Important Information
- Investment in the Funds is not the same as placing funds on deposit with a bank or deposit-taking institution. The manager has no obligation to redeem units at the issue price. Investors may be subject to risks related to Funds.
- Investors may be subject to substantial losses.
- Investors should not solely rely on this document to make any investment decision, but should read in detail the offering documents and the risk disclosures of the relevant investment products.
Why J.P. Morgan DIRECT Investment Platform?
Investing from HK$1,000
With eScheduler, start the habit of investing with a lower investment threshold
180+ Fund Choices
Invest directly in funds offered by J.P. Morgan, helping you to build stronger portfolios
Relatively High Flexibility
You decide when to buy and sell a fund, fully controlling over your investment portfolio
LIFETIME $0 Subscription Fee^ for J.P. Morgan DIRECT Investment Platform Customers
Two steps to enjoy LIFETIME $0 Subscription Fee^
Step 1
Successfully opened a J.P. Morgan DIRECT Investment Platform account online by 31 Dec 2026.
Step 2
Execute at least three monthly Schedule Buy transactions via eScheduler (Schedule Switch or One-time Schedule Buy transactions are excluded) on the eTrading Platform within five months after the account has been successfully opened.
Two steps to enjoy LIFETIME $0 Subscription Fee^
Step 1
Successfully registered for the offer by 31 Dec 2026.
Step 2
Execute at least three monthly Schedule Buy transactions via eScheduler (Schedule Switch or One-time Schedule Buy transactions are excluded) on the eTrading Platform within five months from the date of registration.
Digital Share Class - Fund investment starts at lower costs
Click here for more details on remark #*+.
WHICH ISSUES ARE TOP OF MIND? WE HAVE SOLUTIONS.
eScheduler: Monthly Fund Investment
Make regular investing a habit. Take advantage of dollar cost averaging and create optimal potential returns.
Know which fund you are looking for?
Type the fund name to search
Too Much Market Noise and No Clarity? Actionable Insights to Help You Stay Ahead.
Investment ideas to help you achieve your financial goals
Mutual funds for beginners
A mutual fund is a common type of investment. Managed by portfolio managers, the investments can span global markets. We share the basics of mutual fund investing.
Taking the first step in investing
What you need to know before making your first investment.
Diversification and dollar-cost averaging
Intensifying market volatility can influence an investor’s sentiment and decision-making. How can you avoid the mistakes and make optimal investment decisions?
#Referring to the current management fee for the Digital Share Class is half that of other public offering share classes of the same fund.
*Applicable only to specific fund share classes exclusively offered on the J.P. Morgan DIRECT investment platform. Investment involves risk. Investment products may not be suitable for all investors. Investors should consult professional advice before investing.
+The ongoing charges figure as of 04/2026 is based on expenses for the year ended 30 September 2025 and may vary from year to year. Full subscription and switching fees for the relevant funds may be up to 5%. The ongoing charges figure of each fund varies. For details, please refer to our eTrading website and the offering documents of the relevant funds.