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.
Fund news & updates
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...
25 July 2024
Star manager down: what happens when a fund manager leaves or retires?While the concept of ‘star managers’ may have lost some momentum in recent years, there are still plenty of funds that have key person risk.
This year alone we've seen two clear examples in the announced departures of Ben Whitmore from the Jupiter UK Special Situations fund and Mike Riddell from the Allianz Strategic Bond fund.
The commonality was...
7 June 2024
Investment Trust - June 2024 updateThe AJ Bell IT Select list is designed to lighten your research load. There are many investment trusts out there – so we’ve narrowed the field by selecting a high-quality 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...
3 June 2024
CC Japan Income & Growth plc (CCJI) - Richard Aston, Portfolio ManagerPortfolio Manager for CC Japan Income & Growth plc (CCJI), Richard Aston gives us an overview of CCJI, the fund's style and performance profile, and why investors should look to Japan.
9 May 2024
abrdn Asia Focus plc - Gabriel Sacks, Investment ManagerGabriel Sacks, Investment Manager for abrdn Asia Focus plc discusses his role, the trust's investment objectives, the investment process and the trust's performance over the last three years.
14 March 2024
The dividend hero investment trusts yielding more than 5%It’s not just cash savers and bond investors who are enjoying income yields above the rate of inflation, so are those buying investment trusts with exceptionally long records of increasing dividends.
Five UK Equity Income trusts are currently yielding above 5%, together providing an average yield of 5.8%. That compares to the best variable Cash ISA...
6 February 2024
Fidelity Special Values plc - Alex Wright, Portfolio ManagerIn this latest video interview, Alex Wright runs through the investment process for the trust, along with how they generate investment ideas and the market conditions they would expect the trust to perform well in.
9 January 2024
Artemis UK Select, Ed Legget, Fund ManagerEd Legget talks through the fund’s investment objectives, their investment process and which market conditions they would expect the fund to perform well in.
24 July 2023
Investment Trust - July 2023 update What is the AJ Bell Investment Trust Select list?The AJ Bell Investment Trust Select list is designed to lighten your research load. There are hundreds of investment trusts out there – so we’ve narrowed the field by selecting a high-quality shortlist of trusts we believe can deliver on their objectives over the long-term. To make the list, each...
7 October 2022
Invesco Asia Trust plc - Fiona Yang, Co-ManagerFiona Yang, Co-Manager at Invesco Asia Trust plc, describes the trust’s investment process and shares examples of how they invest in diversified portfolios in Asian and Australasian companies, how the trust coped with the challenges of covid restrictions and what the outlook for the region is in 2022.
This information is provided by Shares magazine...
22 August 2022
The Monks Investment Trust plcJon Henry, Client Director, The Monks Investment Trust plc, describes the trust’s investment process and how this differentiates from its wider peer group, how ideas are generated, and how it has performed over the last 5 years.
27 July 2021
Trust added to the IT Select list – Securities Trust of ScotlandThe AJ Bell Investment Trust Select list is designed to lighten your research load. There are hundreds of trusts out there – so we’ve narrowed the field by selecting a high-quality 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.
Wha...
24 June 2021
Liontrust IPO puts investment trusts in the ESG spotlightA couple of high profile investment trust launches failed to get off the ground last year, but Liontrust has a few aces up its sleeve. The vaccine roll-out has delivered a significant boost to investor confidence, and Liontrust is launching this trust in the ESG space, where we know there is a lot of demand right now. Liontrust already has a well...
9 April 2021
Best performing funds and investment trusts Q1The first quarter of the year saw a resurgence of some areas of the market which have been badly beaten up by the pandemic, as investors look forward to life beyond covid. A number of funds even UK shopping centres posted a decent quarter of performance, though the REITs Drum and Hammerson are still significantly down on their pre-pandemic levels.
...
9 April 2021
Will 'peak pension freedoms season' return after pandemic-induced withdrawals slump in 2020Until 2020, the beginning of a new tax year has traditionally been peak pension withdrawal season, with UK savers taking advantage of a fresh set of tax allowances to access larger amounts from their retirement pots.
In fact, before the pandemic hit withdrawals in the first three months of the financial year had been between 10% and 33% higher...
