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    【Latest Offer】 J.P. Morgan eTrading Customers Can Enjoy a Lifetime Offer, by Starting Monthly Investment.


    Offer Details

    JPMAN Landing EN
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    Why J.P. Morgan Monthly Fund Investment?
    Start Monthly Fund Investment
     
    Investing needs
    a right approach,
    not right market timing
    Timing the market perfectly is almost impossible.

    Amid market volatility, what can investors do to
    manage the short-term risks while
    staying invested over the long term?
    Why Investing Regularly?
    Timing the market perfectly is almost impossible.

    Amid market volatility, what can investors do to
    manage the short-term risks while
    staying invested over the long term?
    Why Investing Regularly?
    It's relatively easy
     
    Investing regularly
    for optimal return
    potential
    Invest consistently regardless of the market's
    ups and downs to take advantage of
    dollar-cost averaging.

    Timing the market perfectly is almost
    impossible, focus instead on seeking out the
    long-term return potential.
    Ways to Diversify Your Portfolio
    Invest consistently regardless of the market's ups
    and downs to take advantage of
    dollar-cost averaging.

    Timing the market perfectly is almost impossible, focus instead on seeking out the long-term return potential.
    Ways to Diversify Your Portfolio
    Check out this example
     
    Investing regularly to navigate
    the market's ups and downs
    Investing regularly
    to navigate
    the market's ups and downs
    Investing consistently means buying more
    units when the market dips and fewer units when the market rallies.
    Investing consistently means buying more
    units when the market dips and
    fewer units when the market rallies.
    During a
    down market
    During a
    market rally
    Consider this:
    investing HK$5,000 every month
    Scenario 1:
    buying more units
    during a down market
    Net asset value (NAV) of a fund drops
    to HK$500

    Investing regularly with HK$5,000
    means buying 10 units (relatively
    more units)
    Consider this:
    investing HK$5,000 every month
    Scenario 2:
    buying fewer units
    during a market rally
    NAV of the same fund now rises
    to HK$1,000

    Investing regularly with HK$5,000
    means buying 5 units (relatively
    fewer units)
    Regardless of the market's ups and downs,
    investing regularly can help lower the average investment cost and
    manage the impact of short-term volatility over the long run.
    How to invest using dollar-cost averaging?
    J.P. Morgan Monthly
    Fund Investment
    J.P. Morgan Monthly
    Fund Investment
    Our investment professionals identify opportunities across
    equities, bonds, currencies and other assets globally, building
    stronger portfolios while managing risks2.
    180+ Fund Choices
    0+
    31+
    83+
    103+
    127+
    152+
    173+
    239+
    251+
    347+
    388+
    479+
    454+
    526+
    551+
    628+
    653+
    702+
    711+
    829+
    935+
    953+
    971+
    1,000+
    investment experts globally 3
    0+
    138+
    257+
    598+
    614+
    726+
    1,121+
    1,364+
    1,522+
    1,591+
    1,769+
    2,137+
    2,544+
    2,641+
    2,732+
    3,158+
    3,324+
    3,597+
    3,795+
    3,821+
    4,129+
    4,453+
    4,612+
    4,865+
    4,963+
    5,000+
    company visits per year 4
    US$000 million
    US$019 million
    US$037 million
    US$041 million
    US$059 million
    US$072 million
    US$087 million
    US$099 million
    US$124 million
    US$175 million
    US$187 million
    US$238 million
    US$259 million
    US$282 million
    US$327 million
    US$340 million
    Annual research budget 4
    US$0.0 trillion
    US$0.5 trillion
    US$0.9 trillion
    US$1.1 trillion
    US$1.3 trillion
    US$1.5 trillion
    US$1.6 trillion
    US$1.7 trillion
    US$1.9 trillion
    US$2.0 trillion
    US$2.1 trillion
    US$2.2 trillion
    US$2.3 trillion
    US$2.5 trillion
    Global assets under management 3
    investment experts globally 3
    0+
    31+
    83+
    103+
    127+
    152+
    173+
    239+
    251+
    347+
    388+
    479+
    454+
    526+
    551+
    628+
    653+
    702+
    711+
    829+
    935+
    953+
    971+
    1,000+
    company visits per year 4
    0+
    138+
    257+
    598+
    614+
    726+
    1,121+
    1,364+
    1,522+
    1,591+
    1,769+
    2,137+
    2,544+
    2,641+
    2,732+
    3,158+
    3,324+
    3,597+
    3,795+
    3,821+
    4,129+
    4,453+
    4,612+
    4,865+
    4,963+
    5,000+
    Annual research budget 4
    US$000 million
    US$019 million
    US$037 million
    US$041 million
    US$059 million
    US$072 million
    US$087 million
    US$099 million
    US$124 million
    US$175 million
    US$187 million
    US$238 million
    US$259 million
    US$282 million
    US$327 million
    US$340 million
    Global assets under management 3
    US$0.0 trillion
    US$0.5 trillion
    US$0.9 trillion
    US$1.1 trillion
    US$1.3 trillion
    US$1.5 trillion
    US$1.6 trillion
    US$1.7 trillion
    US$1.9 trillion
    US$2.0 trillion
    US$2.1 trillion
    US$2.2 trillion
    US$2.3 trillion
    US$2.5 trillion
    2 The portfolio risk management process includes an effort to monitor and manage risk,
    but does not imply low risk.
    3 Source: J.P. Morgan Asset Management as of end-September 2021.
    4 Data is updated annually, as of end-December 2020.
    Why J.P. Morgan Asset Management?
     
