Investment trust fees and charges
J.P. Morgan Investment Trust charges in a J.P. Morgan Account
|Brokerage||£10 brokerage per buy or sell, or no charge if via a regular savings plan. No brokerage for some switches, see Switch below.|
|Stamp duty||0.5% on purchases|
|Switch||When buying J.P. Morgan Investment Trusts as part of a switch within a product, no brokerage will be applied to the purchase|
|Panel of Takeover and Mergers Levy (PTM)||£1 per investment purchase if greater than £10,000|
|Annual account charges|
|Set up||No charge|
|Transfers in||No charge|
|Annual account fee||Investment Account||No charge|
|S&S ISA||0.1%; no minimum or maximum; the charge will fluctuate monthly depending on the account valuation|
Annual account charges
This will be charged on a six monthly basis, but there will be no minimum or maximum; the charge will fluctuate monthly depending on your account valuation.
You can choose to set up a direct debit so that we can collect charges directly from your bank account every six months.
Further information on paying charges is available:
Is an investment trust right for you?
If you're not sure that an investment trust is the right investment for you, speak to a financial adviser.
More about investment trusts
New regulatory requirements from January 2018 – what they mean for you
New regulations come into effect from the beginning of January 2018. Find out how the regulations will impact you as an investor.
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. Tax benefits and liabilities depend on individual circumstances and may change in the future.
Past performance is not a guide to the future.