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JP Morgan Asset Management – JPM UK Active Index Plus Fund

JP Morgan Asset Management – JPM UK Active Index Plus Fund

Type: Oeic

Aim: Growth by investing in a portfolio mainly of UK equities, and other assets as appropriate

Minimum investment: Lump sum £1,000, monthly £100

Investment split: 100% in UK equities and other assets

Isa link: Yes

Charges: Annual 0.25%, performance fee 10% capped at 0.15% to keep total expense ratio within a maximum 0.55% a year

Commission:  Fee agreed between adviser and client

Tel: 0800 727 770



Pru tax error hits 39,000 policies

Prudential will pay a total of £4m to 39,000 customers after the provider failed to claim back tax credits on investment returns for four years, the Telegraph reports. The error relates to Scottish Amicable unit-linked pension plans and occurred between June 2004 and December 2008. Tax is deducted from investment income earned by unit-linked pension […]

LBG intermediary head Peter Curran seconded to Lloyds TSB

Lloyds Banking Group head of intermediary distribution Peter Curran been placed on secondment to Lloyds TSB. Curran (pictured) will take over from national director of mortgages for Lloyds TSB and Bank of Scotland Debbie McArdle, who has left the group, until a replacement is found. Curran has been doing the role since the end of […]


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There is one comment at the moment, we would love to hear your opinion too.

  1. luke mangiacapra 15th April 2011 at 12:51 pm

    where can i find a comparison table of the top ftse 100 tracker funds available?

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