From seeing Asia’s trends to knowing markets that stand to benefit
Seeking out opportunities in Asia amid growing wealth, consumption and savviness.
Which is why JPMorgan ASEAN Equity Fund seeks to integrate the best of Southeast Asia into a powerhouse portfolio that strives to capture long-term compounders and medium-term opportunities.
The Association of Southeast Asian Nations (ASEAN) comprises 10 member states and its economy is extensive, with youthful demographics and relatively low penetration rates for many goods and services. Rapid growth is underpinned by foreign direct investment, infrastructure investment and structural reforms.
ASEAN captures 10%* of all international tourists and is one of the fastest-growing region in the world.
Tourist arrival 4-year CAGR^^ (%)
Despite the US–China trade row, ASEAN is potentially one of the largest beneficiaries as corporates are rethinking their supply chain strategies.
ASEAN continues to offer opportunities for sustainable growth and diversification*. Underpinned by its youthful demographics and infrastructure investment alongside various policy reforms, we believe the region remains relatively resilient.
Equity index volatility over the last 10 years
The Fund was awarded a Morningstar Silver Analyst Rating, alongside a 4-star rating in 20211.
Strong track record
The Fund is ranked competitively among its peers, achieving top-quartile performance in multiple periods2.
High conviction ideas
The Fund leverages a comprehensive research platform through a bottom-up approach with top-down considerations, seeking the long-term compounders and domestic champions of tomorrow.
Strong local presence
J.P. Morgan Asset Management has been managing dedicated ASEAN portfolios since 1983. We have a dedicated team of 5 ASEAN investment professionals on the ground with an average 16 years of industry experience3.
Seeking out opportunities in Asia amid growing wealth, consumption and savviness.
Why do we have faith in the growth opportunities in China’s technology and consumer sectors.
We explore the bond themes and opportunities 2Q 2021 as inflation picks up.
Evolving structural trends in Asia are providing opportunities for capital growth and income.
In most cases investors do not focus on just one asset class to achieve their investment goals. Find out why.
1Q 2021 bond themes and potential opportunities as economies reopen.
Growth potentials have emerged in select sectors as vaccines are distributed across Asia.
Where are the growth opportunities in Asia as economies recover from coordinated monetary and fiscal support?
As the year begins, consider a 2021 list of China A-share ideas as you devise a plan for your investment portfolio?
Uneven recoveries in 2021 would imply the need for more active management.
As market volatility could persist in 2021, how can investors cut through the fog of uncertainty?
How a ‘new normal’ could shape investing in equities, fixed income and multi-asset solutions.
What are the investment implications of China’s new economic blueprint and the US elections?
We share our views on how the public health crisis has accelerated some structural growth trends in Asia.
We share our perspectives on potential opportunities arising from evolving consumer behaviours.
Adopting a macro, focused and flexible investing approach to tap potential opportunities
We share our perspectives on riding the wave for future growth in tech investing.
With less than a month to go before the US elections, we look at the investment implications for 5 major economic sectors.
A persistent and flexible strategy has become more important ever in seeking income.
Looking at China’s economic recovery and the beneficiaries in the long term.
The potential opportunities and risks in bonds in the last stretch of 2020.
Let’s explore the role securitised debt could play in an investment portfolio.
Understand stock valuations for clues to potential opportunities in a market rally.
Understand bond credit ratings and broaden potential income opportunities.
With the Fed’s new policy framework, where do we see opportunities in Asia?
Seeking investment opportunities as the US dollar weakens.
Our portfolio manager shares her views on potential quality growth and A-Shares as China enters a new normal.
Seeking potential opportunities in global fixed income as economic activity resumes
Employing a macro, focused and flexible investing approach amid a changing landscape.
Amid China’s long-term structural growth trends, which are the sectors that could stand out in the A-Share market?
Structural growth trends in Asia remain intact amid the pandemic and some have actually been accelerated.
Striving to optimise potential equity income opportunities as markets recover.
We describe three case scenarios for economic recovery after the pandemic subsides.
Positioning to tap bond market opportunities as economies reboot as the pandemic subsides.
As liquidity conditions improved, our portfolio manager shares how we are positioned for income opportunities across asset classes.
