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.
AJ Bell fund updates
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.
11 October 2024
How did the AJ Bell funds perform in the third quarter?The big themes of the past three months included interest rate changes, turbulence in the summer and political events. Despite some volatility, particularly in Japan and the US, the AJ Bell funds performed well, with strong returns from bond markets and Asian emerging markets. We caught up with James Flintoft, Head of Investment Solutions at AJ...
27 September 2024
Favourite funds update - 27 September 2024The AJ Bell Favourite funds list is designed to lighten your research load. There are thousands of funds 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 robust, independent selection process.
What have we...
16 August 2024
Favourite funds update - 16 August 2024The AJ Bell Favourite funds list is designed to lighten your research load. There are thousands of funds 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 robust, independent selection process.
What have we...
2 August 2024
Favourite funds update - August 2024The AJ Bell Favourite funds list is designed to lighten your research load. There are thousands of funds 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 robust, independent selection process.
What have we...
16 July 2024
How did the AJ Bell funds perform in the second quarter?The second quarter of this year saw the majority of markets rise across the globe, but how did different markets perform and how did the AJ Bell funds react to those market changes? 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...
16 July 2024
How AJ Bell funds performed in the second quarter of 2024 and a look at key market changesJames Flintoft, Head of Investment Solutions, talks to Danni Hewson about market activity over the second quarter of 2024, how AJ Bell funds have performed and what the rest of the year might have in store.
4 July 2024
AJ Bell fundsRyan Hughes, Investments Director at AJ Bell, discusses the AJ Bell funds: an easy, affordable and clear way for you to get started investing.
9 May 2024
Favourite funds update - May 2024The AJ Bell Favourite funds list is designed to lighten your research load. There are thousands of funds 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 robust, independent selection process.
What have we...
24 April 2024
How AJ Bell funds performed in the first quarter of 2024 and what’s happened across the wider marketsJames Flintoft, Head of Investments Solutions, talks to Danni Hewson about market activity and whether there have been any changes to AJ Bell funds.
18 April 2024
Favourite funds update - April 2024The AJ Bell Favourite funds list is designed to lighten your research load. There are thousands of funds 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 robust, independent selection process.
What have we...
28 March 2024
Favourite funds update - March 2024The AJ Bell Favourite funds list is designed to lighten your research load. There are thousands of funds 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 robust, independent selection process.
What have we...
25 March 2024
Last-minute picks: Eight trusts and funds for ISAsAs we continue to creep closer to 6 April, and with ISA season well under way, many people will be considering their investment choices and reviewing what’s in their portfolios before the start of the new financial year. We take a look at eight investment trusts and funds for investors to consider, with different risk levels covering bonds, global...
30 January 2024
AJ Bell funds - Q4 2023 updateRyan Hughes, Investments Director, runs through the key market drivers in the fourth quarter of 2023, along with a performance overview of the AJ Bell funds.
18 January 2024
AJ Bell funds - Strategic asset allocation 2024 | Q&ARyan Hughes, Investments Director at AJ Bell, discusses the performance of markets in 2023 and runs through the changes to the AJ Bell funds' asset allocation.
18 January 2024
AJ Bell funds rebalancingThe 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...
3 November 2023
AJ Bell funds - Q3 2023 updateIn our latest video from the AJ Bell investments team, James Flintoff, discusses the developments in bond and stock markets, along with the performance of the AJ Bell funds.
24 July 2023
Favourite funds update - July 2023 What is the AJ Bell Favourite funds list?The AJ Bell Favourite funds list is designed to lighten your research load. There are thousands of funds 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 robust...
3 November 2022
Favourite funds update - November 2022What is the AJ Bell Favourite funds list?
The AJ Bell Favourite funds list is designed to lighten your research load. There are thousands of funds 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 robust...
20 May 2022
Passive Favourite fund updates - May 2022 What is the AJ Bell Favourite funds list?The AJ Bell Favourite funds list is designed to lighten your research load. There are thousands of funds out there – we’ve narrowed the field by selecting a shortlist of funds we believe can deliver their objectives over the long term. To make the list, each fund needs to pass our robust, independent...
22 February 2022
Passive Favourite fund updates What is the AJ Bell Favourite funds list?The AJ Bell Favourite funds list is designed to lighten your research load. There are thousands of funds 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 robust...
17 February 2022
AJ Bell funds updateThe 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...
26 August 2021
AJ Bell funds – assessment of value report 2021Last year, the Financial Conduct Authority (FCA) asked investment firms to publish an annual assessment of the value that their funds offer to customers. We are strong supporters of this initiative, and are pleased to present to you our assessment of value report for 2021.
This is our second report for the AJ Bell funds, covering the period from 1...
