Why J.P. Morgan OEIC and SICAV funds?
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).
Funds that suit all investment needs
- A comprehensive range of funds to meet different investment goals, whether this is to generate a regular income, achieve growth on your investment, or both.
- A vast geographical range – from developed markets like the UK, US and Europe to emerging markets.
- Funds that invest in different asset classes – such as stocks, bonds or property, or specialist areas such as mining and technology.
- Dependent on your investment objectives and how cautious or adventurous you are, our extensive fund range is designed to meet your different needs for now and in the future.
Whichever fund you choose, please remember to read the Simplified Prospectus and Key Features and Terms and Conditions Document before you invest.
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 OEIC fund 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.
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
Please remember that the value of investments and the income from them can go down as well as up, and you may not get back the full amount invested. The tax benefits and liabilities will depend on individual circumstances and may change in the future.
Past performance is not a guide to the future.