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    1. How to invest

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    How to invest

    You can invest via third party providers or by contacting a professional adviser. You should, of course, only consider investments that are right for you. If you are in any doubt about the suitability of an investment, please speak to an independent financial adviser.

    Your capital may be at risk.

    Third party platforms

    The following are the third party providers that you can use to invest in our range of products.

    AJ Bell >

    EQi >

    Hargreaves >

    Barclays >

    Fidelity >

    Interactive >

    Charles Stanley >

    Halifax >

    Share Centre >

    The companies above are shown for illustrative purposes only. Their inclusion should not be interpreted as a recommendation to buy or sell. The use of their logos is in no way an endorsement of those companies by J.P. Morgan Asset Management nor is it intended to indicate an endorsement of J.P. Morgan Asset Management by those companies.

    Find a professional adviser

    Advisers are usually able to access the products of all the companies in the market and can help you find an investment that suits your individual circumstances. They will let you know the fee for their services before you go ahead.

    Search for an adviser

    Contact us

    If you have not been able to find the information you need on our site – or if you need clarification on something – please visit our contact page to find out the best way of getting in touch with us.

    Contact us


    Legal documentation to read before investing

    Before investing you should always be aware of the investment risks involved and read all the relevant legal documentation relating to your planned investment.


    If you choose to invest in our OEIC Funds

    Mandatory documents relating to your specific investment

    Key Investor Information Document (KIID) - This document provides you with key investor information for each OEIC fund. It is not marketing material. The information is required by law to help you understand the nature and the risks of investing in this Fund. You need to read the relevant KIID for the OEIC share class you are looking to invest in before making a decision. Read the document via the fund explorer >(Find the required fund and then select full product details)
    Pre-sale Cost & Charges Document – This document provides you with the costs and charges applicable to a specific investment product. It is not marketing material. The information is required by law to help you understand the applicable product and service costs and the effect of the costs on the return of your investment. You will need to read the relevant pre-sale costs and charges document for the investment product you are looking to invest in before making a decision. Read the document via the fund explorer >
    (Find the required fund and then select full product details)


    Mandatory documents relating to how you will hold the investment

    Direct OEIC - Supplementary Information Document (SID) - The SID provides additional information about the sub-funds of the three JPMorgan Fund ICVCs. It should be read in conjunction with the KIID. Read document >               

    OEIC Application Form


    Individual Investor’s OEIC Application >


    If you choose to invest in our Investment Trusts

    Mandatory documents relating to your specific investment

    Key Investor Information Document (KIID) - This document provides you with key investor information for each OEIC fund. It is not marketing material. The information is required by law to help you understand the nature and the risks of investing in this Fund. You need to read the relevant KIID for the OEIC share class you are looking to invest in before making a decision. Read the document via the fund explorer > (Find the required fund and then select full product details)
    Pre-sale Cost & Charges Document – This document provides you with the costs and charges applicable to a specific investment product. It is not marketing material. The information is required by law to help you understand the applicable product and service costs and the effect of the costs on the return of your investment. You will need to read the relevant pre-sale costs and charges document for the investment product you are looking to invest in before making a decision. Read the document via the fund explorer > (Find the required fund and then select full product details)

    Prospectus


    JPMorgan Fund ICVC – Prospectus >

    JPMorgan Fund II ICVC – Prospectus >

    JPMorgan Fund III ICVC – Prospectus >


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