Jupiter Asia Pacific SICAV

Objective


The Fund objective is to achieve long-term capital growth by investing primarily in quoted companies in any economic sector involved directly or indirectly in the Asian and Pacific Basin markets, excluding Japan.

Fund overview


The Fund has a broad remit to invest in companies across the Asia-Pacific region, including Australasia. This gives Ben the flexibility to pick stocks across a wide variety of markets. Ben seeks out companies that have growth characteristics, such as a strong earnings outlook, but which do not trade at overly high valuations. He pays particular attention to a company’s cash flows and focuses on stocks that he believes are able to produce superior returns.

Key fund facts


  • Suitable for the more adventurous investor seeking a diversified portfolio and access to some of the world's fastest growing markets
  • The benchmark index is used only as a performance comparison; the Fund is not benchmark-driven in its approach
  • The manager has a 'growth at a reasonable price' (GARP) investment style

 

Important information


The value of your investment and the income from it can go down as well as up, it may be affected by exchange rate variations, and you may not get back the amount invested. Past performance is no indication of current or future performance. Performance data does not take into account commissions and costs incurred on the issue and redemption of shares. The Fund invests in a specific geographical region and may be more susceptible to short-term fluctuations in value compared to an investment with a broader geographical remit. This fund can invest more than 35% of its value in securities issued or guaranteed by an EEA state. Appropriate Key Investor Information Document (KIID) and relevant scheme documentation are available from Jupiter on request.

Fund manager(s)

Ben Surtees

Ben Surtees