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You are here: Manager factsheet

Joanna Kwok

JP Morgan Funds (Asia) Limited, JP Morgan Asset Management UK, JPMorgan Asset Mgmt (Europe) S
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Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. stock picking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Joanna Kwok, executive director, is a portfolio manager within the Asia Pacific Dynamic team within the Emerging Markets and Asia Pacific (EMAP) Equities team based in Hong Kong. She joined the Firm in 2002 as an analyst within the Hong Kong bond team and took up her current role in 2005. Prior to joining the Firm, Joanna spent three years with PricewaterhouseCoopers in London where she qualified as a chartered accountant, and one year in Hong Kong as a senior associate in their banking & capital markets division. Joanna obtained a B.A. (Hons) in Natural Sciences from Downing College, Cambridge University.
Total return for Joanna Kwok
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
11-47m
 
 
 
 
 
 
 
 
 
23-59m
 
 
 
 
 
 
 
 
 
35-71m
 
 
 
 
 
 
 
 
 
47-83m
 
 
 
 
 
 
 
 
 
59-95m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Joanna Kwok

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Joanna Kwok 25.6 4.9 2.3 23.0 39.5 -4.5 9.9 15.3 -0.8 3.7
Peer Group Composite 11.4 3.8 5.3 22.3 31.3 -9.3 10.2 12.1 -0.5 3.5
Over / Under 14.2 1.1 -3.0 0.7 8.2 4.8 -0.3 3.2 -0.3 0.2
Performance vs peer group composite: Joanna Kwok
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPMorgan Asian Smaller Companies Co-managed FO Equity - Asia Pacific ex Japan since Sep 01 2009 to present
JPM Asia Growth Co-managed IA Asia Pacific Excluding Japan since Apr 01 2015 to present
JPM Asia Growth Co-managed FO Equity - Asia Pacific ex Japan since Sep 29 2017 to present
JPMorgan Pacific Technology Co-managed FO Equity - Tech Media & Telecom since Dec 29 2017 to present
Funds managed previously
Fund Periods
JPMorgan SAR Asian since Feb 01 2008 to Oct 31 2014
JPM Asia Pacific Income since Feb 01 2010 to Jun 13 2012
JPMorgan Australia since Sep 21 2012 to Dec 31 2013
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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