JP Morgan Cautious Total Return Class A Fund
This is an archived 2011 ISA Guide Featured Fund.
Please see our funds for this year.
| TOTAL AMOUNT SAVED ON CHARGES ON A £10,680 INVESTMENT IS £453.90 |
|---|
| Normal Standard Initial Charge | 4.25% |
| Your Standard Initial Charge after Discount | 0% |
| Annual Management Charge | 1.42% |
| Total Expense Ratio* | 1.55% |
| Fund Unit Type | Acc & Inc |
This Cautious Total Return Fund from J.P. Morgan Asset Management featured in last year’s ISA and Investment Guide too. The aim of the fund is to outperform cash over the medium to long term by investing mainly in equities, fixed income securities and bonds in both developed counties and emerging ones worldwide.
IMA Sector: Cautious Managed
J.P. Morgan Asset Management has won the Incisive Media Gold Standard Award for the eighth successive year (2003 - 2010).
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*Total Expense Ratio (TER): This is the total of the Annual Management Charge plus any additional charges and expenses applied by the fund manager. Additional charges might cover, for example, fees paid to trustees. The amount of additional charges and expenses can be found by deducting the Annual Management Charge from the TER.
Neill Nuttall & Talib Sheikh
