J.P. Morgan Asset Management

At J.P. Morgan Asset Management we have one key goal: to help our clients build stronger portfolios. And for more than 150 years, we’ve been doing just that — for institutions, financial planners and individuals alike.

J.P. Morgan Asset Management is committed to understanding our clients’ investment objectives and helping them build stronger portfolios.

Sharing our expertise

Supported by deep resources across regions and sectors, our global team of investment professionals take a research-driven approach to uncover opportunities and risks to help investors build stronger portfolios.

      5,000+ annual on-site company visits (1)

Empowering better decisions

Our global team of market strategists takes the complexity out of markets, helping investors interpret key information and make the right investment decisions.

      Approx. 30 market strategists across the globe (1)

Building stronger portfolios

Our investment capabilities span a huge range of asset classes and regions. This enables us to offer a suite of solutions that can help investors diversify (2) their portfolios and achieve their individual investment goals in a variety of ways.

      Approx. 550 investment strategies (1)

Tapping into proven success

With nearly 150 years of investment experience, we have accumulated invaluable insights into what drives markets and how to empower investors to meet evolving needs — across asset classes, regions and market cycles.

      Approx. 150 years of investment experience (1)

Planning for the future you want to see

We take a forward-looking investment approach to deliver long-term sustainable financial return in a fast-changing world.

      A+ in the 2020 United Nations Principles for Responsible Investment (PRI) Assessment (3)

(1) Source: J.P. Morgan Asset Management. Data as of 31.3.2021. (2) Diversification does not guarantee investment returns and does not eliminate the risk of loss. (3) Source: J.P. Morgan Asset Management. Data as of July 2020. We report annually and are audited.
Profile Video
our team
Leon Goldfeld View Profile
Managing Director
Jordan Stewart, CFA View Profile
Executive Director
Investment Models
Investment Objective
CPI+1-2% annualized over a rolling 5-year period with a low volatility
Typical Investor
Cautious investor with a low risk appetite and looking for a steady income stream
Investment Strategy and Approach
We invest across asset classes aiming to produce an attractive and sustainable regular income payment, which has become particularly important to investors in this low interest rate environment. This is a conservative portfolio with a focus on income generating securities, including government bonds, investment grade corporate bonds, high yield bonds, real estate investment trusts (REITS) and dividend paying equities. We actively manage the portfolio by assessing the prevailing macroeconomic environment and can lean into international, growth and thematic strategies to allow for capital appreciation.
Minimum Investment Amount
$20,000

Model Composition

Allocation as at January 2022

    Allocation & Fees
    Enter an investment amount then scroll down to see an indicative example of the portfolio you would own, as well as the associated fee.
    J.P. Morgan Defensive Income
    This example is an out-of-date breakdown of this model and should not be taken to represent our current thinking or composition
    Cash 2.45% $245,000
    Code Security name Weighting % Amount
    CASH Cash 2.45% $2,450
    Cash 2.45% $245,000
    Australian Shares 6.95% $6,948
    Code Security name Weighting % Amount
    IOZ iShares Core S&P/ASX 200 ETF 6.95% $6,948
    Australian Shares 6.95% $6,948
    International Shares 16.19% $16,185
    Code Security name Weighting % Amount
    JPMGSCD JPMorgan Investment Funds - Global Select Equity Fund 11.37% $11,369
    PER0758AU JPMorgan Global Macro Opportunities Fund - Class A units 4.82% $4,816
    International Shares 16.19% $16,185
    Australian Property 5.52% $5,519
    Code Security name Weighting % Amount
    VAP Vanguard Australian Property Securities Index ETF 5.52% $5,519
    Australian Property 5.52% $5,519
    International Property 11.67% $11,672
    Code Security name Weighting % Amount
    JARA JP Morgan Global Core Real Assets Limited 4.64% $4,639
    JPMGREC JPMorgan Funds - Global Real Estate Securities Fund (USD) 7.03% $7,033
    International Property 11.67% $11,672
    Australian Fixed Interest 9.29% $9,288
    Code Security name Weighting % Amount
    IAF iShares Core Composite Bond ETF 9.29% $9,288
    Australian Fixed Interest 9.29% $9,288
    International Fixed Interest 47.93% $4,793,000
    Code Security name Weighting % Amount
    JPGICIA JPMorgan Investment Funds - Global Income Fund 14.58% $14,575
    JPMAHCH JPMorgan Funds - Income Fund 14.29% $14,293
    PER0727AU JPMorgan Global Strategic Bond Fund 19.06% $19,064
    International Fixed Interest 47.93% $4,793,000
    100.00%
    Total
    $99,995
    Display fees as
    Your monthly fee
    Fees & Costs
    $ - per month

    All fees and costs are inclusive of GST.

