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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
solutions for you.
Whether you have an aggressive or
a conservative portfolio, we have
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
Still deciding?
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 DIRECT Investment Platform, 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 DIRECT Investment Platform and set your monthly investment plan with your preferred payment date and amount.

Login to MORGAN DIRECT


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.


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


Offer Details

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Feel free to call our InvestorLine or email us if you would like further information about our Funds or J.P. Morgan DIRECT Investment Platform services:

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investor.services@jpmorgan.com

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