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JPMorgan Asset Management – JPM Balanced Total Return Fund

JPMorgan Asset Management

JPM Balanced Total Return Fund

Type: Oeic

Aim: Growth of 5% above the Bank of England base rate by investing in a range of asset classes

Minimum investment: Lump sum £3,000, monthly £100

Investmeht split: 10-80% equities, up to 70% in convertible bonds, up to 90% in bonds, up to 90% in cash and equivalents

Isa link: Yes

Pep transfers: Yes

Charges: Initial 4.5%, annual 1.5%

Commission: Initial up to 4%

Tel: 0800 727 770

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