    Fees & Costs
    $ - per month
    This includes:

    Management Fee, part of which is paid to J.P. Morgan for making investment decisions for your portfolio, and part of which is retained by the Administrator for their services in administering your portfolio. This fee is deducted directly from your account.

    Indirect Cost, which is the cost of any underlying managed funds and/or ETFs in this Model Portfolio. This amount is not deducted from your account, but is charged within any managed fund or ETF present in your portfolio.

    Transaction Costs, which is an estimate of the costs incurred in transacting for your portfolio over this time period, including transaction costs levied by the Administrator and those charged by any underlying managed fund in this Model Portfolio via what is called the buy-sell spread.

    • You pay zero brokerage for trades on the ASX
    • You retain all interest earned on cash
    • No hidden fees or charges

    The fees and costs shown above relates to the ongoing cost of managing your portfolio.
    One-off cost:

    Entry Cost, is the one-off cost of transactions to invest $0 into this model portfolio, which is $ -.

    All fees and costs are inclusive of GST.
    Please refer to the current PDS for a detailed description of fees.

    Ready to Invest?

    Our single, simple fee covers administration and operations by OpenInvest, the services of your chosen investment manager, and any indirect costs.

    Investment Objective
    CPI+2-3% annualized over a rolling 5-year period with a moderate volatility
    Typical Investor
    Investor seeking a steady source of income yield and can accept some fluctuations in the value of their investments over the short term.
    Investment Strategy and Approach
    We invest across asset classes aiming to produce an attractive and sustainable regular income payment, which has become particularly important to investors in this low interest rate environment. This is a moderate risk portfolio with a focus on income generating securities, including government bonds, investment grade corporate bonds, high yield bonds, real estate investment trusts (REITS) and dividend paying equities. We actively manage the portfolio by assessing the prevailing macroeconomic environment and will look to lean into international, growth and thematic strategies for capital appreciation.
    Minimum Investment Amount
    $20,000

    Model Composition

    Allocation as at January 2022

      Allocation & Fees
      Enter an investment amount then scroll down to see an indicative example of the portfolio you would own, as well as the associated fee.
      J.P. Morgan Sustainable Income
      This example is an out-of-date breakdown of this model and should not be taken to represent our current thinking or composition
      Cash 2.35% $235,000
      Code Security name Weighting % Amount
      CASH Cash 2.35% $2,350
      Cash 2.35% $235,000
      Australian Shares 13.82% $13,820
      Code Security name Weighting % Amount
      IOZ iShares Core S&P/ASX 200 ETF 13.82% $13,820
      Australian Shares 13.82% $13,820
      International Shares 24.40% $24,402
      Code Security name Weighting % Amount
      JPGLHCC JPMorgan Funds - Global Healthcare Fund 1.00% $1,000
      JPMGSCD JPMorgan Investment Funds - Global Select Equity Fund 15.38% $15,379
      JPUTRID JPMorgan Funds - US Technology Fund 3.23% $3,235
      PER0758AU JPMorgan Global Macro Opportunities Fund - Class A units 4.79% $4,789
      International Shares 24.40% $24,402
      Australian Property 5.49% $5,488
      Code Security name Weighting % Amount
      VAP Vanguard Australian Property Securities Index ETF 5.49% $5,488
      Australian Property 5.49% $5,488
      International Property 11.60% $11,607
      Code Security name Weighting % Amount
      JARA JP Morgan Global Core Real Assets Limited 4.61% $4,613
      JPMGREC JPMorgan Funds - Global Real Estate Securities Fund (USD) 6.99% $6,994
      International Property 11.60% $11,607
      Australian Fixed Interest 6.91% $6,906
      Code Security name Weighting % Amount
      IAF iShares Core Composite Bond ETF 6.91% $6,906
      Australian Fixed Interest 6.91% $6,906
      International Fixed Interest 35.43% $3,543,000
      Code Security name Weighting % Amount
      JPGICIA JPMorgan Investment Funds - Global Income Fund 14.29% $14,294
      JPMAHCH JPMorgan Funds - Income Fund 11.76% $11,762
      PER0727AU JPMorgan Global Strategic Bond Fund 9.38% $9,381
      International Fixed Interest 35.43% $3,543,000
      100.00%
      Total
      $100,010
      Display fees as
      Your monthly fee
      Fees & Costs
      $ - per month

      All fees and costs are inclusive of GST.

      Fees & Costs
      $ - per month
      This includes:

      Management Fee, part of which is paid to J.P. Morgan for making investment decisions for your portfolio, and part of which is retained by the Administrator for their services in administering your portfolio. This fee is deducted directly from your account.

      Indirect Cost, which is the cost of any underlying managed funds and/or ETFs in this Model Portfolio. This amount is not deducted from your account, but is charged within any managed fund or ETF present in your portfolio.