Diversifying across fixed income, with a quality tilt, could help build portfolio resilience.
A diversified portfolio with a defensive bias could help build portfolio resilience while seeking yield opportunities.
An update of our income strategy on how we are navigating current volatile markets, and staying invested.
Diversify your income sources to help navigate uncertain markets.
Investing across multiple fixed income sectors could help navigate uncertain markets and seek yield in fixed income.
Our multi-asset fund manager shares how he repositions for income in uncertain times.
Seeking a diversified portfolio with a long-term horizon could help investors ride through volatile markets.
As COVID-19 continues to evolve, our strategists share 4 topmost concerns among Asia’s investors.
China’s economic fundamentals remain resilient as the country races to contain an evolving health crisis.
Lower returns from bonds could pose a challenge to long-term investors.
As you welcome the Year of the Rat, plan to make your “lucky money” work harder for you.
Yield can still be found in a low rate environment but requires moving along the risk spectrum.
Time to reposition fixed income as the economy bottoms out and recession risk wanes.
Keep F.I.T. when walking the economic tightrope in 2020.
Fixed income isn’t just government or corporate bonds, it also includes non-traditional debt securities.
The securitisation market has regained much ground in the past decade.
Diversification sounds easy, but how to do it effectively?
DRIVE INCOME WITH FLEXIBILITY Which is why we invest opportunistically across multiple sources to help you light up the income potential in changing markets.
CHARGE UP THE GROWTH MOMENTUM IN YOUR INVESTING Which is why we provide insights and solutions to help you capture long-term growth potential in changing markets
Sustainable investing is a forward-looking approach that aims to deliver long-term sustainable financial return in a fast-changing world.
Insights and products to help you cut through the noise and keep your portfolio on track.
JPMorgan ASEAN Equity Fund is the marketing name of the JPMorgan Funds – ASEAN Equity Fund.
This is meant for informational purposes only and is intended solely for the person to whom it is delivered. Except as indicated on this website or otherwise with express consent from JPMorgan Asset Management (Singapore) Limited, it may not be reproduced or distributed, in whole or in part, to any third parties and in any jurisdiction.
This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. It does not constitute investment advice and it should not be treated as an offer to sell or a solicitation of an offer to buy any fund, security, investment product or service. The information contained herein does not constitute J.P. Morgan research and should not be treated as such.
Investment involves risks. Dividend distributions if any are not guaranteed and are made at the manager’s discretion. Funds which are invested in emerging markets, smaller companies and financial derivative instruments may also involve higher risks and are usually more sensitive to price movements. Any applicable currency hedging process may not give a precise hedge and there is no guarantee that any hedging will be successful. Investors in a currency hedged fund or share class may have exposure to currencies other than the currency of their fund or share class.
Not all investment ideas referenced are suitable for all investors. Investors should make their own investigation or evaluation or seek independent advice prior to making any investment. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. The information provided herein should not be assumed to be accurate or complete and you should conduct your own verification. References to specific securities, asset classes and financial markets and any forecast contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation. J.P. Morgan accepts no legal responsibility or liability for any matter or opinion expressed in this material.
The fund(s) mentioned in this document has/have been approved as recognised scheme(s) under the Securities and Futures Act, Chapter 289 of Singapore. Any offer or sale, or invitation for subscription or purchase of the Fund(s) must be accompanied with the relevant valid Singapore Offering Documents (which incorporates and is not valid without the relevant Luxembourg prospectus). Please refer to the Singapore Offering Documents including the risk factors set out therein and the relevant Product Highlights Sheet for details before any investment. The Singapore Offering Documents including the Product Highlights Sheet can be found at https://www.jpmorgan.com/sg/am/per/.
The funds seek to achieve the investment objectives stated in the offering documents, there can be no guarantee the objective will be met. Investments in the Fund are not deposits and are not considered as being comparable to deposits. Fund’s net asset value may likely have high volatility due to its investment policies, exposure to emerging markets, financial derivatives instruments or portfolio management techniques. The value of the units in the scheme and the income accruing to the units, if any, may fall or rise. Past Performance is not indicative of current or future results and investors may not get back the full or any part of the amount invested.
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