Before you invest with us, we want you to understand how we’ll take care of your hard-earned savings. So, as well as upholding our commitments on choice and cost, we also promise to keep you informed promptly and speak to you in plain English once you have invested with us.
Feel free to browse our resources for the funds we currently manage:
| AJ Bell Income Funds |
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| CG AJ Bell Income fund.pdf |
| CG AJ Bell Income & Growth fund.pdf |
| AJ Bell Growth Funds |
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| KIID Pack - CG AJ Bell Cautious.pdf |
| KIID Pack - CG AJ Bell Moderately Cautious.pdf |
| KIID Pack - CG AJ Bell Balanced.pdf |
| KIID Pack - CG AJ Bell Moderately Adventurous.pdf |
| KIID Pack - CG AJ Bell Adventurous.pdf |
| KIID Pack - CG AJ Bell Global Growth.pdf |
| AJ Bell Income Funds |
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| KIID Pack - CG AJ Bell Income.pdf |
| KIID Pack - CG AJ Bell Income & Growth.pdf |
| AJ Bell Responsible Screened Growth Fund |
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| KIID Pack - CG AJ Bell Responsible Screened Growth.pdf |
| AJ Bell Growth Funds Class A |
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| KIID Pack - CG AJ Bell Cautious Class A.pdf |
| KIID Pack - CG AJ Bell Moderately Cautious Class A.pdf |
| KIID Pack - CG AJ Bell Adventurous Class A.pdf |
| KIID Pack - CG AJ Bell Moderately Adventurous Class A.pdf |
| KIID Pack - CG AJ Bell Balanced Class A.pdf |
| KIID Pack - CG AJ Bell Responsible Screened Class A.pdf |
| AJ Bell Funds |
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| AJ Bell Funds Prospectus.pdf |
| Regulatory documents |
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| AJBAML Order Execution Policy 2025 |
| AJ Bell Responsible Screened Growth Fund Sustainability Disclosure 2025 |
| AJ Bell Voting and Stewardship Policy |
| Climate and sustainability disclosure |
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| Climate and sustainability disclosure |