30 Sep 2017 HKT 14:31:55

           

           

Fund Search (2.0)
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There are three icons in Fund Search and Portfolio Builder:

  • The Fund is in your portfolio.
  • The Fund’s risk rating exceeds your risk tolerance level.
  • The asset class breakdown of asset allocation funds is represented by their respective benchmarks. Mouse over the icon to view the breakdown of the funds.
  • The asset class breakdown of asset allocation funds is represented by their respective benchmarks. Mouse over the icon to view the breakdown of the funds.

Fund Search

Fund Search enables you to search and analyze funds as well as adding selected fund to Portfolio review. You can also purchase funds directly by adding them to your Wish list. Click here for short tutorial.

Here you can customise the search by applying different criteria, including asset class, currency and risk rating, or you can type directly the keywords you have in mind. You can sort the search results by clicking the column headers.

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Fund Risk

- The Fund is in your portfolio.

- The Fund’s risk rating exceeds your risk tolerance level.

- The asset class breakdown of asset allocation funds is represented by their respective benchmarks.

The asset class breakdown of asset allocation funds is represented by their respective benchmarks. Mouse over the icon to view the breakdown of the funds.

 

Details and transaction buttons as well as Add to Portfolio Review checkbox can be accessed by tapping Fund's Name.

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JPMorgan Multi Income (acc)
- RMB (hedged)

Monthly Report

Fund
Category

Fund Category

Asia Pacific Equity

Asia Pacific Equity

Base
Currency

Base
Currency

CNY

Fund Risk Rating

3

Performance 1Y/3Y/5Y

10.2% | 21.5% | -

Transactions

Buy Schedule Buy

Buy

Add to Portfolio Builder

There are currenly no funds to show.
Please use Search or Filters above to find desired funds.

 

Next, you can either Buy the selected fund(s) directly by clicking the Buy button, or select funds by clicking the check box, which you would like to add to the Portfolio Builder Tools.

Please note: The Fund(s) without a check box is (are) already in your portfolio.

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< Go To Market View
View portfolio with Selected Fund(s)
Save

Save a copy of this order receipt for reference only.
Please note that this page is not an official receipt of the transaction.

Important Notes

  • The above information is for reference only. No information above constitutes a recommendation, an offer to sell, or solicitation of an offer to purpose any investment. You should not rely on the information above to make investment decisions.
  • In the event that a Unitholder redeems or switches their entire holding of a Fund between the Record Date and Payment Date, the reinvested units from the distribution will be redeemed on the Payment Date and the proceeds paid to the Unitholder by cheque in the Fund's base currency if the reinvested units do not meet the relevant minimum holding requirement. For more information, please contact our Investment Advisors on (852) 2265 1188.
  • For share class details of JPMorgan Funds or JPMorgan Investment Funds, please refer to the Appendix 1 - Share Class Details of the relevant offering document(s).
  • Past performance is not indicative of future performance. Investment involves risk. Funds which are invested in emerging markets and smaller companies may also involve a higher degree of risk and are usually more sensitive to price movements. Please refer to the offering document(s) for details, including the risk factors.

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