^ Please note that investing in our funds involves ongoing charges up to 2.16%#, which include management fees and other ongoing expenses.
In an era of low or zero interest rate, it is challenging when bank deposit rates can no longer keep up with inflation.
What makes a good plan to accumulate wealth through investing? Perhaps you need to ask yourself what are your short, medium, and long-term life goals? And to achieve these goals, how much funds you need?
Why Monthly Fund Investment?
With dollar cost averaging, you can be more relaxed from worrying about timing the market
When you have built a habit of investing a fixed amount regularly, the advantage of dollar cost averaging means you are free from worrying about timing the market and to better manage the risk of “buying high, selling low. Rather than trying to pick the exact right moment, why not stay invested regularly and consistently? In the long run, this not only better manage the impact from short-term price volalities, while helping to generate optimal potential returns to grow your wealth.
Staying invested regularly to reap the benefit of long-term compounding investment
Make a habit of investing regularly. Lower your average investment cost as you buy less in a market rally and more during a downturn. By doing so, you will not be over-concerned with short-term volatilities. In addition, the earlier you start investing, the more you can use compounding to your advantage and create optimal potential returns.
J.P. Morgan Monthly Fund Investment
Minimum monthly investment is as low as HK$1,000 – making it easy for you to start a habit of investing!
We offer a wide range of fund choices. All investors, no matter aggressive or conservative, we have solutions for you.
With our professional expertise, investing is made easy even for first-time investors.
Pick any day and amount of your choice for your monthly investment. Enjoy total flexibility as instructions can be changed anytime!
Start Your Monthly Investment Now To Enjoy Lifetime Subscription Fee Waiver^*
New CustomersFrom now until 31 July 2021, new customers who have successfully opened an account online, can register to enjoy LIFETIME subscription fee waiver^* for online monthly fund investment.
^ Please note that investing in our funds involves ongoing charges up to 2.16%#, which include management fees and other ongoing expenses.
Complete online account opening during the aforementioned period
To enable this lifetime privilege, please log in to J.P. Morgan eTrading and set your monthly investment date and amount on or before 31 December 2021.
Learn more about online monthly fund investments with eScheduler and payment instructions >
* Normal subscription fee: 3-5%. Normal switching fee: 1%. Terms and conditions apply.
# The aforementioned 2.16% ongoing charges figure refers to that of JPMorgan Global Property Income Fund and is for illustrative purposes only. Such figure is based on the annualised expenses for the period from 1 October 2019 to 30 September 2020 according to the audited annual report for the period ended on 30 September 2020 and may vary from year to year. The ongoing charges figure of each fund varies. For details, please refer to the respective product key facts statements of the funds. Information as of 30 September 2020.
From now until 31 July 2021, existing customers can register to enjoy LIFETIME subscription fee waiver ^* for online monthly fund investments.
^ Please note that investing in our funds involves ongoing charges up to 2.16%#, which include management fees and other ongoing expenses.
To enable this lifetime privilege, please log in to J.P. Morgan eTrading and set your monthly investment date and amount on or before 31 December 2021.
Learn more about online monthly fund investments with eScheduler and payment instructions >
* Normal subscription fee: 3-5%. Normal switching fee: 1%. Terms and conditions apply.
# The aforementioned 2.16% ongoing charges figure refers to that of JPMorgan Global Property Income Fund and is for illustrative purposes only. Such figure is based on the annualised expenses for the period from 1 October 2019 to 30 September 2020 according to the audited annual report for the period ended on 30 September 2020 and may vary from year to year. The ongoing charges figure of each fund varies. For details, please refer to the respective product key facts statements of the funds. Information as of 30 September 2020.
Related Links
Comprehensive fund range for you to invest in.
Investing 101: dollar-cost averaging and diversification
Long-term investing: basic principles for big decisions
Feel free to call our InvestorLine or email us if you would like further information about our Funds or eTrading services: