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...
9 July 2021
AJ Bell Global Growth fund – 3 Year Anniversary‘Buying the portfolio of the future, today’. That’s how we described an investment in the Global Growth fund, back when we launched it in June 2018. The fund focuses on future-facing sectors such as technology – including cutting-edge companies in areas such as artificial intelligence and robotics – as well as alternative energy and emerging...
3 March 2021
AJ Bell funds – February 2021 updateThe AJ Bell funds are managed by us, for you. We make the day-to-day decisions to keep your money working hard whatever the market conditions.
As you'll know, the last twelve months have been a turbulent time. To make sure the AJ Bell funds reflect the changed market landscape in 2021, we’ve updated the asset allocation of each fund as well as...
11 November 2020
Excluding the sinners, rewarding the winners – how we build our Responsible Growth fundWhen choosing which companies to hold in our Responsible Growth fund, we employ two approaches:
1. Exclude companies that operate in certain business areas, are deemed to not meet minimum standards on human rights, anti-corruption, employment rights and the environment, or have been involved in serious controversies.
2. Reward companies that...
4 November 2020
The Hassle Free way to Go GreenWe are all working hard to reduce our carbon footprint to protect the planet for future generations, but making changes can be hard without significantly altering our lifestyles – it is hard to give up your car, or stop exploring the world.
Instead many of us focus on making smaller changes in our lives to make a difference – we may choose to...
6 August 2020
AJ Bell funds – announcing our first ‘Assessment of Value’ reportIn recent years, the FCA have launched a number of initiatives to make investments more transparent and easier for customers to compare.
One such initiative is an ‘Assessment of Value’ report. Written by fund managers, this annual report outlines how the fund has produced value for customers.
There is no defined template for this report, so...
23 July 2020
AJ Bell funds – update to property holdingHere at AJ Bell Investments, we want our range of AJ Bell funds to offer a multi-asset approach to investing. That’s why we have kept property part of their asset allocation, despite periods of underperformance. Property offers something different within our funds, which are otherwise largely made up of bonds and shares.
Asset Class Index 5 Year...