What are the AJ Bell funds?
AJ Bell has a range of nine funds – six funds which target growth, two which target an income, and one targeting responsible growth.
The six growth funds invest in assets such as shares, bonds, commercial property and cash. Each has a different proportion of these asset types, depending on its level of risk.
The two income funds invest in a broad range of income-generating assets, including bonds and dividend-paying shares. All the AJ Bell funds are designed to be held over the longer term.
The Responsible Growth fund invests in companies with strong environmental, social and governance (ESG) credentials. It is mostly made up of responsible ETFs investing in shares, and a small selection of ETFs investing in bonds.
The funds are managed by the investment team here at AJ Bell. They have extensive experience managing investments, having worked across a range of financial institutions over many years. To keep you up to date with how the funds are doing, they produce quarterly written reports and a quarterly video. For more information, visit the AJ Bell funds page.