Asset Management Awards for Excellence 2023 – Best Fund Provider – China A-Shares Equity

Best Fund Provider China A-Shares Equity


J.P. Morgan Asset Management

Best Fund Provider – China A-Shares Equity

Howard Wang

head of Greater China, Emerging Markets and Asia Pacific Equities team

“This industry recognition is testament to our robust investment process, driven by rigorous fundamental research and bottom-up stock selection. Differentiating between company specific opportunities in China has been critical to navigating what was a difficult year for global equities. We remain committed to harnessing the best of our local expertise, in-depth coverage and well-resourced global network to build stronger portfolios.”


For the second straight year, J.P. Morgan Asset Management took the title of Best Fund Provider – China A-Shares Equity on the strength of its track record in 2022 of the J.P. Morgan China A-Share Opportunities strategy.

The strategy attracted strong client interest and demand in 2022 despite the market volatility. By end-August, the J.P. Morgan China A-Share Opportunities fund vehicles had gathered an impressive US$8.3 billion in assets under management.

Net of retail share class fees, the Luxembourg SICAV fund delivered 3.7% over three years and 5.17% over five years (A-share class, end-August 2022). Against peers, its performance is among the top quartile over three years (SICAV, as at 31 August 2022, according to Morningstar data).

Launched in September 2015, the JPMorgan Funds – China A-Share Opportunities Fund is an open-end fund incorporated in Luxembourg and aimed at achieving long-term capital growth. As of end-June 2022, its research team covered around 600 Greater China stocks, including over 300 A-shares. China’s A-share market is broad and liquid, and its inefficient pricing of equities offers attractive alpha-generating opportunities.

The fund is supported by a dedicated Greater China team of 25 investment professionals, 16 of whom are Greater China product-specific research analysts with an average of 17 years of industry experience.

The on-the-ground research capacity is enhanced by China International Fund Management (CIFM) — a long-time joint venture between Shanghai International Trust and J.P. Morgan Asset Management.

Having done business in China for over 100 years, J.P. Morgan considers its China asset management business a strategic global priority. It has been keen on growing its China offering and integrating its joint venture CIFM into J.P. Morgan Asset Management once regulatory approval has been secured for a 100% acquisition. J.P. Morgan Asset Management is also the preferred asset management product provider to China Merchants Bank’s wealth management subsidiary, CMB Wealth Management, and a member of the Insurance Asset Management Association of China, where the firm served as chairman in 2021-2022.

For its sharp competitive edge with a strong on-the-ground presence in China and the exceptional track record of its China A-Shares Equity strategy, J.P. Morgan Asset Management wins Best Fund Provider – China A-Shares Equity in Asian Private Banker’s 2023 Asset Management Awards for Excellence.

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