Betashares J.P. Morgan

J.P. Morgan Portfolios on Betashares Directs

Investment portfolios without the guesswork

  • Expertly designed by J.P. Morgan Asset Management

  • Instant diversification, blending active and passive ETF strategies

  • Exclusive to Betashares Direct, with $0 brokerage and low monthly Portfolio fees

Get started through Betashares Direct

Refer to the PDS for information on interest retained by Betashares on cash balances.

Why Australian investors trust Betashares

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Assets under management

100+

Funds across Australia/NZ

1M+

Australian investors served

14+

Years serving clients

Awards and recognitions

“J.P. Morgan Asset Management’s disciplined, research-driven investment processes have been widely used by institutional investors and now we’re thrilled to expand this offering to self-directed investors for the first time.”

-Andrew Creber, Australia and New Zealand CEO at JPMAM

The choice is yours: Income or Growth

Two portfolios designed around what you actually want from your investments: targeting consistent income or capital growth, each built with active and passive ETFs by JPMorgan.

J.INC

JPMorgan Active Income

Seeks consistent income through active and passive ETFs for future goals.

Medium
volatility
5+ years
time horizon
Invest
J.GROW

JPMorgan Active Growth

Grow your investments with active and passive ETFs for future goals.

High
volatility
7+ years
time horizon
Invest

Watch the portfolio overviews

Hear directly from J.P. Morgan Asset Management about each portfolio.

Transparent low fees

Get started
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Managed Portfolio balance
Under $10k
$10k - $100k
$100k - $500k
$500k - $2m
$2m +
JPMorgan Portfolios
$3/month
0.30% p.a.
0.28% p.a.
0.26% p.a.
0.24% p.a.
Brokerage
$0
$0
$0
$0
$0

A portfolio fee of 0.20% p.a. is equivalent to $20 p.a. per $10,000 invested. Refer to the PDS for information on interest retained by Betashares on cash balances. The fee structure for Custom portfolios varies from the fees for Managed portfolios, and can be found here.

Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) (Betashares) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available through Betashares Direct. Before making an investment decision, read the relevant Product Disclosure Statement, available at www.betashares.com.au for the Betashares Funds or www.betashares.com.au/direct for Betashares Invest. You can also obtain a copy of any Betashares disclosure document by emailing Customer Support at [email protected]. You may also wish to consider the relevant Target Market Determination, which sets out the class of consumers that comprise the target market for the relevant Betashares product, available at www.betashares.com.au/target-market-determinations for the Betashares Funds, and at www.betashares.com.au/direct for Betashares Invest. J.P. Morgan Asset Management (Australia) Limited is the investment manager of the J.P. Morgan Managed Portfolios available through Betashares Direct. Investments in managed portfolios, including underlying investment funds, are subject to investment risk and the value of an investor’s portfolio can go down as well as up. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.

Happy investors Australia-wide

Angus S
Verified

Very simple to use, allows easy account management. Simple to transfer money, gives me autonomy, actually love the concept.

Girolamo C
Verified

Great platform with all key information readily available!

Ian S
Verified

Trusted management of my investments.

Jack D
Verified

Easy to use, no brokerage, fractional investing.

Jean-Pierre F
Verified

Auto investing & everything is simplified.

Scarlett D
Verified

Good app experience, nice UX, it works.

Simon O
Verified

Ability to set up a custom portfolio that enables me to automate my investments.

Soterios G
Verified

Perfect platform. Considerate service and a bright future!

Taewoong L
Verified

Zero fee investing on Betashares ETFs, clean and convenient app, distribution reinvestment.

Tony B
Verified

Ability to automate, no transaction fees, ability to create custom portfolios!

Start investing with J.P. Morgan Asset 
Management Managed Portfolios