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 first quarter of 2026 and how AJ Bell funds have performed.
AJ Bell fund updates
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 ended the first quarter of the year with a positive return.
Across the past month, we’ve seen the effects of the US-Iran conflict trickle down through the market, most prominently through the rise of energy prices and a shift in interest rate...
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 after the US and Israel attacked Iran. US President Donald Trump has indicated the campaign could last several weeks, but it could extend beyond this timeframe with no ceasefire in sight.
The situation has caused disturbance in markets, and while...
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 environment by tweaking the fund allocations.
Although the fund range will consider many of the same factors, the specifics of the adjustments will be on a fund-to-fund basis, to account for different risk levels. This year’s asset allocation...
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 funds' asset allocation.
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 forth quarter of 2025 and how AJ Bell funds have performed.
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 performed through 2025 and the outlook for 2026. Here’s what he had to say.
How have AJ Bell funds performed?We’ve been very pleased with the performance over the year. It's been a good time for risk assets. Equities (another term for stocks and...
12 January 2026
How AJ Bell funds achieve diversified incomeManaging director of AJ Bell Investments, Ryan Hughes, explains the approach.
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 perception of the UK economy is turbulent, the stock market has told a very different story.
As of 3 December, the FTSE All Share has returned 21% this year, near double the returns from the S&P 500 for UK investors. So, what is going so right for...
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 journey.
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 third quarter of 2025 and how AJ Bell funds have performed.
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 more stable.
We caught up with the Head of Investment Solutions at AJ Bell, James Flintoft, to discuss the key events which impacted financial markets during the period, how AJ Bell funds performed, and what the outlook is looking like as attention...
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 are, why they’re being made, and what they mean for you.
What changes are being made?The full name of the Funds will change from the VT AJ Bell funds to the CG AJ Bell funds. This is to reflect a change in the Authorised Corporate Director (ACD) of...
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 second quarter of 2025, how AJ Bell funds have performed.
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 market fluctuations that allowed some regions to have perform well and others to lag.
We spoke to James Flintoff, Head of Investment Solutions at AJ Bell, to get a picture of the market over the past three months and find out how AJ Bell funds...
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 out to be a strong period for parts of the market.
We caught up with James Flintoft, Head of Investment Solutions at AJ Bell, to discuss the outlook, key events that affected markets, and how the AJ Bell funds performed in the period.
How did markets...
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 to AJ Bell funds.
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 markets. As markets have seen turbulence, we understand you may have questions. Below, the AJ Bell Investment Team address key areas of concern and share how we’re managing the AJ Bell funds during these challenging times.
What is happening in markets...
20 March 2025
The changes we've made to the Favourite funds listWe keep our Favourite funds list under constant review to ensure we have the highest conviction in the funds we’ve selected. Following a recent review, we’ve added the Schroder Asian Alpha Plus fund and removed the Fidelity Asia and Schroder European funds.
In Asia, we’ve chosen to add the Schroder Asian Alpha Plus fund because of its strong...
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 funds' asset allocation.
21 January 2025
The changes we've made to the AJ Bell fundsThe AJ Bell funds are managed by the team at AJ Bell Investments, with one aim: helping you invest. We look after the funds and make the daily decisions to keep your money working hard for you.
That means, from time to time, we’ll make updates to the funds in response to differing market conditions. In this article, we’ll take you through the...
16 January 2025
How did the AJ Bell funds perform in the fourth quarter?Despite starting with significant political and geopolitical challenges, 2024 turned out to be a strong year for equity markets. Meanwhile, bond markets had a more mixed performance. We caught up with James Flintoft, Head of Investment Solutions at AJ Bell, to discuss the outlook, key events that affected markets and how the AJ Bell funds performed...
10 January 2025
How AJ Bell funds performed in the final quarter of 2024 and what’s happened across the wider marketsJames Flintoft talks to Danni Hewson about market activity and whether there have been any changes to AJ Bell funds.
14 November 2024
AJ Bell reduces charges on multi-asset income rangeAJ Bell has reduced the ongoing charges for its multi-asset income funds, the VT AJ Bell Income Fund and VT AJ Bell Income & Growth Fund. The annual charges, previously 0.65%, have been cut by 15 basis points to 0.50%, effective as of 1 November this year.
The funds have demonstrated strong performance since their launch in March 2019, with the VT...
14 October 2024
How AJ Bell funds performed in the third quarter of 2024 and what’s happened across the wider marketsJames Flintoft talks to Danni Hewson about market activity and whether there have been any changes to AJ Bell funds.
