AJ Bell funds
- news and updates
Important information The value of your investments can go down as well as up and you may get back less than you originally invested. We don't offer advice, so it's important you understand the risks, if you're unsure please consult a suitably qualified financial adviser. Tax treatment depends on your individual circumstances and rules may change. Past performance is not a guide to future performance and some investments need to be held for the long term.
The AJ Bell funds are managed by us, for you. To keep your investment working hard, we make changes to our funds as and when we think market conditions merit it.
On this page you’ll find all quarterly reports and videos for the AJ Bell funds, so you can stay up to date. You’ll also find news articles written by the team – letting you see what we’ve changed, and why we changed it.
When you choose an AJ Bell fund, you're tapping into the expertise of the AJ Bell Investments team, who've more than 60 years' combined experience.
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Latest AJ Bell funds news
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Favourite funds update - April 2024
Thu, 18/04/2024 - 11:00 -
Favourite funds update - March 2024
Thu, 28/03/2024 - 14:28 -
Last-minute picks: Eight trusts and funds for ISAs
Mon, 25/03/2024 - 15:47 -
AJ Bell funds rebalancing
Thu, 18/01/2024 - 09:00 - More Investment articles
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Latest AJ Bell funds videos
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How AJ Bell funds performed in the first quarter of 2024 and what’s happened across the wider markets
Wed, 24/04/2024 - 12:02 -
AJ Bell funds - Q4 2023 update
Tue, 30/01/2024 - 15:20 -
AJ Bell funds - Strategic asset allocation 2024 | Q&A
Thu, 18/01/2024 - 09:00 -
AJ Bell funds - Q3 2023 update
Fri, 03/11/2023 - 08:34 - More Investment videos
AJ Bell funds reports
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Q1 2024 reports
Title Date Cautious Fund - Q1 2024 report 31/03/2024 Download report PDF 2024 Moderately Cautious Fund - Q1 2024 report 31/03/2024 Download report PDF 2024 Balanced Fund - Q1 2024 report 31/03/2024 Download report PDF 2024 Moderately Adventurous Fund - Q1 2024 report 31/03/2024 Download report PDF 2024 Adventurous Fund - Q1 2024 report 31/03/2024 Download report PDF 2024 Global Growth Fund - Q1 2024 report 31/03/2024 Download report PDF 2024 Responsible Growth Fund - Q1 2024 report 31/03/2024 Download report PDF 2024 Income Fund - Q1 2024 report 31/03/2024 Download report PDF 2024 Income and Growth Fund – Q1 2024 report 31/03/2024 Download report PDF 2024
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Q4 2023 reports
Title Date Cautious Fund - Q4 2023 report 23/12/2023 Download report PDF 2023 Moderately Cautious Fund - Q4 2023 report 23/12/2023 Download report PDF 2023 Balanced Fund - Q4 2023 report 23/12/2023 Download report PDF 2023 Moderately Adventurous Fund - Q4 2023 report 23/12/2023 Download report PDF 2023 Adventurous Fund - Q4 2023 report 23/12/2023 Download report PDF 2023 Global Growth Fund - Q4 2023 report 23/12/2023 Download report PDF 2023 Responsible Growth Fund - Q4 2023 report 23/12/2023 Download report PDF 2023 Income Fund - Q4 2023 report 23/12/2023 Download report PDF 2023 Income and Growth Fund – Q4 2023 report 23/12/2023 Download report PDF 2023
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Q3 2023 reports
Title Date Cautious Fund - Q3 2023 report 30/09/2023 Download report PDF 2023 Moderately Cautious Fund - Q3 2023 report 30/09/2023 Download report PDF 2023 Balanced Fund - Q3 2023 report 30/09/2023 Download report PDF 2023 Moderately Adventurous Fund - Q3 2023 report 30/09/2023 Download report PDF 2023 Adventurous Fund - Q3 2023 report 30/09/2023 Download report PDF 2023 Global Growth Fund - Q3 2023 report 30/09/2023 Download report PDF 2023 Responsible Growth Fund - Q3 2023 report 30/09/2023 Download report PDF 2023 Income Fund - Q3 2023 report 30/09/2023 Download report PDF 2023 Income and Growth Fund – Q3 2023 report 30/09/2023 Download report PDF 2023
