Why J.P. Morgan Investment Trusts? - J.P. Morgan Asset Management
CLOSE

Why J.P. Morgan Investment Trusts?

Benefit from our award-winning expertise

We've got what it takes – significant investment resources, local fund teams and an innovative approach. This combination has helped us win the Incisive Media Gold Standard Award - which rates financial services companies on service, trust, capability, financial strength and fair value - for an unprecedented 13 years.

Past performance is not a guide to the future.

With J.P. Morgan Investment Trusts you get:

  • Choice - a large range of investment trusts to choose from.
  • An award-winning reputation - recipient of numerous investment trust industry awards, including Money Observer’s Best UK Equity Investment Trust 2015 and the Moneywise North American Investment Trust award 2015.
  • Global expertise - our investment teams are in more than 15 cities around the world, connected by our investment centres in London, New York, Tokyo and Hong Kong.
Make the most of your tax-efficient benefits

You can choose to hold your investment trust within a J.P. Morgan Stocks and Shares ISA. Subject to annual ISA limits, you may have no tax to declare on potential investment proceeds. Tax benefits and liabilities depend on your individual circumstances, and may change in the future.

Flexible investment options
  • Start investing with an initial lump sum from £500 or £50 a month via the J.P. Morgan Investment Account (see video below).
  • Choose from our wide range of investment trusts across every major market, region and sector.
  • Invest directly in our investment trusts with a J.P. Morgan Investment Account.
Keep track of your funds
  • Online – with the J.P. Morgan Investment Account you can keep track of your investments as well as buy, sell, switch and change personal details.
  • By post – every six months, we'll send you a statement showing the value of your funds.
  • In newspapers – daily investment trust share prices are listed in the Financial Times and other newspapers.

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.