Jardine Matheson Holdings Ltd.

ISIN BMG507361001

WKN 869042

Market cap (in EUR)

18,203 m

Country

Bermuda

Sector

Consumer Cyclicals

Dividend yield

3.13%

Overview

Quote

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Description

Jardine Matheson Holdings Ltd. is a diversified Asian-based group with unsurpassed experience in the region. It holds interests directly in Jardine Pacific (100%) and Jardine Motors (100%), while its 85%-held Group holding company, Jardine Strategic, holds interests in Hongkong Land (50%), Dairy Farm (78%), Mandarin Oriental (79%) and Jardine Cycle & Carriage (75%) (JC&C). JC&C in turn has a 50% shareholding in Astra. Jardine Strategic also has a 58% shareholding in Jardine Matheson. The Group companies operate in the fields of motor vehicles and related operations, property investment and development, food retailing, health and beauty, home furnishings, engineering and construction, transport services, restaurants, luxury hotels, financial services, heavy equipment, mining, energy and agribusiness. The company was founded on April 9, 1984 and is headquartered in Hamilton, Bermuda.

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Consumer Cyclicals Miscellaneous Retail Auto Retail Bermuda

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Financials

Key metrics

Market capitalisation, EUR	18,203 m
EPS, EUR	-
P/B ratio	0.8
P/E ratio	216.4
Dividend yield	3.13%

Income statement (2024)

Revenue, EUR	33,077 m
Net income, EUR	-433 m
Profit margin	-1.31%

What ETF is Jardine Matheson Holdings Ltd. in?

There are 107 ETFs which contain Jardine Matheson Holdings Ltd.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Jardine Matheson Holdings Ltd. is the iShares Asia Pacific Dividend UCITS ETF.

