How do I buy an AJ Bell fund?
You can browse and compare the range of funds for accounts you hold with us by visiting our AJ Bell funds page. Once you've chosen the right fund for you, you can invest a lump sum by clicking 'Invest now'. Each fund is also eligible for our regular investment service, which lets you invest as little as £25 every month.
When you buy an AJ Bell fund, you won’t pay a dealing charge. Our account charges cover holding your investment and are the same as for any other fund account.
Value | Annual charge | |
| Funds (including unit trusts, OEICs and structured products) | First £0 - £250,000 | 0.25% |
| Next £250,000 - £500,000 | 0.10% | |
| Value over £500,000 | No charge |
There’s also an annual ongoing charge for managing your fund. This is 0.31% for the six growth funds, 0.5% for the two income funds and 0.45% for the Responsible Screened Growth fund.
For Ready-made pensions, you can choose between four of the AJ Bell funds when you apply for the account. An account charge covers the pension and investment charges and is taken from your chosen AJ Bell fund.