Investment Trust fees and charges
There is now no initial charge on J.P. Morgan investment trusts or funds when you invest on J.P. Morgan WealthManager+.
What you pay through J.P. Morgan WealthManager+
The table below gives an illustration of the charges associated with purchasing investment trusts on WealthManager+.
| Transaction charges | |
|---|---|
| Buying | No initial charge |
| Selling | No charge on J.P. Morgan investments |
| Brokerage | Up to £10 per transaction may be applied to all investments – investment trusts, equities, exchange traded funds and bonds. |
| Stamp duty | 0.5% on purchases |
| Account charges | |
| Set up | Free |
| Transfer in | Free |
| Annual account fee | Up to 0.5% applied across your entire J.P. Morgan WealthManager+ account. VAT may apply to Annual account fees in accordance with legislation |
Existing Classic Account holders
Different charges apply for Classic Account holders. Relevant charges can be found in the Key Features and Terms and Conditions.
Suitability
The value of investments and income from them may fall as well as rise and investors may not get back the full amount invested. If you are in any doubt about the suitability of an investment, please speak to an independent financial adviser - find an IFA at unbiased.co.uk.
Further information
Hear from the fund managersEssential information
Before investing you should take the time to read all the relevant legal information and make yourself aware of the investment risks involved.
Find out more