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 October 2021

    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 2.00% $200,000
    Code Security name Weighting % Amount
    CASH Cash 2.00% $2,000
    Cash 2.00% $200,000
    Australian Shares 10.10% $10,104
    Code Security name Weighting % Amount
    IOZ iShares Core S&P/ASX 200 ETF 10.10% $10,104
    Australian Shares 10.10% $10,104
    International Shares 13.02% $13,014
    Code Security name Weighting % Amount
    JPMGSCD JPMorgan Investment Funds - Global Select Equity Fund 8.02% $8,018
    PER0758AU JPMorgan Global Macro Opportunities Fund - Class A units 5.00% $4,996
    International Shares 13.02% $13,014
    Australian Property 5.08% $5,077
    Code Security name Weighting % Amount
    VAP Vanguard Australian Property Securities Index ETF 5.08% $5,077
    Australian Property 5.08% $5,077
    International Property 10.02% $10,025
    Code Security name Weighting % Amount
    JARA JP Morgan Global Core Real Assets Limited 4.99% $4,994
    JPMGREC JPMorgan Funds - Global Real Estate Securities Fund (USD) 5.03% $5,031
    International Property 10.02% $10,025
    Australian Fixed Interest 9.97% $9,974
    Code Security name Weighting % Amount
    IAF iShares Core Composite Bond ETF 9.97% $9,974
    Australian Fixed Interest 9.97% $9,974
    International Fixed Interest 49.81% $4,981,000
    Code Security name Weighting % Amount
    JPGICIA JPMorgan Investment Funds - Global Income Fund 15.01% $15,011
    JPMAHCH JPMorgan Funds - Income Fund 14.98% $14,979
    PER0727AU JPMorgan Global Strategic Bond Fund 19.82% $19,821
    International Fixed Interest 49.81% $4,981,000
    100.00%
    Total
    $100,005
    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 total 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 October 2021

      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 2.01% $201,000
      Code Security name Weighting % Amount
      CASH Cash 2.01% $2,010
      Cash 2.01% $201,000
      Australian Shares 15.13% $15,135
      Code Security name Weighting % Amount
      IOZ iShares Core S&P/ASX 200 ETF 15.13% $15,135
      Australian Shares 15.13% $15,135
      International Shares 22.95% $22,947
      Code Security name Weighting % Amount
      JPALCUS JPMorgan Funds - Asia Growth Fund 2.98% $2,979
      JPGLHCC JPMorgan Funds - Global Healthcare Fund 1.00% $1,003
      JPMGSCD JPMorgan Investment Funds - Global Select Equity Fund 11.99% $11,989
      JPUTRID JPMorgan Funds - US Technology Fund 1.99% $1,986
      PER0758AU JPMorgan Global Macro Opportunities Fund - Class A units 4.99% $4,990
      International Shares 22.95% $22,947
      Australian Property 5.07% $5,071
      Code Security name Weighting % Amount
      VAP Vanguard Australian Property Securities Index ETF 5.07% $5,071
      Australian Property 5.07% $5,071
      International Property 10.01% $10,011
      Code Security name Weighting % Amount
      JARA JP Morgan Global Core Real Assets Limited 4.99% $4,988
      JPMGREC JPMorgan Funds - Global Real Estate Securities Fund (USD) 5.02% $5,024
      International Property 10.01% $10,011
      Australian Fixed Interest 7.47% $7,473
      Code Security name Weighting % Amount
      IAF iShares Core Composite Bond ETF 7.47% $7,473
      Australian Fixed Interest 7.47% $7,473
      International Fixed Interest 37.36% $3,736,000
      Code Security name Weighting % Amount
      JPGICIA JPMorgan Investment Funds - Global Income Fund 14.99% $14,991
      JPMAHCH JPMorgan Funds - Income Fund 12.47% $12,466
      PER0727AU JPMorgan Global Strategic Bond Fund 9.90% $9,897
      International Fixed Interest 37.36% $3,736,000
      100.00%
      Total
      $100,002
      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 total 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 October 2021

