Greater China Equity
Jupiter China Fund
Last updated: 2026-09-03
The Verdict
Jupiter China Fund charges an expense ratio of 1.74%. On a $100,000 portfolio, that's $1,740 per year in fees, and it scales with the amount invested. Supreme.PM's decoded model tracked it at 88% correlation, for a flat monthly subscription that does not change with portfolio size.
Expense Ratio
1.74%
Star Rating
3/ 5
Market Beta
1.00
Model Correlation
88%
Sharpe Ratio
0.00
Max Drawdown
48.01%
Supreme.PM Cost
Flat monthly subscription
Not a percentage of your assets
Performance
Performance comparison — 1Y: Fund -5.4% vs Model -9.0%; 3Y: Fund 43.4% vs Model 45.0%; 5Y: Fund -13.9% vs Model 0.3%.
Alpha After Fees
Supreme.PM's model achieves 88% correlation with Jupiter China Fund, providing similar exposure at a flat subscription cost.
Fee Analysis
Jupiter China Fund charges 1.74% of assets annually. Supreme.PM charges a flat monthly subscription instead, so its cost does not rise as a portfolio grows.
Data sources: Refinitiv Lipper, SEC EDGAR Filings, Supreme.PM Analytics
Past performance does not guarantee future results. Model returns are backtested and may not reflect actual trading conditions.
Related
Greater China Equity Category
Browse all Greater China Equity funds
Greater China Equity Rankings
Top-rated Greater China Equity funds
Our Methodology
How we decode fund strategies
Templeton China
1-star rated
JPM Greater China
4-star rated
Janus Henderson China Opportunities
3-star rated
Fidelity Funds - Greater China
4-star rated
FSSA Greater China Growth
5-star rated
Frequently Asked Questions
What is the expense ratio of Jupiter China Fund?
Jupiter China Fund has an expense ratio of 1.74%, charged as a percentage of the amount invested. Supreme.PM's decoded model is offered for a flat monthly subscription instead.
How does Supreme.PM replicate Jupiter China Fund?
Supreme.PM builds a transparent, rules-based model of listed securities designed to track this fund's return profile. Over the measured period it tracked the fund closely, at 88% correlation. The model is published in full, so its positions are visible rather than disclosed with a delay.
What are the risks of fund replication?
While our models aim for high correlation, they may not perfectly match the fund's returns due to timing differences in rebalancing, transaction costs, and disclosure delays. Backtested results may not reflect future performance.
Get This Strategy
Start investing with Supreme.PM's decoded model and save on fees while capturing similar returns.