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Q2 2023 reports
Title Date Cautious Fund - Q2 2023 report 30/06/2023 Download report PDF 2023 Moderately Cautious Fund - Q2 2023 report 30/06/2023 Download report PDF 2023 Balanced Fund - Q2 2023 report 30/06/2023 Download report PDF 2023 Moderately Adventurous Fund - Q2 2023 report 30/06/2023 Download report PDF 2023 Adventurous Fund - Q2 2023 report 30/06/2023 Download report PDF 2023 Global Growth Fund - Q2 2023 report 30/06/2023 Download report PDF 2023 Responsible Growth Fund - Q2 2023 report 30/06/2023 Download report PDF 2023 Income Fund - Q2 2023 report 30/06/2023 Download report PDF 2023 Income and Growth Fund – Q2 2023 report 30/06/2023 Download report PDF 2023
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Q1 2023 reports
Title Date Cautious Fund - Q1 2023 report 31/03/2023 Download report PDF 2023 Moderately Cautious Fund - Q1 2023 report 31/03/2023 Download report PDF 2023 Balanced Fund - Q1 2023 report 31/03/2023 Download report PDF 2023 Moderately Adventurous Fund - Q1 2023 report 31/03/2023 Download report PDF 2023 Adventurous Fund - Q1 2023 report 31/03/2023 Download report PDF 2023 Global Growth Fund - Q1 2023 report 31/03/2023 Download report PDF 2023 Responsible Growth Fund - Q1 2023 report 31/03/2023 Download report PDF 2023 Income Fund - Q1 2023 report 31/03/2023 Download report PDF 2023 Income and Growth Fund - Q1 2023 report 31/03/2023 Download report PDF 2023
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Q4 2022 reports
Title Date Cautious Fund - Q4 2022 report 30/12/2022 Download report PDF 2022 Moderately Cautious Fund - Q4 2022 report 30/12/2022 Download report PDF 2022 Balanced Fund - Q4 2022 report 30/12/2022 Download report PDF 2022 Moderately Adventurous Fund - Q4 2022 report 30/12/2022 Download report PDF 2022 Adventurous Fund - Q4 2022 report 30/12/2022 Download report PDF 2022 Global Growth Fund - Q4 2022 report 30/12/2022 Download report PDF 2022 Responsible Growth Fund - Q4 2022 report 30/12/2022 Download report PDF 2022 Income Fund - Q4 2022 report 30/12/2022 Download report PDF 2022 Income and Growth Fund - Q4 2022 report 30/12/2022 Download report PDF 2022
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Q3 2022 reports
Title Date Cautious Fund - Q3 2022 report 30/09/2022 Download report PDF 2022 Moderately Cautious Fund - Q3 2022 report 30/09/2022 Download report PDF 2022 Balanced Fund - Q3 2022 report 30/09/2022 Download report PDF 2022 Moderately Adventurous Fund - Q3 2022 report 30/09/2022 Download report PDF 2022 Adventurous Fund - Q3 2022 report 30/09/2022 Download report PDF 2022 Global Growth Fund - Q3 2022 report 30/09/2022 Download report PDF 2022 Responsible Growth Fund - Q3 2022 report 30/09/2022 Download report PDF 2022 Income Fund - Q3 2022 report 30/09/2022 Download report PDF 2022 Income and Growth Fund - Q3 2022 report 30/09/2022 Download report PDF 2022
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Q2 2022 reports
Title Date Cautious Fund - Q2 2022 report 30/06/2022 Download report PDF 2022 Moderately Cautious Fund - Q2 2022 report 30/06/2022 Download report PDF 2022 Balanced Fund - Q2 2022 report 30/06/2022 Download report PDF 2022 Moderately Adventurous Fund - Q2 2022 report 30/06/2022 Download report PDF 2022 Adventurous Fund - Q2 2022 report 30/06/2022 Download report PDF 2022 Global Growth Fund - Q2 2022 report 30/06/2022 Download report PDF 2022 Responsible Growth Fund - Q2 2022 report 30/06/2022 Download report PDF 2022 Income Fund - Q2 2022 report 30/06/2022 Download report PDF 2022 Income and Growth Fund - Q2 2022 report 30/06/2022 Download report PDF 2022
