Joanna Kwok

AAA

13 Years of experience

Focus on high-quality firms at attractive prices

Current firm: JP Morgan AM

Professional background

Joined JPMorgan in 2002. Senior Associate, PwC.

Educational background

B.A. (Hons) in Natural Sciences. Downing College, Cambridge University. Chartered Accountant.

Performance

7.3%

Manager Annualised Return Since Inception

4.6%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

7.3%

4.6%

2.7%

10Y

7.36%

39.4%

3.98%

4.04%

1.83%

2.21%

*Inception date: 9/1/2009

Data as at 30 September 2022.

Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

JPMorgan Asian Smaller

Value investing using fundamental analysis

Benchmark
MSCI Asia Pacific ex Japan Small Cap

Class
Class Acc HKD

ISIN
HK0000055647

AUM
220,873,291.17 €

Ongoing Charges
Management Fee: 1.5% p.a.