JPMorgan Asset Management Investment Trust ISA Features & Benefits
| Feature / Benefit | Summary | Details | Rating out of 5 | ||
|---|---|---|---|---|---|
| Application Criteria: | |||||
| Minimum Initial Investment | £100 | £100 | |||
| Minimum Monthly Investment | £100 | The minimum monthly investment is £100. | |||
| Minimum Stocks & Shares ISA Investment | £1,000 | The minimum single premium investment is £1,000. | |||
| Children's Savings: | |||||
| Children's Savings Account | no | no | |||
| Over 50s ISAs: | |||||
| Over 50s Investment ISA Top Up Allowed | yes | Additional top up contributions to the new £10,200 maximum (less any amount saved in a cash ISA) are permitted for those aged 50 and over. | |||
| Account Access: | |||||
| Account Type | Investment ISA | Investment ISA | |||
| Account Management: | |||||
| Number of Funds | 22 funds | There are 22 investment trusts available: JPMorgan American JPMorgan Asian JPMorgan Chinese JPMorgan Claverhouse JPMorgan Elect Managed Growth JPMorgan...expand | |||
| Shares | no | Shares are not available within this product. | |||
| Fees & Charges: | |||||
| ISA Initial Charge | 0 | No initial charge applies. | |||
| ISA Annual Fee | 0.24% | There is a management charge of 0.24% plus VAT of the value of the portfolio per annum. This is payable monthly, subject to a minimum of £2 plus...expand | |||
| ISA Transfer In Fee | no | There are no transfer fees. | |||
| ISA Transfer Out Fee | no | There is no fee for transfers from another ISA manager. Shares may be transferred out of the ISA into a certificated holding for a charge of £10 per trust. | |||
Apply for this savings account:![]() | |||||


