    World's leading investment expert
    World's leading
    investment expert
    J.P. Morgan Asset Management stands out from its peers and has won acclaim
    from independent professional institutions on the back of the firm's stellar
    investment performance.
    J.P. Morgan Asset Management stands out from its peers and
    has won acclaim from independent professional institutions on
    the back of the firm's stellar investment performance.
    About Fund Awards
    Enter your email address below to subscribe to our actionable market insights.
    Why J.P. Morgan Monthly Fund Investment?
     
    Why J.P. Morgan
    Monthly Fund Investment?
    It's affordable
    Minimum monthly investment
    is as low as HK$1,000, making
    it an affordable start of your
    investing journey.
    Minimum monthly investment is as
    low as HK$1,000, making it an
    affordable start of your investing
    journey.
    Start Monthly
    Fund Investment
    180+ fund choices
    Whether you have an
    aggressive or a conservative
    portfolio, we have the
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    Whether you have an aggressive or
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    the solutions for you.
    Choose Funds to
    Suit Your Needs
    Take charge
    of your investing
    Set a monthly investment plan
    with your preferred payment
    date and amount. You can also
    update your investment
    instructions anytime.
    Set a monthly investment plan with
    your preferred payment date and
    amount. You can also update your
    investment instructions anytime.
    Make Regular
    Investing a Habit
    Monthly
    Fund Investment
    Invest monthly from as little as HK$1,000 to get a head
    start in forming the habit of investment.
    Last Call
    Open an Account
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    Enter your email address below to subscribe to our actionable market insights.
    Any questions?
     
    Have questions?
    We've got answers.
    Have questions?
    We've got answers.
    Q1 : 
    Will charges be applied when opening an account online?
    Opening an online fund investment account with J.P. Morgan Asset Management is free of charge.

    However, as part of the account opening identity verification procedures, you are required to successfully transfer HK$10,000 from your registered Hong Kong licensed bank account to J.P. Morgan Asset Management pursuant to local regulatory requirements. This HK$10,000 will be temporarily invested in JPMorgan Money Fund – HK$. No subscription charge is required for investing in this Fund. Once the account has been successfully opened, you can choose to switch the investment and invest in any of our funds based on your risk appetite and investment objectives, or redeem from the fund if you wish to (Please refer to the Dealing Guide for details). Investment involves risks. Please refer to the offering document(s) for details, including the risk factors. Investing in JPMorgan Money Fund – HK$ is not the same as making a deposit with a bank or deposit-taking company.
    Q2 : 
    What documents would I need to open an account online?
    To open your account online, have your HKID/Passport and signature ready. You may also be required to provide further information to facilitate the account opening process.

    Please read the Personal Data Privacy Statement, in connection with your provision of personal data or information to JPMorgan Funds (Asia) Limited.
    Q3 : 
    How long will it take before I can start investing?
    As long as you meet the eligibility criteria, and have submitted all required documents with correct information provided, your account can be set up as quickly as one business day, and you may start investing on the next business day. (However, due to bank processing time, some applications may take longer).
    Q4 : 
    What is the minimum investment amount?
    At J.P. Morgan eTrading, you can invest from as low as HK$1,000 for monthly investments and HK$5,000** for lump-sum investments.

    ** Please note that this is not applicable to the investment amount required for online account opening. As part of the account opening identity verification procedure, you are required to successfully transfer HK$10,000 from your registered Hong Kong licensed bank account to J.P. Morgan Asset Management pursuant to local regulatory requirements. This HK$10,000 will be temporarily invested in JPMorgan Money Fund – HK$.

    • No subscription charge is required for investing in this Fund.
    • Once the account has been successfully opened, you can choose to switch the investment and invest in any of our funds based on your risk appetite and investment objectives, or redeem from the fund if you wish (Please refer to the Dealing Guide for details).
    • If account opening is unsuccessful, the HKD10,000 will directly be refunded to the same bank account provided (Please note that your bank may impose charges on the refund).

    Investment involves risks. Please refer to the offering document(s) for details, including the risk factors. Investing in JPMorgan Money Fund – HK$ is not the same as making a deposit with a bank or deposit-taking company.
    Q5 : 
    What is a money market fund?
    Money market fund is a mutual fund that invests in short-term, liquid, high-quality fixed income instruments. Such funds must maintain a high level of liquid assets as they offer investors the ability to redeem their shares on a daily basis.

    Money market funds may help make your capital work harder for the future as you await the next investment opportunity.

    Investment involves risk. Please refer to the offering document(s) for details, including the risk factors. Investing in the Fund is not the same as making a deposit with a bank or deposit-taking company.
    Q6 : 
    Is online account opening applicable only to personal account applications?
    Online account opening is only applicable to personal account applications. For joint and corporate account applications, please make an appointment with our Direct Sales Team via email: jpmam.hk.direct@jpmorgan.com
    Q7 : 
    What is Account Opening Identity Verification?
    As part of the account opening identity verification procedure, you are required to successfully transfer HK$10,000 from your registered Hong Kong licensed bank account to J.P. Morgan Asset Management pursuant to local regulatory requirements. This HK$10,000 will be temporarily invested in JPMorgan Money Fund – HK$.

    • No subscription charge for investing in JPMorgan Money Fund – HK$.
    • Once the account has been successfully opened, you can choose to switch the investment and invest within your account in any of our funds in accordance to your risk appetite and investment objectives, or redeem from the fund if you wish. (Please refer to the Dealing Guide for details)
    • If account opening is unsuccessful, the HK$10,000 will directly be refunded to the same bank account provided (Please note that your bank may impose charges on the refund).

    Investments involve risks. Please refer to the offering document(s) for details, including the risk factors. Investing in JPMorgan Money Fund – HK$ is not the same as making a deposit with a bank or deposit-taking company.
    Q8 : 
    How to start a monthly fund investing plan?
    Login to J.P. Morgan eTrading and set your monthly investment plan with your preferred payment date and amount.

    Login to eTrading


    Monthly fund investments with eScheduler and payment instructions >
    Asian Private Banker Asset Management Awards for Excellence are issued by Asian Private Banker in the year specified, reflecting product performance, business performance, service competency, branding and marketing as at the previous calendar year end.

    AsianInvestor Asset Management Awards are issued by AsianInvestor in the year specified, reflecting performance as at the previous calendar year end.

    The Asia Asset Management Best of the Best Awards are issued by Asia Asset Management, reflecting performance as at November 30 of previous year.

    Please refer to Fund Awards page for details.

    JPMorgan Provident Strategies

    New monthly investment choices exclusively on J.P. Morgan’s eTrading platform, helping you achieve long-term financial goals affordably.

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    Feel free to call our InvestorLine or email us if you would like further information about our Funds or eTrading services:

    (852) 2265 1188

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