ETF	Weight	Investment focus	Fund size (in m EUR)
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	0.26%	Equity World Dividend	4,904
HSBC MSCI AC Far East ex Japan UCITS ETF USD (Dist)	0.13%	Equity Asia Pacific	20
UBS Core MSCI World UCITS ETF USD acc	0.01%	Equity World	5,538
iShares MSCI AC Far East ex-Japan UCITS ETF	0.13%	Equity Asia Pacific	954
UBS Core MSCI World UCITS ETF hCHF acc	0.01%	Equity World	702
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing	0.28%	Equity Asia Pacific	1,356
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	678
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	753
Xtrackers MSCI World Value UCITS ETF 1C	0.18%	Equity World Value	3,073
iShares Core MSCI World UCITS ETF USD (Dist)	0.01%	Equity World	515
Franklin S&P World Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.01%	Equity World Social/Environmental	2
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.00%	Equity World	5
UBS Core MSCI World UCITS ETF USD dis	0.01%	Equity World	1,321
Amundi Prime All Country World UCITS ETF Acc	0.01%	Equity World	814
UBS MSCI World UCITS ETF USD dis	0.01%	Equity World	1,359
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.01%	Equity World Social/Environmental	18
UBS MSCI World ex USA UCITS ETF USD acc	0.04%	Equity World	54
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	4,847
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	1,938
L&G Asia Pacific ex Japan Equity UCITS ETF	0.56%	Equity Asia Pacific Social/Environmental	662
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Dist)	0.01%	Equity World	0
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.00%	Equity World	4,076
SPDR MSCI World UCITS ETF	0.01%	Equity World	14,009
Amundi MSCI Pacific Ex Japan UCITS ETF Dist	0.48%	Equity Asia Pacific	244
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.00%	Equity World	72
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	376
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	3,532
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	14
UBS MSCI Hong Kong UCITS ETF (HKD) A-dis	2.35%	Equity Hong Kong	258
iShares Core MSCI Pacific ex Japan UCITS ETF (Acc)	0.46%	Equity Asia Pacific	2,976
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	66
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	251
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.00%	Equity World	32
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.01%	Equity World Social/Environmental	443
Invesco FTSE All-World UCITS ETF Acc	0.00%	Equity World	2,193
SPDR MSCI World Industrials UCITS ETF	0.10%	Equity World Industrials	119
HSBC MSCI World UCITS ETF CHF hedged	0.01%	Equity World	51
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	656
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.15%	Equity World Mid Cap	346
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.01%	Equity World Social/Environmental	1
Amundi Core MSCI World UCITS ETF USD Dist	0.01%	Equity World	1,309
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.01%	Equity World Social/Environmental	327
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.19%	Equity World Value	212
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	190
HSBC MSCI Pacific ex Japan UCITS ETF USD (Acc)	0.45%	Equity Asia Pacific	309
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.03%	Equity World Dividend	6,631
Franklin FTSE Asia ex China ex Japan UCITS ETF	0.18%	Equity Asia Pacific	530
Xtrackers MSCI World Industrials UCITS ETF 1C	0.08%	Equity World Industrials	505
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.01%	Equity World Social/Environmental	802
iShares MSCI AC Far East ex-Japan UCITS ETF USD (Acc)	0.13%	Equity Asia Pacific	83
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	59
iShares MSCI World UCITS ETF (Dist)	0.01%	Equity World	7,464
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	887
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.01%	Equity World	1,547
Amundi Prime Global UCITS ETF Acc	0.01%	Equity World	1,018
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	27,355
HSBC MSCI AC Far East ex Japan UCITS ETF USD	0.13%	Equity Asia Pacific	306
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	1,465
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	12,722
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.03%	Equity World Multi-Factor Strategy	150
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF (USD) Accumulating	0.28%	Equity Asia Pacific	441
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	955
Amundi S&P Global Industrials ESG UCITS ETF EUR (D)	0.16%	Equity World Industrials Social/Environmental	14
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.03%	Equity World Dividend	1,450
UBS Core MSCI World UCITS ETF hGBP dis	0.01%	Equity World	94
UBS Core MSCI World UCITS ETF hGBP acc	0.01%	Equity World	3
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	21,914
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	65
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.01%	Equity World Social/Environmental	166
Amundi S&P Global Industrials ESG UCITS ETF DR EUR (A)	0.16%	Equity World Industrials Social/Environmental	337
UBS Core MSCI World UCITS ETF hEUR acc	0.01%	Equity World	309
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	984
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.01%	Equity World Social/Environmental	4
SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.21%	Equity World Value	106
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	980
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.03%	Equity World Multi-Factor Strategy	815
iShares Edge MSCI World Value Factor UCITS ETF	0.19%	Equity World Value	4,262
Amundi Core MSCI World UCITS ETF Acc	0.01%	Equity World	11,849
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	4,915
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.01%	Equity World Social/Environmental	5,200
Invesco FTSE All-World UCITS ETF Dist	0.00%	Equity World	194
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	87
iShares MSCI Pacific ex-Japan UCITS ETF (Dist)	0.46%	Equity Asia Pacific	202
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.05%	Equity World Momentum	3,077
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	674
Amundi Prime Global UCITS ETF Dist	0.01%	Equity World	1,002
iShares Core MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	110,553
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.01%	Equity World	464
UBS MSCI Pacific ex Japan UCITS ETF USD dis	0.46%	Equity Asia Pacific	66
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	674
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.01%	Equity World	21
Amundi Prime All Country World UCITS ETF Dist	0.01%	Equity World	2,634
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	53
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	19,016
HSBC MSCI Pacific ex Japan UCITS ETF USD	0.45%	Equity Asia Pacific	736
SPDR MSCI All Country World UCITS ETF (Acc)	0.01%	Equity World	7,355
Xtrackers MSCI World Momentum UCITS ETF 1C	0.06%	Equity World Momentum	1,610
UBS MSCI Pacific ex Japan UCITS ETF USD acc	0.46%	Equity Asia Pacific	14
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.02%	Equity World	13
Amundi MSCI World Ex USA UCITS ETF Dist	0.04%	Equity World	83
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.00%	Equity World	15
iShares Asia Pacific Dividend UCITS ETF	2.73%	Equity Asia Pacific Dividend	535
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.04%	Equity World	1,780
Amundi MSCI World Ex USA UCITS ETF Acc	0.04%	Equity World	460
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	88

Performance

Returns overview

YTD	+3.75%
1 month	+3.19%
3 months	+11.56%
6 months	+46.20%
1 year	+64.58%
3 years	+18.23%
5 years	+27.77%
Since inception (MAX)	+24.16%
2025	+54.62%
2024	+0.83%
2023	-22.97%
2022	+2.24%

Monthly returns in a heat map

Risk

Risk metrics in this section:

Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.

ETF returns include dividend payments (if applicable).