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 February 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 2.54% $254,000
    Code Security name Weighting % Amount
    CASH Cash 2.54% $2,540
    Cash 2.54% $254,000
    Australian Shares 6.89% $6,891
    Code Security name Weighting % Amount
    IOZ iShares Core S&P/ASX 200 ETF 6.89% $6,891
    Australian Shares 6.89% $6,891
    International Shares 16.22% $16,216
    Code Security name Weighting % Amount
    JPMGSCD JPMorgan Investment Funds - Global Select Equity Fund 11.46% $11,457
    PER0758AU JPMorgan Global Macro Opportunities Fund - Class A units 4.76% $4,759
    International Shares 16.22% $16,216
    Australian Property 5.26% $5,257
    Code Security name Weighting % Amount
    VAP Vanguard Australian Property Securities Index ETF 5.26% $5,257
    Australian Property 5.26% $5,257
    International Property 11.47% $11,474
    Code Security name Weighting % Amount
    JARA JP Morgan Global Core Real Assets Limited 4.67% $4,670
    JPMGREC JPMorgan Funds - Global Real Estate Securities Fund (USD) 6.80% $6,804
    International Property 11.47% $11,474
    Australian Fixed Interest 9.37% $9,369
    Code Security name Weighting % Amount
    IAF iShares Core Composite Bond ETF 9.37% $9,369
    Australian Fixed Interest 9.37% $9,369
    International Fixed Interest 48.25% $4,825,000
    Code Security name Weighting % Amount
    JPGICIA JPMorgan Investment Funds - Global Income Fund 14.41% $14,411
    JPMAHCH JPMorgan Funds - Income Fund 14.44% $14,438
    PER0727AU JPMorgan Global Strategic Bond Fund 19.40% $19,400
    International Fixed Interest 48.25% $4,825,000
    100.00%
    Total
    $99,996
    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 February 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 2.45% $245,000
      Code Security name Weighting % Amount
      CASH Cash 2.45% $2,450
      Cash 2.45% $245,000
      Australian Shares 13.80% $13,803
      Code Security name Weighting % Amount
      IOZ iShares Core S&P/ASX 200 ETF 13.80% $13,803
      Australian Shares 13.80% $13,803
      International Shares 24.19% $24,181
      Code Security name Weighting % Amount
      JPGLHCC JPMorgan Funds - Global Healthcare Fund 0.97% $971
      JPMGSCD JPMorgan Investment Funds - Global Select Equity Fund 15.61% $15,606
      JPUTRID JPMorgan Funds - US Technology Fund 2.84% $2,838
      PER0758AU JPMorgan Global Macro Opportunities Fund - Class A units 4.77% $4,765
      International Shares 24.19% $24,181
      Australian Property 5.26% $5,264
      Code Security name Weighting % Amount
      VAP Vanguard Australian Property Securities Index ETF 5.26% $5,264
      Australian Property 5.26% $5,264
      International Property 11.49% $11,489
      Code Security name Weighting % Amount
      JARA JP Morgan Global Core Real Assets Limited 4.68% $4,676
      JPMGREC JPMorgan Funds - Global Real Estate Securities Fund (USD) 6.81% $6,813
      International Property 11.49% $11,489
      Australian Fixed Interest 7.01% $7,014
      Code Security name Weighting % Amount
      IAF iShares Core Composite Bond ETF 7.01% $7,014
      Australian Fixed Interest 7.01% $7,014
      International Fixed Interest 35.80% $3,580,000
      Code Security name Weighting % Amount
      JPGICIA JPMorgan Investment Funds - Global Income Fund 14.23% $14,230
      JPMAHCH JPMorgan Funds - Income Fund 11.96% $11,964
      PER0727AU JPMorgan Global Strategic Bond Fund 9.61% $9,613
      International Fixed Interest 35.80% $3,580,000
      100.00%
      Total
      $100,008
      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 February 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 2.44% $244,000
        Code Security name Weighting % Amount
        CASH Cash 2.44% $2,440
        Cash 2.44% $244,000
        Australian Shares 17.52% $17,516
        Code Security name Weighting % Amount
        IOZ iShares Core S&P/ASX 200 ETF 17.52% $17,516
        Australian Shares 17.52% $17,516
        International Shares 40.12% $4,012,000
        Code Security name Weighting % Amount
        JPALCUS JPMorgan Funds - Asia Growth Fund 2.04% $2,035
        JPGLHCC JPMorgan Funds - Global Healthcare Fund 1.84% $1,841
        JPMGSCD JPMorgan Investment Funds - Global Select Equity Fund 26.71% $26,706
        JPUTRID JPMorgan Funds - US Technology Fund 4.78% $4,779
        PER0758AU JPMorgan Global Macro Opportunities Fund - Class A units 4.75% $4,754
        International Shares 40.12% $4,012,000
        Australian Property 5.15% $5,153
        Code Security name Weighting % Amount
        VAP Vanguard Australian Property Securities Index ETF 5.15% $5,153
        Australian Property 5.15% $5,153
        International Property 11.26% $11,261
        Code Security name Weighting % Amount
        JARA JP Morgan Global Core Real Assets Limited 4.56% $4,562
        JPMGREC JPMorgan Funds - Global Real Estate Securities Fund (USD) 6.70% $6,699
        International Property 11.26% $11,261
        Australian Fixed Interest 4.63% $4,627
        Code Security name Weighting % Amount
        IAF iShares Core Composite Bond ETF 4.63% $4,627
        Australian Fixed Interest 4.63% $4,627
        International Fixed Interest 18.88% $18,882
        Code Security name Weighting % Amount
        JPGICIA JPMorgan Investment Funds - Global Income Fund 9.43% $9,432
        JPMAHCH JPMorgan Funds - Income Fund 9.45% $9,450
        International Fixed Interest 18.88% $18,882
        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 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 February 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 2.55% $255,000
          Code Security name Weighting % Amount
          CASH Cash 2.55% $2,550
          Cash 2.55% $255,000
          Australian Shares 21.46% $21,455
          Code Security name Weighting % Amount
          IOZ iShares Core S&P/ASX 200 ETF 21.46% $21,455
          Australian Shares 21.46% $21,455
          International Shares 55.82% $5,582,000
          Code Security name Weighting % Amount
          JPALCUS JPMorgan Funds - Asia Growth Fund 1.32% $1,322
          JPGLHCC JPMorgan Funds - Global Healthcare Fund 2.71% $2,712
          JPMGSCD JPMorgan Investment Funds - Global Select Equity Fund 39.47% $39,473
          JPUTRID JPMorgan Funds - US Technology Fund 9.99% $9,995
          PER0758AU JPMorgan Global Macro Opportunities Fund - Class A units 2.33% $2,328
          International Shares 55.82% $5,582,000
          Australian Property 2.63% $2,627
          Code Security name Weighting % Amount
          VAP Vanguard Australian Property Securities Index ETF 2.63% $2,627
          Australian Property 2.63% $2,627
          International Property 8.01% $8,011
          Code Security name Weighting % Amount
          JARA JP Morgan Global Core Real Assets Limited 4.66% $4,663
          JPMGREC JPMorgan Funds - Global Real Estate Securities Fund (USD) 3.35% $3,348
          International Property 8.01% $8,011
          International Fixed Interest 9.53% $9,536
          Code Security name Weighting % Amount
          JPGICIA JPMorgan Investment Funds - Global Income Fund 4.76% $4,763
          JPMAHCH JPMorgan Funds - Income Fund 4.77% $4,772
          International Fixed Interest 9.53% $9,536
          100.00%
          Total
          $100,009
          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.