      Transaction Costs, which is an estimate of the costs incurred in transacting for your portfolio over this time period, including transaction costs levied by the Administrator and those charged by any underlying managed fund in this Model Portfolio via what is called the buy-sell spread.

      • You pay zero brokerage for trades on the ASX
      • You retain all interest earned on cash
      • No hidden fees or charges

      The fees and costs shown above relates to the ongoing cost of managing your portfolio.
      One-off cost:

      Entry Cost, is the one-off cost of transactions to invest $0 into this model portfolio, which is $ -.

      All fees and costs are inclusive of GST.
      Please refer to the current PDS for a detailed description of fees.

      Ready to Invest?

      Our single, simple fee covers administration and operations by OpenInvest, the services of your chosen investment manager, and any indirect costs.

      Investment Objective
      CPI+3-4% annualized over a rolling 5-year period with a moderate to high volatility
      Typical Investor
      Aggressive investor looking for capital appreciation over the long term and is less sensitive to fluctuations in the value of their investments in the short term.
      Investment Strategy and Approach
      This is a growth portfolio with a risk profile similar to a 70% equities, 30% fixed income allocation. We invest across asset classes aiming to balance between pursuing capital growth with prudent risk management through diversification. The portfolio will include government bonds, investment grade corporate bonds, high yield bonds, real estate investment trusts (REITS) and equities. We actively manage the portfolio by assessing the prevailing macroeconomic environment and will look to lean into international, growth and thematic strategies for capital appreciation.
      Minimum Investment Amount
      $20,000

      Model Composition

      Allocation as at January 2022

        Allocation & Fees
        Enter an investment amount then scroll down to see an indicative example of the portfolio you would own, as well as the associated fee.
        J.P. Morgan Robust Growth
        This example is an out-of-date breakdown of this model and should not be taken to represent our current thinking or composition
        Cash 2.35% $235,000
        Code Security name Weighting % Amount
        CASH Cash 2.35% $2,350
        Cash 2.35% $235,000
        Australian Shares 17.48% $17,479
        Code Security name Weighting % Amount
        IOZ iShares Core S&P/ASX 200 ETF 17.48% $17,479
        Australian Shares 17.48% $17,479
        International Shares 40.25% $4,025,000
        Code Security name Weighting % Amount
        JPALCUS JPMorgan Funds - Asia Growth Fund 1.94% $1,945
        JPGLHCC JPMorgan Funds - Global Healthcare Fund 1.89% $1,889
        JPMGSCD JPMorgan Investment Funds - Global Select Equity Fund 26.23% $26,228
        JPUTRID JPMorgan Funds - US Technology Fund 5.43% $5,428
        PER0758AU JPMorgan Global Macro Opportunities Fund - Class A units 4.76% $4,762
        International Shares 40.25% $4,025,000
        Australian Property 5.35% $5,354
        Code Security name Weighting % Amount
        VAP Vanguard Australian Property Securities Index ETF 5.35% $5,354
        Australian Property 5.35% $5,354
        International Property 11.33% $11,338
        Code Security name Weighting % Amount
        JARA JP Morgan Global Core Real Assets Limited 4.48% $4,485
        JPMGREC JPMorgan Funds - Global Real Estate Securities Fund (USD) 6.85% $6,854
        International Property 11.33% $11,338
        Australian Fixed Interest 4.54% $4,540
        Code Security name Weighting % Amount
        IAF iShares Core Composite Bond ETF 4.54% $4,540
        Australian Fixed Interest 4.54% $4,540
        International Fixed Interest 18.70% $18,701
        Code Security name Weighting % Amount
        JPGICIA JPMorgan Investment Funds - Global Income Fund 9.44% $9,442
        JPMAHCH JPMorgan Funds - Income Fund 9.26% $9,259
        International Fixed Interest 18.70% $18,701
        100.00%
        Total
        $100,014
        Display fees as
        Your monthly fee
        Fees & Costs
        $ - per month

        All fees and costs are inclusive of GST.

        Fees & Costs
        $ - per month
        This includes:

        Management Fee, part of which is paid to J.P. Morgan for making investment decisions for your portfolio, and part of which is retained by the Administrator for their services in administering your portfolio. This fee is deducted directly from your account.

        Indirect Cost, which is the cost of any underlying managed funds and/or ETFs in this Model Portfolio. This amount is not deducted from your account, but is charged within any managed fund or ETF present in your portfolio.

        Transaction Costs, which is an estimate of the costs incurred in transacting for your portfolio over this time period, including transaction costs levied by the Administrator and those charged by any underlying managed fund in this Model Portfolio via what is called the buy-sell spread.

