OEIC and SICAV fund fees and charges
There is now no initial charge on J.P. Morgan funds or investment trusts 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 funds on WealthManager+.
| Transaction charges | |
|---|---|
| Buying | No initial charge on J.P. Morgan funds or investment trusts when you invest on WealthManager+ – you may be charged a fee for investments into other fund management groups |
| Selling | No charge on J.P. Morgan investments |
| Brokerage | No charge |
| Account charges (in the J.P. Morgan ISA) | |
|---|---|
| Set up | Free |
| Transfer in | Free |
| Annual account fee | There is no annual account fee for J.P. Morgan OEICs and SICAVs. Note that 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 Classic Account Key Features and Terms and Conditions.
Suitability
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.
Related information
OEIC and SICAV funds at a glanceEssential 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