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Jupiter Asian Fund  

The Jupiter Asian Fund aims to achieve long-term capital growth by investing directly or indirectly in companies with interests in countries in Asia and the Pacific Basin, including Australasia and India.

From 1 September 2009, Ben Surtees assumed management of the Jupiter Asian Fund.  Ben manages various Asian portfolios, including the Jupiter Asia Pacific Fund (SICAV). Ben targets businesses that have emerging franchises with the potential to become market leaders. This means that his portfolio can have a bias towards smaller and medium-sized growth companies.

Fund manager 
Ben Surtees assumed management of the Fund in September 2009.

Key fund facts
  • Invests in Asian and Pacific Basin markets including Australasia and India
  • Not constrained by benchmark or sector weightings in determining asset allocation
  • Suitable for the more adventurous investor seeking a diversified portfolio, and access to some of the world's fastest growing markets

The Fund may invest in a specific geographical region and maybe more susceptible to short-term fluctuations in value compared to an investment with a broader geographical remit.

Downloads

 Fund factsheet

Fund Ratings
  1. Lipper Total Return: 3
  2. Lipper Consistent Return: 4
  3. Lipper Capital Preservation: 3

Fund Manager
    Ben Surtees
Bid Price (p)Offer Price (p)Historic Yield (%)Fund Size (£m)
550.63585.500.047.2

Percentage Growth
1 Year3 Years5 YearsSince Launch
-12.779.143.150.4

Year on year percentage growth
2006 - 072007 - 082008 - 092009 - 102010 - 11
40.6-43.266.323.3-12.7

Fund prices and yields are calculated as at the valuation point on 3/2/2012

Please remember past performance should not be seen as a guide to future returns.

The value of an investment in a unit trust and the income from it can fall as well as rise and may be affected by exchange rate variations and you may not get back the amount you invested.

Performance data source: Financial Express, net income reinvested at UK basic rate of tax to 30/11/2011. For confirmation of individual fund launch dates, please see the Fund Information tab of the All Funds table. The OBSR Ratings are as at 30/11/2011. The Citywire ratings shown are the three year ratings as at 30/11/2011. Lipper ratings are sourced from Lipper as at 30/11/2011. Please see the online glossary within the help section for further definition of these ratings.

With the approval of unit holders the Jupiter Far Eastern Fund was reconstructed with effect from 20th October 2006. As part of this reconstruction the Japanese Assets of the Far Eastern Fund were transferred to the Japanese Income Fund with unit holders receiving assets in proportion to the value transferred. As the Fund would no longer be investing in Japan its objective was changed to that of achieving long term capital growth. The opportunity was also taken to change its name to the Jupiter Asian Fund. Consequent to these changes the Fund was transferred to the Asia Pacific ex. Japan sector and it was not felt appropriate to provide past performance information applicable to the Fund prior to reconstruction, although this is available from Jupiter on request. The rationale behind this reconstruction was to ensure that each asset class would have the attention of the most experienced and appropriate Fund Manager.
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Asian Fund
China Fund (Acc)
China Fund (Inc)
Financial Opportunities Fund
Global Managed Fund
Japan Income Fund (Acc)
Japan Income Fund (Inc)
North American Income Fund (Acc)
Jupiter Global Energy Fund
India Fund
Jupiter Global Emerging Markets Fund
North American Income Fund (Inc)
Want to Invest?
If you would like to invest in this fund, you can download an application form here.
 More
For more information about the Fund, a range of literature items are available.
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Fundology by John Chatfield-Roberts