        • You pay zero brokerage for trades on the ASX
        • You retain all interest earned on cash
        • No hidden fees or charges

        The fees and costs shown above relates to the ongoing cost of managing your portfolio.
        One-off cost:

        Entry Cost, is the one-off cost of transactions to invest $0 into this model portfolio, which is $ -.

        All fees and costs are inclusive of GST.
        Please refer to the current PDS for a detailed description of fees.

        Ready to Invest?

        Our single, simple fee covers administration and operations by OpenInvest, the services of your chosen investment manager, and any indirect costs.

        Investment Objective
        CPI+4-6% annualized over a rolling 5-year period with a moderate to high volatility
        Typical Investor
        Highly aggressive investor looking for significant capital appreciation over the long term and is not sensitive to fluctuations in the value of their investments in the short term.
        Investment Strategy and Approach
        This is a high growth portfolio with a risk profile similar to a 90% equities, 10% fixed income allocation. We invest across asset classes aiming to balance between pursuing capital growth with prudent risk management through diversification. The portfolio will include government bonds, investment grade corporate bonds, high yield bonds, real estate investment trusts (REITS) and equities. We actively manage the portfolio by assessing the prevailing macroeconomic environment and will look to lean into international, growth and thematic strategies for capital appreciation.
        Minimum Investment Amount
        $20,000

        Model Composition

        Allocation as at January 2022

          Allocation & Fees
          Enter an investment amount then scroll down to see an indicative example of the portfolio you would own, as well as the associated fee.
          J.P. Morgan Maximum Growth
          This example is an out-of-date breakdown of this model and should not be taken to represent our current thinking or composition
          Cash 2.41% $241,000
          Code Security name Weighting % Amount
          CASH Cash 2.41% $2,410
          Cash 2.41% $241,000
          Australian Shares 21.30% $21,301
          Code Security name Weighting % Amount
          IOZ iShares Core S&P/ASX 200 ETF 21.30% $21,301
          Australian Shares 21.30% $21,301
          International Shares 56.21% $5,621,000
          Code Security name Weighting % Amount
          JPALCUS JPMorgan Funds - Asia Growth Fund 1.26% $1,257
          JPGLHCC JPMorgan Funds - Global Healthcare Fund 2.77% $2,768
          JPMGSCD JPMorgan Investment Funds - Global Select Equity Fund 38.57% $38,567
          JPUTRID JPMorgan Funds - US Technology Fund 11.29% $11,294
          PER0758AU JPMorgan Global Macro Opportunities Fund - Class A units 2.32% $2,319
          International Shares 56.21% $5,621,000
          Australian Property 2.72% $2,715
          Code Security name Weighting % Amount
          VAP Vanguard Australian Property Securities Index ETF 2.72% $2,715
          Australian Property 2.72% $2,715
          International Property 7.97% $7,968
          Code Security name Weighting % Amount
          JARA JP Morgan Global Core Real Assets Limited 4.56% $4,561
          JPMGREC JPMorgan Funds - Global Real Estate Securities Fund (USD) 3.41% $3,408
          International Property 7.97% $7,968
          International Fixed Interest 9.39% $9,396
          Code Security name Weighting % Amount
          JPGICIA JPMorgan Investment Funds - Global Income Fund 4.74% $4,744
          JPMAHCH JPMorgan Funds - Income Fund 4.65% $4,652
          International Fixed Interest 9.39% $9,396
          100.00%
          Total
          $99,995
          Display fees as
          Your monthly fee
          Fees & Costs
          $ - per month

          All fees and costs are inclusive of GST.

          Fees & Costs
          $ - per month
          This includes:

          Management Fee, part of which is paid to J.P. Morgan for making investment decisions for your portfolio, and part of which is retained by the Administrator for their services in administering your portfolio. This fee is deducted directly from your account.

          Indirect Cost, which is the cost of any underlying managed funds and/or ETFs in this Model Portfolio. This amount is not deducted from your account, but is charged within any managed fund or ETF present in your portfolio.

          Transaction Costs, which is an estimate of the costs incurred in transacting for your portfolio over this time period, including transaction costs levied by the Administrator and those charged by any underlying managed fund in this Model Portfolio via what is called the buy-sell spread.

          • You pay zero brokerage for trades on the ASX
          • You retain all interest earned on cash
          • No hidden fees or charges

          The fees and costs shown above relates to the ongoing cost of managing your portfolio.
          One-off cost:

          Entry Cost, is the one-off cost of transactions to invest $0 into this model portfolio, which is $ -.

          All fees and costs are inclusive of GST.
          Please refer to the current PDS for a detailed description of fees.

          Ready to Invest?

          Our single, simple fee covers administration and operations by OpenInvest, the services of your chosen investment manager, and any indirect costs.