standard Deviation
  • Rank 45/50 Max Drawdown
Fund Name Currency Loss
43 Barings China A-Share X USD Acc GBP

-8.8%

44 Eastspring Investments-China Equity A GBP

-8.8%

45 Jupiter China Acc GBP

-8.9%

46 BGF China A2 USD GBP

-9.2%

47 Atlantis China GBP

-9.7%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.7%
2017 25.1% 7.5% 2.0% 7.0% 6.7%
2016 10.6% -6.1% -0.5% 19.0% -0.5%
2015 5.6% 11.0% 3.7% -20.0% 14.8%
2014 2.4% -7.5% 0.5% 2.7% 7.3%
2013 19.9% 8.4% -3.8% 4.3% 10.1%
2012 11.9% 6.1% -7.7% -0.2% 14.4%
2011 -27.3% -3.9% -5.1% -29.1% 12.5%
2010 8.9% 9.2% -10.8% 6.1% 5.5%
2009 76.1% 6.0% 27.2% 11.5% 17.1%
2008 -45.0% -28.7% -3.4% -25.4% 6.9%
2007 66.6% 15.6% 20.2% 20.0% -0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Spain
  2. Taiwan
  3. United Kingdom

Fund Info

  • Launch date20/10/2006
  • Share Class size83Mn
  • Base currencyGBX
  • ISIN GB00B1DTDX49

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

Hargreaves Wealth 150 shrinks to historic low on star shortage

'There is no shortage of funds available to UK investors, just a shortage of good ones,' says Hargreaves.

Ehrmann and Langridge to leave Jupiter

Philip Ehrmann and Kathryn Langridge will leave Jupiter at the end of the year.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).