AJ Bell fund updates

15 October 2026

How AJ Bell funds performed in the third quarter and what to watch for next

The three months leading up to the end of September were a relatively quiet time for stock markets compared to other quarters earlier in the year, but bonds experienced a much more tumultuous period driven by a selloff in government debt.

This led to muted returns across our lower risk funds but also showed that our focus on diversification was...

1 October 2026

New bond and small cap funds join AJ Bell investment ideas lists

The AJ Bell Favourite funds and Investment trust select lists are aimed at lightening your research load. There are thousands of funds and hundreds of trusts out there – so we’ve narrowed the field by selecting a high-quality shortlist of funds we believe can deliver their objectives over the long term. To make the list, each fund needs to pass our...

9 September 2026

What to know about thematic ETFs before adding them to your portfolio

Thematic ETFs ( exchange-traded funds) have popped up from investment providers left and right in the past few years, launching products that mirror the headlines: a flurry of Defence ETFs after governments announced increased defence spending, and AI ETFs as ChatGPT excitement bubbled. But these products' strengths can just as quickly be their...

27 August 2026

How to know what your all-in-one fund holds

Knowing what you’re buying is crucial when making any investment. Oftentimes the quickest way to find out what your fund is invested in is to scan the top 10 holdings, which for many funds will show you the top companies the fund invests in.

But if you invest in an all-in-one fund, like any of the AJ Bell fund range, this list might look a bit less...

15 July 2026

How AJ Bell funds performed in the second quarter of 2026

Despite a rocky start to the year with the background of the US-Iran War, markets around the globe have been looking up since the end of March, leaving each fund in the AJ Bell range with a positive return over the past three months, as well as year to date.

The performance of each fund in the range varies, as the cautious funds are built for slow...

26 June 2026

AJ Bell Investments: UK political change doesn’t mean market doomsday

Keir Starmer’s resignation has added another layer of political uncertainty for UK investors. But for the AJ Bell Fund range, the investment message is more balanced: UK equities, particularly large caps, still offer attractive valuations, useful diversification and a currency-sensitive earnings profile that can help offset domestic uncertainty.

T...

21 April 2026

How AJ Bell funds performed in the first quarter of the year

Despite 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 funds

There 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 year

Each 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...

13 January 2026

How AJ Bell funds fared in 2025

We 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...

11 December 2025

Why the AJ Bell investment team favours the UK

Investing 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...

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 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...