How do I buy an AJ Bell fund?
You can browse and compare the range of AJ Bell funds by visiting the AJ Bell funds page. Once you've chosen the right fund for you, you can invest a lump sum by clicking 'Invest now'.
Each AJ Bell fund is also eligible for our regular investment service, which lets you invest as little as £25 every month.
It's free to buy an AJ Bell fund – you won’t pay our dealing charge. The custody charge (for holding the investment in your account) is the same as for any other fund in your account.
|Funds (including unit trusts, OEICs and structured products)||First £0 - £250,000||0.25%|
|Next £250,000 - £1m||0.10%|
|Next £1m - £2m||0.05%|
|Value over £2m||No charge|
There is also our annual ongoing charge for managing the AJ Bell funds, which is capped at 0.35% for the six growth funds and 1.00% for the two income funds and the Responsible Growth fund. This charge comes directly out of the fund itself and will reduce as the fund grows in size. This is because a larger fund is more affordable to manage – and it's our policy to pass this saving onto you, the investor.