22 January 2026
How AJ Bell funds are shifting their asset allocation this yearEach year, the AJ Bell investment team reviews their fund range and prepares for the changing market...
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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 AJ Bell Investments team – letting you see what we’ve changed, and why we changed it.
Like any investment, AJ Bell funds can rise and fall in value, and while funds typically outperform cash savings over the long term, you could get back less than you invested. They’re not personal recommendations, so please make sure you read the fund factsheet and KIID before deciding if it's right for you.
| Title | Date |
|---|---|
| Cautious Fund | 31/12/2025 |
| Moderately Cautious Fund | 31/12/2025 |
| Balanced Fund | 31/12/2025 |
| Moderately Adventurous Fund | 31/12/2025 |
| Adventurous Fund | 31/12/2025 |
| Global Growth Fund | 31/12/2025 |
| Responsible Screened Growth fund | 31/12/2025 |
| Income Fund | 31/12/2025 |
| Income and Growth Fund | 31/12/2025 |
| Title | Date |
|---|---|
| Cautious Fund | 30/09/2025 |
| Moderately Cautious Fund | 30/09/2025 |
| Balanced Fund | 30/09/2025 |
| Moderately Adventurous Fund | 30/09/2025 |
| Adventurous Fund | 30/09/2025 |
| Global Growth Fund | 30/09/2025 |
| Responsible Screened Growth fund | 30/09/2025 |
| Income Fund | 30/09/2025 |
| Income and Growth Fund | 30/09/2025 |
| Title | Date |
|---|---|
| Cautious Fund | 30/06/2025 |
| Moderately Cautious Fund | 03/06/2025 |
| Balanced Fund | 30/06/2025 |
| Moderately Adventurous Fund | 30/06/2025 |
| Adventurous Fund | 30/06/2025 |
| Global Growth Fund | 30/06/2025 |
| Responsible Screened Growth fund | 30/06/2025 |
| Income Fund | 30/06/2025 |
| Income and Growth Fund | 30/06/2025 |
| Title | Date |
|---|---|
| Cautious Fund | 31/03/2025 |
| Moderately Cautious Fund | 31/03/2025 |
| Balanced Fund | 31/03/2025 |
| Moderately Adventurous Fund | 31/03/2025 |
| Adventurous Fund | 31/03/2025 |
| Global Growth Fund | 31/03/2025 |
| Responsible Screened Growth fund | 31/03/2025 |
| Income Fund | 31/03/2025 |
| Income and Growth Fund | 31/03/2025 |
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22 January 2026
How AJ Bell funds are shifting their asset allocation this yearEach year, the AJ Bell investment team reviews their fund range and prepares for the changing market...
13 January 2026
How AJ Bell funds fared in 2025We spoke with Head of Investment, James Flintoft, to discuss how market and the AJ Bell fund range...
11 December 2025
Why the AJ Bell investment team favours the UKInvesting in the UK when the economic environment feels weak might feel counterintuitive. While the...
16 October 2025
How did the AJ Bell funds perform in the third quarter of 2025?After a start to the year dominated by significant geopolitical turbulence, the third quarter was...
16 September 2025
What changes are being made to the AJ Bell funds?From 17 November 2025, AJ Bell funds will be undergoing some changes. We cover what these changes...
15 July 2025
How did AJ Bell funds perform in the second quarter of 2025?The second quarter of 2025 kept investors on their toes with uncertainty around tariff policies and...
22 April 2025
How did the AJ Bell funds perform in the first quarter of 2025?Despite starting with significant political and geopolitical challenges, the first quarter turned...
10 April 2025
How the AJ Bell funds are reacting to Trump tariffsThe past week has seen new tariffs from the US that are causing significant volatility in global...
22 January 2026
AJ Bell funds - Strategic asset allocation 2026 | Q&AJames Flintoft, Head of Investment Solutions at AJ Bell, runs through the changes to the AJ Bell...
15 January 2026
How the AJ Bell funds performed in the forth quarter of 2025James Flintoft, Head of Investment Solutions, talks to Danni Hewson about market activity over the...
12 January 2026
How AJ Bell funds achieve diversified incomeManaging director of AJ Bell Investments, Ryan Hughes, explains the approach.
28 November 2025
Want to know more about AJ Bell funds? Watch this video nowRyan Hughes, Managing Director of AJ Bell Investments, on helping people with their investment...
17 October 2025
How the AJ Bell funds performed in the third quarter of 2025James Flintoft, Head of Investment Solutions, talks to Danni Hewson about market activity over the...
15 July 2025
How the AJ Bell funds performed in the second quarter of 2025James Flintoft, Head of Investment Solutions, talks to Danni Hewson about market activity over the...
15 April 2025
How AJ Bell funds performed in the first quarter of 2025 and what’s happened across the wider marketsJames Flintoft talks to Danni Hewson about market activity and whether there have been any changes...
21 January 2025
AJ Bell funds - Strategic asset allocation 2025 | Q&AJames Flintoft, Head of Investment Solutions at AJ Bell, runs through the changes to the AJ Bell...
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