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Fund manager

JPMorgan

JPMorgan Asset Management

Global asset manager with a Global Bond PIE fund distributed in NZ.

Funds tracked
1
Headquarters
New York
JPMorgan websiteRead the JPMorgan review →

Peer managers

Other NZ managers in International FI

Scheme governance

Audit, trustee, history

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

1 fund
JPMorgan Global Bond Fund
Fee
0.47%
Risk
4/7
PIE · capped at PIR (max 28%)conservative

Questions about JPMorgan

How many managed funds does JPMorgan offer in New Zealand?▾

JPMorgan runs 1 retail managed fund available to New Zealand investors, across 1 asset class: International Fixed Interest. Counts are taken from the FMA Disclose register.

What does JPMorgan charge?▾

Annual fund charges across JPMorgan's 1 fund with published data range from 0.47% to 0.47% per year. The charge is deducted from the fund, not billed separately. Figures come from each fund's Quarterly Fund Update via the FMA Disclose register.

Is JPMorgan a licensed fund manager in New Zealand?▾

JPMorgan operates in New Zealand as JPMorgan Asset Management. Managed investment schemes offered to NZ retail investors must be registered on the FMA Disclose register and operated by a licensed manager with a licensed supervisor. Each fund page links to its Disclose record so the registration can be checked directly.

Are JPMorgan's funds PIEs?▾

1 of JPMorgan's 1 fund is a Portfolio Investment Entity (PIE). A PIE taxes investment income at your Prescribed Investor Rate, capped at 28%, rather than at your marginal income tax rate.

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