Comparing 2 funds
Returns, costs and exposure side by side, with sources and dates below.
JPMORGAN CHINA A-SHARES OPPORTUNITIES FAM FUND
Performance, starting at 100
If you had invested £10,000
Based on month end returns. Illustrative, before tax, not a prediction.
Country exposure
Not available for: Smart Global Defence 2029 Fineco AM Fund, JPMORGAN CHINA A-SHARES OPPORTUNITIES FAM FUND.
Sector exposure
Not available for: Smart Global Defence 2029 Fineco AM Fund, JPMORGAN CHINA A-SHARES OPPORTUNITIES FAM FUND.
AI comparison
Side by side
| Metric | Smart Global Defence 2029 Fineco AM Fund | JPMORGAN CHINA A-SHARES OPPORTUNITIES FAM FUND |
|---|---|---|
| 1 year returnHighest in bold | ▼ −2.5% | ▲ +7.8% |
| 3 year returnHighest in bold | ▲ +17.3% | ▲ +27.2% |
| 5 year returnHighest in bold | n/a | ▼ −13.5% |
| Rank among sector peers, 1 yearQuartile among representative funds in the FE sector | Q4 of 840 representative funds | Q1 of 361 representative funds |
| Ongoing charge (OCF) | ||
| Fund size, GBPLargest in bold | £427.9M | £179.3M |
| Volatility, 1 year FE, as at 25 Jun 2026 | 1.8% | 16.2% |
| Sharpe ratio, 1 year FE, as at 25 Jun 2026 | 0.60 | 3.39 |
| Style | Active | Active |
| FE sector | GL Capital Protected | GL Equity China |
| Share class | CLASS A DIST - EUR DISTRIBUTING · EUR | CLASS I ACC - EUR ACCUMULATING · EUR |
Source: FE fundinfo, as supplied; the date shown is when FE last updated them.