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Q1 2022 reports
Title Date Cautious Fund - Q1 2022 report 31/03/2022 Download report PDF 2022 Moderately Cautious Fund - Q1 2022 report 31/03/2022 Download report PDF 2022 Balanced Fund - Q1 2022 report 31/03/2022 Download report PDF 2022 Moderately Adventurous Fund - Q1 2022 report 31/03/2022 Download report PDF 2022 Adventurous Fund - Q1 2022 report 31/03/2022 Download report PDF 2022 Global Growth Fund - Q1 2022 report 31/03/2022 Download report PDF 2022 Responsible Growth Fund - Q1 2022 report 31/03/2022 Download report PDF 2022 Income Fund - Q1 2022 report 31/03/2022 Download report PDF 2022 Income and Growth Fund - Q1 2022 report 31/03/2022 Download report PDF 2022
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Q4 2021 reports
Title Date Cautious Fund - Q4 2021 report 31/12/2021 Download report PDF 2021 Moderately Cautious Fund - Q4 2021 report 31/12/2021 Download report PDF 2021 Balanced Fund - Q4 2021 report 31/12/2021 Download report PDF 2021 Moderately Adventurous Fund - Q4 2021 report 31/12/2021 Download report PDF 2021 Adventurous Fund - Q4 2021 report 31/12/2021 Download report PDF 2021 Global Growth Fund - Q4 2021 report 31/12/2021 Download report PDF 2021 Responsible Growth Fund - Q4 2021 report 31/12/2021 Download report PDF 2021 Income Fund Report - Q4 2021 report 31/12/2021 Download report PDF 2021 Income and Growth fund - Q4 2021 report 31/12/2021 Download report PDF 2021
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Q3 2021 reports
Title Date Cautious Fund - Q3 2021 report 30/09/2021 Download report PDF 2021 Moderately Cautious Fund - Q3 2021 report 30/09/2021 Download report PDF 2021 Balanced Fund - Q3 2021 report 30/09/2021 Download report PDF 2021 Moderately Adventurous Fund - Q3 2021 report 30/09/2021 Download report PDF 2021 Adventurous Fund - Q3 2021 report 30/09/2021 Download report PDF 2021 Global Growth Fund - Q3 2021 report 30/09/2021 Download report PDF 2021 Responsible Growth Fund - Q3 2021 report 30/09/2021 Download report PDF 2021 Income Fund Report - Q3 2021 report 30/09/2021 Download report PDF 2021 Income and Growth fund - Q3 2021 report 30/09/2021 Download report PDF 2021
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Q2 2021 reports
Title Date Cautious Fund - Q2 2021 report 30/06/2021 Download report PDF 2021 Moderately Cautious Fund - Q2 2021 report 30/06/2021 Download report PDF 2021 Balanced Fund - Q2 2021 report 30/06/2021 Download report PDF 2021 Moderately Adventurous Fund - Q2 2021 report 30/06/2021 Download report PDF 2021 Adventurous Fund - Q2 2021 report 30/06/2021 Download report PDF 2021 Global Growth Fund - Q2 2021 report 30/06/2021 Download report PDF 2021 Responsible Growth Fund - Q2 2021 report 30/06/2021 Download report PDF 2021 Income Fund Report - Q2 2021 report 30/06/2021 Download report PDF 2021 Income Growth Fund - Q2 2021 report 30/06/2021 Download report PDF 2021
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Q1 2021 reports
Title Date Cautious Fund - Q1 2021 report 31/03/2021 Download report PDF 2021 Moderately Cautious Fund - Q1 2021 report 31/03/2021 Download report PDF 2021 Balanced Fund - Q1 2021 report 31/03/2021 Download report PDF 2021 Moderately Adventurous Fund - Q1 2021 report 31/03/2021 Download report PDF 2021 Adventurous Fund - Q1 2021 report 31/03/2021 Download report PDF 2021 Global Growth Fund - Q1 2021 report 31/03/2021 Download report PDF 2021 Responsible Growth Fund - Q1 2021 report 31/03/2021 Download report PDF 2021 Income Fund Report - Q1 2021 report 31/03/2021 Download report PDF 2021 Income Growth Fund - Q1 2021 report 31/03/2021 Download report PDF 2021
