Guidance and planning


Think in decades not days
Staying focused and not being swayed by the market's daily ups and downs is critical for successful investing.
Our Principles for Successful Long-Term Investing video series present six time-tested strategies for guiding investments towards tomorrow's goals.
Helping you plan for the bigger picture.
The value of investments may go down as well as up and investors may not get back the full amount invested.
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

Explore our trusts by region
Our broad range of Investment Trusts provide access to global investment capabilities that few other managers can match, helping investors build truly diversified portfolios for long-term growth and income.

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.

