Factual snapshot
JPMorgan — review
Mechanical, source-cited snapshot of JPMorgan's NZ retail managed-fund range. We don't rate or recommend — see a licensed financial adviser for personalised advice.
- Funds tracked
- 1
- Median annual fee
- 0.47%
- Median FMA risk
- 4/7
- Tracked NZ retail AUM
- $113.9 million
Universe median 0.84%
Standardised 1–7 scale
Sum of fund sizes (1/1 on file)
About JPMorgan
Global asset manager with a Global Bond PIE fund distributed in NZ.
- Legal name
- JPMorgan Asset Management
- Headquarters
- New York
Fee position vs peers
Per-asset-class median annual fund charge for JPMorgan vs the peer median across all other NZ managers in our coverage. Source: Sorted Smart Investor (FMA Disclose Quarterly Fund Updates).
| Asset class | JPMorgan funds | JPMorgan median fee | Peer median (n) | Position |
|---|---|---|---|---|
| International FI | 1 | 0.47% | 0.71% (30) | priced 24 bps below the peer median (0.71%) |
Fee is the headline ongoing cost; strategy mix, hedging, performance fees and net return after fees also matter when comparing options.
Risk profile mix
Distribution of JPMorgan's 1 funds across the FMA's standardised 1–7 risk indicator. The indicator is calculated from each fund's past five years of unit-price volatility and published on every Quarterly Fund Update.
- Risk 4/7 1
JPMorgan's funds
Questions about JPMorgan
Is JPMorgan a good fund manager?
Whether JPMorgan suits any individual investor depends on the investor's goals, time horizon, risk tolerance, and how the fund fits an existing portfolio — factors that vary by individual. On this site we surface mechanical, comparable data points: JPMorgan runs 1 retail managed fund in our coverage, with a median annual fund charge of 0.47% across that range (vs the NZ universe median of 0.84%), and a median FMA risk indicator of 4 out of 7. For personalised guidance, see a licensed financial adviser.
What does JPMorgan charge?
JPMorgan's 1 fund in our coverage carry a median annual fund charge of 0.47% (range 0.47% – 0.47%). The annual fund charge is the headline ongoing cost disclosed on every Quarterly Fund Update on the FMA Disclose register. Cross-validate via the per-fund pages, which link to source documents.
How big is JPMorgan?
Across the 1 fund with on-file fund-size data, JPMorgan's tracked NZ retail AUM totals NZD 113.9 million. This is the sum of fund sizes disclosed in each fund's most recent Quarterly Fund Update on FMA Disclose and excludes KiwiSaver, wholesale and Australian-domiciled assets. JPMorgan may manage materially larger assets in those categories.
Where is JPMorgan based?
JPMorgan (legal name: JPMorgan Asset Management) is headquartered in New York.
What kind of funds does JPMorgan run?
JPMorgan's range of 1 fund in our coverage is weighted toward international fi (1 fund). See the full list at /providers/jpmorgan/.
Other managers running international fi funds
How we built this snapshot
Fund counts and category mix are from src/data/funds.ts (Range of Funds reconciled to the InvestNow + Sharesies + manager-direct universe). Annual fund charge, FMA risk indicator, five-year return and fund size are extracted from each fund's Quarterly Fund Update via Sorted Smart Investor (a Te Ara Ahunga Ora / Retirement Commission service that mirrors the FMA Disclose register). Cross-validate via each per-fund page, which links to the source PDS and Fund Update on FMA Disclose.
ManagedFundsNZ provides information only, not personalised financial advice. For advice, see a licensed financial adviser.