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Q4 2020 reports
Title Date Cautious Fund - Q4 2020 report 31/12/2020 Download report PDF 2020 Moderately Cautious Fund - Q4 2020 report 31/12/2020 Download report PDF 2020 Balanced Fund - Q4 2020 report 31/12/2020 Download report PDF 2020 Moderately Adventurous Fund - Q4 2020 report 31/12/2020 Download report PDF 2020 Adventurous Fund - Q4 2020 report 31/12/2020 Download report PDF 2020 Global Growth - Q4 2020 report 31/12/2020 Download report PDF 2020 Responsible Growth Fund - Q4 2020 report 31/12/2020 Download report PDF 2020 Income Fund - Q4 2020 report 31/12/2020 Download report PDF 2020 Income & Growth Fund - Q4 2020 report 31/12/2020 Download report PDF 2020
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Q3 2020 reports
Title Date Cautious fund - Q3 2020 report 30/09/2020 Download report PDF 2020 Moderately Cautious fund - Q3 2020 report 30/09/2020 Download report PDF 2020 Balanced fund - Q3 report 2020 30/09/2020 Download report PDF 2020 Moderately Adventurous fund - Q3 2020 report 30/09/2020 Download report PDF 2020 Adventurous fund - Q3 2020 report 30/09/2020 Download report PDF 2020 Global Growth fund - Q3 2020 report 30/09/2020 Download report PDF 2020 Income fund - Q3 2020 report 30/09/2020 Download report PDF 2020 Income and Growth fund - Q3 2020 report 30/09/2020 Download report PDF 2020
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Q2 2020 reports
Title Date Cautious fund - Q2 2020 report 30/06/2020 Download report PDF 2020 Moderately Cautious fund - Q2 2020 report 30/06/2020 Download report PDF 2020 Balanced fund - Q2 2020 report 30/06/2020 Download report PDF 2020 Moderately Adventurous fund - Q2 2020 report 30/06/2020 Download report PDF 2020 Adventurous fund - Q2 2020 report 30/06/2020 Download report PDF 2020 Global Growth fund - Q2 2020 report 30/06/2020 Download report PDF 2020 Income fund - Q2 2020 report 30/06/2020 Download report PDF 2020 Income and Growth fund - Q2 2020 report 30/06/2020 Download report PDF 2020
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Q1 2020 reports
Title Date Cautious fund - Q1 2020 report 31/03/2020 Download report PDF 2020 Moderately Cautious fund - Q1 2020 report 31/03/2020 Download report PDF 2020 Balanced fund - Q1 2020 report 31/03/2020 Download report PDF 2020 Moderately Adventurous fund - Q1 2020 report 31/03/2020 Download report PDF 2020 Adventurous fund - Q1 2020 report 31/03/2020 Download report PDF 2020 Global Growth fund - Q1 2020 report 31/03/2020 Download report PDF 2020 Income fund - Q1 2020 report 31/03/2020 Download report PDF 2020 Income and Growth fund - Q1 2020 report 31/03/2020 Download report PDF 2020
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Q4 2019 reports
Title Date Cautious fund - Q4 2019 report 31/12/2019 Download report PDF 2019 Moderately Cautious fund - Q4 2019 report 31/12/2019 Download report PDF 2019 Balanced fund - Q4 2019 report 31/12/2019 Download report PDF 2019 Moderately Adventurous fund - Q4 2019 report 31/12/2019 Download report PDF 2019 Adventurous fund - Q4 2019 report 31/12/2019 Download report PDF 2019 Global Growth fund - Q4 2019 report 31/12/2019 Download report PDF 2019 Income fund - Q4 2019 report 31/12/2019 Download report PDF 2019 Income and Growth fund - Q4 2019 report 31/12/2019 Download report PDF 2019
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Assessment of value reports
Title Date AJ Bell funds - Assessment of value report 2023 23/10/2023 Download report PDF AJ Bell funds - Assessment of value report 2022 09/11/2022 Download report PDF AJ Bell funds - Assessment of value report 2021 26/08/2021 Download report PDF AJ Bell funds - Assessment of value report 2020 02/04/2020 Download report PDF