Guidance and planning
Getting started
We know it can be daunting deciding which investments to choose. That’s why we have designed our guidance and planning section to give you the information you need to help you make informed investment decisions.
Remember, the value of your investments and the income from them can go down and up, and you may not get back as much as you paid in.
How do you want to buy?
Which account is right for you?
Decide whether you want to invest into an Individual Savings Account (ISA), a Stocks and Shares Junior ISA or an Investment Account.
What you should consider
Do you want growth or income, and how much risk are you prepared to take with your money to achieve your investment goals?
What you can invest in
Choose where to invest from across our range of equity funds, bond funds and multi-asset/total return funds.
Further information
Compare funds and investment trusts
A useful guide to the important differences between these two types of investment.
Attitude to risk
Whenever you make an investment you expose your savings to a degree of risk. Working out how much risk you can afford to take and, perhaps more importantly, how much risk you are prepared to take, is vital in helping you to develop the right investment strategy.
Investment goals
With over 30 J.P. Morgan OEIC funds and over 20 investment trusts to choose from you can create an investment strategy to pursue capital growth, regular income or both. The key is to select the right balance of funds to help you achieve your individual investment objectives.