22 April 2025
The changes we’ve made to the Favourite fund list - 22 April 2025We’re always reviewing our Favourite funds list to make sure we’re confident in our picks, and ready to make changes if needed. Following a recent review, we’ve made a couple of updates – adding the Rathbone Ethical Bond fund and removing the CT Responsible Sterling Corporate Bond fund.
We’ve added the Rathbone Ethical Bond fund as we think it’s a...
9 April 2025
Investing in the US: Bellevue Healthcare Trust, Paul Major, Portfolio managerMartin Gamble, Shares Education Editor, chats to Paul Major from Bellevue Asset Management about the impact of US political changes on the healthcare industry. They also discuss the investment strategies of the Bellevue Healthcare Trust and their focus on innovative companies.
14 March 2025
WS Gresham House UK Smaller Companies Fund - Ken Wotton, Lead managerKen Wotton discusses the WS Gresham House UK Smaller Companies Fund, his career journey and current role at Gresham House. He highlights the challenges faced during the global financial crisis and Covid, and explains the investment approach focusing on fundamentals and high conviction.
5 March 2025
Smithson Investment Trust – Simon Barnard, Portfolio ManagerPortfolio Manager for Smithson Investment Trust, Simon Barnard talks us through the trust’s investment objectives, their investment process, new discoveries and more.
00:11 – Simon’s background and role
00:25 – What are the trust’s investment objectives?
01:15 – Investment process and how an idea is generated
02:50 – Any new exciting...
4 March 2025
Fidelity China Special Situations PLC - Dale Nicholls, Portfolio ManagerDale Nicholls, Portfolio Manager for Fidelity China Special Situations discusses the trust's long term investment performance, how they generate ideas for the portfolio and the investment case for Chinese equities.
25 February 2025
Patria Private Equity Trust plc - Alan Gauld, Senior Investment DirectorAlan Gauld, Senior Investment Director discusses the Patria Private Equity Trust, changes in the management and highlights its performance in 2024. It covers improvements in cash flows, increased debt facility, and portfolio growth.
21 February 2025
Blue Whale Growth Fund - Stephen Yiu, Chief Investment OfficerStephen Yiu discusses his career journey along with the investment strategies and the performance of the Blue Whale Growth Fund. He emphasises the importance of evolving with the market and conducting detailed in-house research.
18 February 2025
Fidelity European Trust, Marcel Stötzel, Portfolio ManagerMarcel Stötzel runs through the trust's investment goals and details how they generate ideas for inclusion in the Fidelity European Trust. He also highlights the how the trust typically performs in different market conditions.
7 February 2025
Pantheon International Ord - Charlotte Morris, Co-Lead Manager for Pantheon InternationalCharlotte Morris discusses the global private equity investments of Pantheon International, highlighting its focus on niche growth sectors and long-term capital growth.
6 February 2025
JPMorgan Emerging Markets Investment Trust - Emily Whiting, Investment SpecialistEmily Whiting discusses the strategy of the JP Morgan Emerging Markets Investment Trust, focusing on long-term investments in high-quality businesses across diverse emerging markets. She also highlights the importance of local knowledge and their large team of analysts.
5 February 2025
Artemis US Smaller Companies - Cormac Weldon, Fund ManagerWe caught up with Cormac Weldon at the end of 2024, to discuss the investment strategy of Artemis US Smaller Companies, which focuses on US companies with market capitalisations under $10 billion.
4 February 2025
Fidelity European Trust - Marcel Stötzel, Portfolio ManagerDesc: Marcel Stötzel discusses the trusts' investment strategy, which is focused on companies with consistent dividend growth and leveraging the large research teams at Fidelity.
3 February 2025
abrdn UK Smaller Companies Growth Trust - Abby Glennie, Co-ManagerAbby Glennie, discusses the investment process and performance of the abrdn UK Smaller Companies Growth Trust. She also highlights what sectors and geographies the trust is invested in.
31 January 2025
BlackRock World Mining - Olivia Markham, Co-ManagerOlivia Markham discusses the investment strategy and objectives of the BlackRock World Mining Trust, focusing on diversified exposure to the metals and mining sector worldwide.
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.
20 January 2025
AJ Bell Favourite Funds list updateThe 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 that we believe can deliver on their objectives over the long term. To make the list, each fund needs to pass our robust, independent selection process.
What have we...
10 January 2025
AJ Bell Investment Trust Select list updateThe AJ Bell IT Select list is designed to lighten your research load. There are many trusts out there – so we’ve narrowed the field by selecting a shortlist of trusts we believe can deliver their objectives over the long term. To make the list, each trust needs to pass our robust, independent selection process.
What have we changed?We keep our IT...
10 January 2025
Retail investors urged to decide on the future of seven investment trustsInvestors have an important say in the future of seven investment trusts being targeted by hedge fund Saba Capital. These are Baillie Gifford US Growth, CQS Natural Resources Growth & Income, Edinburgh Worldwide, European Smaller Companies, Henderson Opportunities, Herald Investment Trust and Keystone Positive Change.
Saba’s proposals have been put...
13 December 2024
The Renewables Infrastructure Group (TRIG) - Minesh Shah, Managing DirectorMinesh Shah, MD of The Renewables Infrastructure Group, explains the trust's investment strategy and how they differentiate themselves from the wider renewables peer group.
16 October 2024
Favourite funds update - 16 October 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...
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.
9 October 2024
TR Property Investment Trust - Marcus Phayre-Mudge, Fund ManagerTR Property Investment Trust's Fund Manager, Marcus Phayre-Mudge talks us through the fund's investment objectives, how it differentiates from the wider peer group, its performance in the last 5 years, and more.
24 September 2024
RIT Capital Partners: New investment management boss outlines her plan to revive the investment trust's fortunesMaggie Fanari talks to Dan Coatsworth about changes to the trust and where she is seeing the best opportunities.
22 August 2024
The UK investment trusts yielding more than 4.5% (and growing dividends)The Bank of England has made its first cut to interest rates for more than four years, which has a direct impact on the income savers will receive on cash. And the lower-than-expected jump in UK inflation reported on 14 August only boosted market expectations that the Bank of England could deliver another rate cut next month.
As the rate...
25 July 2024
Just a third of active fund managers outperform passivesAJ Bell’s latest Manager versus Machine report paints an alarming picture for active managers, who are struggling to beat tracker funds on performance, and are losing hands down when it comes to attracting investors’ money.
The report looks at the performance of active funds across seven equity sectors and compares them to the average passive fund...