        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 2.01% $201,000
        Code Security name Weighting % Amount
        CASH Cash 2.01% $2,010
        Cash 2.01% $201,000
        Australian Shares 20.15% $20,149
        Code Security name Weighting % Amount
        IOZ iShares Core S&P/ASX 200 ETF 20.15% $20,149
        Australian Shares 20.15% $20,149
        International Shares 37.86% $3,786,000
        Code Security name Weighting % Amount
        JPALCUS JPMorgan Funds - Asia Growth Fund 4.96% $4,958
        JPGLHCC JPMorgan Funds - Global Healthcare Fund 1.97% $1,967
        JPMGSCD JPMorgan Investment Funds - Global Select Equity Fund 22.48% $22,484
        JPUTRID JPMorgan Funds - US Technology Fund 3.47% $3,471
        PER0758AU JPMorgan Global Macro Opportunities Fund - Class A units 4.98% $4,982
        International Shares 37.86% $3,786,000
        Australian Property 5.06% $5,063
        Code Security name Weighting % Amount
        VAP Vanguard Australian Property Securities Index ETF 5.06% $5,063
        Australian Property 5.06% $5,063
        International Property 10.00% $9,996
        Code Security name Weighting % Amount
        JARA JP Morgan Global Core Real Assets Limited 4.98% $4,980
        JPMGREC JPMorgan Funds - Global Real Estate Securities Fund (USD) 5.02% $5,016
        International Property 10.00% $9,996
        Australian Fixed Interest 4.98% $4,978
        Code Security name Weighting % Amount
        IAF iShares Core Composite Bond ETF 4.98% $4,978
        Australian Fixed Interest 4.98% $4,978
        International Fixed Interest 19.94% $19,936
        Code Security name Weighting % Amount
        JPGICIA JPMorgan Investment Funds - Global Income Fund 9.98% $9,979
        JPMAHCH JPMorgan Funds - Income Fund 9.96% $9,958
        International Fixed Interest 19.94% $19,936
        100.00%
        Total
        $99,994
        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 total 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 October 2021

          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 1.99% $199,000
          Code Security name Weighting % Amount
          CASH Cash 1.99% $1,990
          Cash 1.99% $199,000
          Australian Shares 25.18% $25,184
          Code Security name Weighting % Amount
          IOZ iShares Core S&P/ASX 200 ETF 25.18% $25,184
          Australian Shares 25.18% $25,184
          International Shares 52.84% $5,284,000
          Code Security name Weighting % Amount
          JPALCUS JPMorgan Funds - Asia Growth Fund 6.94% $6,941
          JPGLHCC JPMorgan Funds - Global Healthcare Fund 3.00% $3,003
          JPMGSCD JPMorgan Investment Funds - Global Select Equity Fund 32.97% $32,974
          JPUTRID JPMorgan Funds - US Technology Fund 7.44% $7,436
          PER0758AU JPMorgan Global Macro Opportunities Fund - Class A units 2.49% $2,491
          International Shares 52.84% $5,284,000
          Australian Property 2.53% $2,527
          Code Security name Weighting % Amount
          VAP Vanguard Australian Property Securities Index ETF 2.53% $2,527
          Australian Property 2.53% $2,527
          International Property 7.49% $7,487
          Code Security name Weighting % Amount
          JARA JP Morgan Global Core Real Assets Limited 4.98% $4,979
          JPMGREC JPMorgan Funds - Global Real Estate Securities Fund (USD) 2.51% $2,508
          International Property 7.49% $7,487
          International Fixed Interest 9.97% $9,967
          Code Security name Weighting % Amount
          JPGICIA JPMorgan Investment Funds - Global Income Fund 4.99% $4,989
          JPMAHCH JPMorgan Funds - Income Fund 4.98% $4,978
          International Fixed Interest 9.97% $9,967
          100.00%
          Total
          $100,000
          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 total 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.