JPMorgan Asset Management Investment Trust ISA

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JPMorgan Asset Management Investment Trust ISA Details

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Provided By JPMorgan Asset Management

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JPMorgan Asset Management Investment Trust ISA Features & Benefits

(currently displaying summary information only)

Feature / Benefit	Summary	Details
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 There are 22 investment trusts available: JPMorgan American JPMorgan Asian JPMorgan Chinese JPMorgan Claverhouse JPMorgan Elect Managed Growth JPMorgan Elect Managed Income JPMorgan Emerging Markets JPMorgan European Fledgling JPMorgan European Growth JPMorgan European Income JPMorgan Income & Capital - Ordinary Income/ZDP/Units JPMorgan Income & Growth - Income /Capital/Units JPMorgan Indian JPMorgan Japanese JPMorgan Japanese Smaller Companies JPMorgan Mid Cap JPMorgan Overseas JPMorgan Progressive Multi-Strategy (AIM) JPMorgan Russian Securities JPMorgan Smaller Companies JPMorgan US Discovery Mercantile Investment Trust plccollapse
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 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 VAT per month and a maximum of £10 plus VAT per month.collapse
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:

Feature / Benefit	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.
Apply for this savings account:

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