ISA - Stocks and Shares
Whatever your goals and objectives J.P. Morgan WealthManager+ offers you more choice and flexibility than ever before to invest your tax-efficient ISA allowance.
- You can choose from our own diversified range of investment trusts, and managed funds (including OEIC funds and SICAVs) covering the world’s major investment regions. The range provides opportunities for long-term capital growth, the chance to generate regular income, or a combination of both. Few can match our expertise and no one else can offer you as many investment trusts to choose from.
- You can also invest in managed funds, FTSE All-Share equities, exchange traded funds and bonds, and enjoy wide access to funds from other leading UK fund managers through the online service
You can invest either a lump sum or a regular contribution, or a combination of both
- The minimum initial lump sum investment is £1,000 per investment (e.g. investment trust or OEIC fund), with £100 minimum for top-ups
- Alternatively, you can invest with regular contributions (monthly, quarterly, yearly) of £100 per investment
The ISA rules:
- No set investment term - invest for as long or as short a period as you wish
- There’s no income tax or capital gains tax to pay on investments held in an ISA*
- The minimum investment in the J.P. Morgan ISA is £100 per month.
- You can invest up to £10,200 of which £5,100 can be deposited in a Cash ISA - this applies initially only to those aged 50 years or over on or before 5 April 2010: the new limits will be available to all from 6 April 2010
- You don't need to include ISAs in your annual self-assessment tax return
- You must be 18 or over and resident in the UK for tax purposes
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Important reading
* The level of tax benefits and liabilities arising from investment will depend on individual circumstances and may change in the future.
