Investment trust fees and charges

All investment trusts have charges. Ours are easy to understand and competitive. For example, there is no initial charge on our investment trusts when you invest using a J.P. Morgan WealthManager+ account.

J.P. Morgan Investment Trust charges in a J.P. Morgan WealthManager+ account

Transaction charges
Buying No charge
Selling No charge on J.P. Morgan investments
Brokerage £10 brokerage per buy or sell, or no charge if via a regular savings plan. No brokerage for some switches, see Switch below.
Stamp duty 0.5% on purchases
Switch When buying J.P. Morgan Investment Trusts as part of a switch within a product, no brokerage will be applied to the purchase
Panel of Takeover and Mergers Levy (PTM) £1 per investment purchase if greater than £10,000
Annual account charges
Set up No charge
Transfers in No charge
Annual account fee Investment AccountNo charge
S&S ISA0.25% - Min £2 Maximum £10 / month
SIPP0.25% - Min £2 Maximum £25 / month

Annual account charges

We will attempt to take the account charge (if applicable) from cash held within your J.P. Morgan WealthManager+ account on a monthly basis. If there is insufficient cash available an outstanding amount will remain as a negative cash balance.

On a half-yearly basis, normally in June and December, we may choose to sell any of the holdings in your Account at our discretion to cover any negative cash balances at that time.

Further information on paying charges and topping up your cash account are available in the Key Features and Terms and Conditions.

Charges for Classic Account holders

Different charges apply for Classic Account holders. You can find more information in the
Key Features and Terms and Conditions

Is an investment trust right for you?

If you're not sure that an investment trust is the right investment for you, speak to a financial adviser.

Find an independent adviser