Important Information
Below shows the Important Information of JPMorgan Provident Growth Fund, JPMorgan Provident Balanced Fund, JPMorgan Provident Capital Fund, please click Read More to view full details.
JPMorgan Provident Growth Fund
1. The Fund invests primarily (at least 70%) in a professionally managed portfolio of interests in collective investment schemes (including exchange-traded funds). The underlying assets of the Fund will have a majority investment in global equity markets to seek potential higher returns although the
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We understand that different people have different life goals. To start living your dream life, investing can be instrumental in helping you meet your financial goals at the different stages of life.
Available exclusively on J.P. Morgan DIRECT Investment Platform for monthly investment is the newly launched Distribution Unit – R of the JPMorgan Provident Fund Series which comprises three key strategies. Based on your investment objectives and risk appetite, you can consider what could be your ideal plan and invest monthly to help grow your wealth.
Features of JPMorgan Provident Fund Series
(Distribution Unit – R)
Designed for monthly investment
JPMorgan Provident Fund Series Distribution Unit – R is now available exclusively on J.P. Morgan DIRECT Investment Platform for monthly investment. You can consider the advantage of dollar-cost averaging by investing a fixed amount regularly, regardless of asset price, to help you better manage market volatility.
# The lower management fee refers to the management fee of the JPMorgan Provident Fund Series – Distribution Unit – R: JPMorgan Provident Growth Fund (1%), JPMorgan Provident Balanced Fund (1%), JPMorgan Provident Capital Fund (0.8%), compared respectively to the management fee of JPMorgan Provident Fund Series – Distribution Unit: JPMorgan Provident Growth Fund (1.25%), JPMorgan Provident Balanced Fund (1.25%), JPMorgan Provident Capital Fund (1.25%). Please note that investing in the JPMorgan Provident Fund Series – Distribution Unit – R involves ongoing charges. Total ongoing charges including management fees and other expenses are: JPMorgan Provident Growth Fund (1.27%), JPMorgan Provident Balanced Fund (1.28%), JPMorgan Provident Capital Fund (1.27%). The ongoing charges figure is estimated because the class is newly set up and recently launched. The figure is based on the estimated costs and expenses of the respective Fund’s investment/administration unit class over 12 months, as of 30 June 2021. The actual figure may be different from the estimated figure and may vary from year to year. For details, please refer to the respective product key facts statements of the funds.
JPMorgan Provident Funds
(Distribution Units and Distribution Units – R)
JPMorgan Provident
Balanced Fund
For investors who are willing to take additional risk, aims to increase potential investment returns.
Investment in global equity and bond markets.
Seek to maintain capital and income stability, whilst seek growth opportunities.
Check out annualised yield and performance record on Fund Details.
JPMorgan Provident Fund Series Performance Record
(Investment Unit)
Managed by a team of investment professionals, JPMorgan Provident Fund Series can help you navigate changing markets with a spectrum of strategies, seeking capital appreciation, and striving for long-term wealth creation.
Performance of JPMorgan Provident Fund Series – Investment Unit over the past 10 years3:
Monthly investment: HK$5,000
10 years of investment from 1 January 2012 until 31 December 2021
Start investing early to maximise the benefits of compounding.
Let JPMorgan Provident Fund Series be a part of your investment journey.