Jupiter China Fund

For investors wanting to invest in China the manager has the experience and track record.

Last year this fund was stated as a dog fund against the Asian index. However, it cannot be compared to the Asian index and should be compared to the China index.

Against the iShares China Large Cap ETF it has performed strongly, in the update with the manager we wanted to understand why someone might want to invest in China as a standalone economy and why they might invest in this fund.

As an overview we felt for investors wanting a manager with experience and longevity in emerging markets and China this would be the fund to choose. On the holdings the managers stated bias is too small to mid-cap but the data we have shows a bias to mid to large cap. It could simply be how data is presented and the fund has a bias to mid-cap with some edging into the large cap space.

Fund Facts Morningstar


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