View more on these topics

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


This week in Mortgages

There’s only one place to start this week and that is the shock merger of Nationwide and Portman.

Axa and Winterthur to merge group pension business but keep individual separate

Axa and Winterthur will continue to run their individual personal pension and investment businesses in parallel with separate brands but the providers’ group pension businesses are to merge.Winterthur chief executive Mike Kellard will continue in his role and report to Axa Life chief executive Paul Evans.The announcement is part of an on-going review of business […]

DB transfers risk losing enhanced protection

Savers transferring out of defined-benefit pension schemes run the risk of losing their enhanced protection, according to Standard Life. Since A-Day, the most common ways of members losing enhanced protection, where a fund which exceeds the lifetime allowance is protected from a 55 per cent tax charge, is if members make a contribution to a […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment