15 October 2026
How AJ Bell funds performed in the third quarter and what to watch for nextThe three months leading up to the end of September were a relatively quiet time for stock markets...
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/Product summary before deciding if it's right for you.
| Title | Date |
|---|---|
| Cautious Fund | 30/09/2026 |
| Moderately Cautious Fund | 30/09/2026 |
| Balanced Fund | 30/09/2026 |
| Moderately Adventurous Fund | 30/09/2026 |
| Adventurous Fund | 30/09/2026 |
| Global Growth Fund | 30/09/2026 |
| Responsible Screened Growth fund | 30/09/2026 |
| Income Fund | 30/09/2026 |
| Income and Growth Fund | 30/09/2026 |
| Title | Date |
|---|---|
| Cautious Fund | 30/06/2026 |
| Moderately Cautious Fund | 30/06/2026 |
| Balanced Fund | 30/06/2026 |
| Moderately Adventurous Fund | 30/06/2026 |
| Adventurous Fund | 30/06/2026 |
| Global Growth Fund | 30/06/2026 |
| Responsible Screened Growth fund | 30/06/2026 |
| Income Fund | 30/06/2026 |
| Income and Growth Fund | 30/06/2026 |
| Title | Date |
|---|---|
| Cautious Fund | 31/03/2026 |
| Moderately Cautious Fund | 31/03/2026 |
| Balanced Fund | 31/03/2026 |
| Moderately Adventurous Fund | 31/03/2026 |
| Adventurous Fund | 31/03/2026 |
| Global Growth Fund | 31/03/2026 |
| Responsible Screened Growth fund | 31/03/2026 |
| Income Fund | 31/03/2026 |
| Income and Growth Fund | 31/03/2026 |
| 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 |
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15 October 2026
How AJ Bell funds performed in the third quarter and what to watch for nextThe three months leading up to the end of September were a relatively quiet time for stock markets...
1 October 2026
New bond and small cap funds join AJ Bell investment ideas listsThe AJ Bell Favourite funds and Investment trust select lists are aimed at lightening your research...
9 September 2026
What to know about thematic ETFs before adding them to your portfolioThematic ETFs ( exchange-traded funds) have popped up from investment providers left and right in...
27 August 2026
How to know what your all-in-one fund holdsKnowing what you’re buying is crucial when making any investment. Oftentimes the quickest way to...
15 July 2026
How AJ Bell funds performed in the second quarter of 2026Despite a rocky start to the year with the background of the US-Iran War, markets around the globe...
26 June 2026
AJ Bell Investments: UK political change doesn’t mean market doomsdayKeir Starmer’s resignation has added another layer of political uncertainty for UK investors. But...
21 April 2026
How AJ Bell funds performed in the first quarter of the yearDespite a rocky March for markets due to the war in Iran, six of the nine funds in the AJ Bell range...
6 March 2026
The Iran conflict: what it means for AJ Bell fundsThere have been big moves across the price of shares, funds, bonds, oil and more over the past week...
20 October 2026
How the AJ Bell funds have performed in the third quarter of 2026James Flintoft, Head of Investment Solutions, talks to Paul Angell about market activity over the...
16 July 2026
How the AJ Bell funds have performed in the second quarter of 2026James Flintoft, Head of Investment Solutions, talks to Richard Slattery-Vickers about market...
21 April 2026
How the AJ Bell funds performed in the first quarter of 2026James Flintoft, Head of Investment Solutions, talks to Danni Hewson about market activity over the...
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 nowJoin Ryan Hughes, Managing Director of AJ Bell Investments as he talks through helping people with...
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...
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