Investment trust fees and charges - J.P. Morgan Asset Management
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Investment trust fees and charges

J.P. Morgan Investment Trust charges in a J.P. Morgan Account
Transaction charges
Buying No charge
Selling No charge
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.

Find an independent adviser   

Risk warning

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.