Fund news & updates

15 January 2026

James Flintoft, Head of Investment Solutions, talks to Danni Hewson about market activity over the forth quarter of 2025 and how AJ Bell funds have performed.

14 January 2026

Dan Coatsworth, AJ Bell’s Head of Markets, talks to the Finsbury Growth & Income manager about not selling Diageo as its shares kept falling, and whether AI could be a help or hindrance for Rightmove.

13 January 2026

AJ Bell’s Head of Markets Dan Coatsworth talks to the Finsbury Growth & Income manager about the root cause of underperformance, when an investor should sell, and why he is so patient.

21 November 2025

AJ Bell’s Head of Markets Dan Coatsworth talks the Fundsmith Equity manager about AI, whether he’s concerned about warning signs, and why he believes investors should stick with his fund.

20 November 2025

AJ Bell’s Head of Markets Dan Coatsworth talks the Fundsmith manager about why he’s added the maker of Ray-Ban Meta smart glasses, the world’s largest animal health company, and the return of a business software company to his portfolio.

12 November 2025

Dan Coatsworth, AJ Bell’s Head of Markets, talks to Fundsmith’s Terry Smith about being on the receiving end of an activist investor and proposing major changes to his firm’s small cap fund.

17 October 2025

James Flintoft, Head of Investment Solutions, talks to Danni Hewson about market activity over the third quarter of 2025 and how AJ Bell funds have performed.

24 July 2025

Hear more about the Henderson Far East Income investment process and the themes they are excited about in their region.

15 July 2025

James Flintoft, Head of Investment Solutions, talks to Danni Hewson about market activity over the second quarter of 2025, how AJ Bell funds have performed.

9 July 2025

3i Infrastructure’s CFO, James Dawes discusses the fund’s investment objectives and the investment process. He also gives us a brief breakdown of what’s in the fund and the overall performance since IPO.

9 April 2025

Martin 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

Ken 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

Portfolio 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

Dale 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

Alan 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

Stephen 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

Marcel 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

Charlotte 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

Emily 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

We 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

Desc: 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

Abby 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

Olivia 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

James Flintoft, Head of Investment Solutions at AJ Bell, runs through the changes to the AJ Bell funds' asset allocation.

13 December 2024

Minesh Shah, MD of The Renewables Infrastructure Group, explains the trust's investment strategy and how they differentiate themselves from the wider renewables peer group.