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J.P. Morgan Asset Management’s website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan Asset Management isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name.
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  1. Saver to Investor

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Saver to investor

Turn your clients’ savings into investments today

 

 

Saver to investor client toolkit

With interest rates so low, traditional savings accounts don't provide what today's savers need. Yet cash remains the popular choice for savings. Our educational resources have been designed to add to your toolkit as you guide your clients through their investment journey.

1. A guide to investing

Use our easy-to-follow guide to help explain to your clients why cash accounts are putting their savings at risk, and show how they can make their money work harder by building diversified portfolios using investment funds.

View personal investor experience >
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2. Investment solutions 

Choosing where to invest will depend on your clients' investment objectives, time horizon, and attitude to risk and capital loss. Find the funds in our range most likely to meet your clients’ needs. 

See profiles and funds >

3. Download centre

Create a customised product information pack to use with your clients, including the relevant fund fact sheets, Key Investor Information Documents, and our principles for long-term investing.

Create your pack >

For Professional Clients/ Qualified Investors only – not for Retail use or distribution.


This is a marketing communication and as such the views contained herein are not to be taken as advice or a recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are, unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you. It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and investors may not get back the full amount invested. Past performance and yield are not a reliable indicator of current and future results. There is no guarantee that any forecast made will come to pass. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emea-privacy-policy. This communication is issued in Europe (excluding UK) by JPMorgan Asset Management (Europe) S.à r.l., 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, R.C.S. Luxembourg B27900, corporate capital EUR 10.000.000. This communication is issued in the UK by JPMorgan Asset Management (UK) Limited, which is authorised and regulated by the Financial Conduct Authority. Registered in England No. 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.