Why J.P. Morgan investment trusts?
We put your investment needs first. Significant resources, locally based fund teams and innovation help us deliver performance that makes a difference for customers around the world.
This attention to your needs has helped us win the Incisive Media Gold Standard Award (which recognises service, trust, capability, financial strength and fair value) for an unprecedented eight years (amongst our peers). Please note that past performance is not a guide to the future.
- An unmatched range to suit all investment tastes. The largest range of investment trusts in the UK, across every major market, diversified across regions and sectors – from UK focused trusts to those making the most of our considerable emerging markets strengths, such as China and Russia.
- An award-winning reputation. We won the Investment Trust Group of the Year Award at the Investment Week awards for the third time in four years in 2010. Judges highlighted our commitment to educating investors about investment trusts and our success in launching two new trusts in a year. Learn more about our recent awards.
- A network of expertise around the world. Investment teams in more than 15 cities worldwide provide local knowledge, connected by investment centres in London, New York, Tokyo and Hong Kong.
- A culture of innovation reflects evolving demand. We consistently meet investors’ changing needs. For example, in 2010 we were the first provider to launch two trusts in one year (JPM Brazil Investment Trust and JPM Global Emerging Markets Income Trust) – and we are strong advocates of the benefits of subscription shares.
Make the most of your tax-free benefits
You can hold an investment trust as a standalone investment or within the J.P. Morgan Individual Savings Account (ISA) or Self Invested Personal Pension (SIPP) to benefit from tax advantages which could help increase your returns. In an ISA or SIPP, subject to annual limits, there is no tax to declare on dividends or income, no capital gains tax and no tax to declare on your tax return.
Flexible investment options
- Make the most of tax advantages by investing through the J.P. Morgan ISA or J.P. Morgan SIPP.
- You can invest directly in our funds through our J.P. Morgan Investment Account on J.P. Morgan WealthManager+ (our online investment platform).
- You can invest with an initial lump sum from £500 or invest regularly from £50 per month.
Keep track of your funds
- Online – visit the Fund Explorer and select the Daily Prices or Fund Valuation Tool tabs. You can also invest and manage your investments online through WealthManager+ where you can keep track of your investments as well as buy, sell, switch and change personal details.
- By post – every six months we’ll send you a statement showing you the value of your funds.
- In newspapers – daily investment trust share prices are listed in the Financial Times, The Times, The Daily Telegraph, The Independent and The Scotsman.
Points to consider
You should, of course, only consider investments that are right for you. 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.
Please also remember that the value of investments and the income from them may fall as well as rise and you may not get back the full amount invested.
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