AJ Bell Passive funds

AJ Bell Passive funds

Appetite for risk varies.

Appetite for charges doesn't.

Are you confused by all the investment options out there? Wondering where you can put your hard-earned cash? Look no further! The AJ Bell Passive funds have been created just for you.

Our low-cost funds are chosen and managed for you by our team of investment experts and designed to give you access to markets in a single, convenient investment.

Ryan Hughes, Head of Fund Selection introduces the AJ Bell Passive funds
  • Low-cost - our passive funds are very competitively priced: a capped annual charge of 0.5%, no dealing charge for buying the fund and no custody charge for these funds until January 2019. Read more on our charges
  • Choose how much risk is right for you - from ‘cautious’ to ‘adventurous’, there’s a fund to suit your risk appetite
  • Easy, no-hassle investing - once you have considered the amount of risk that you want to take, add the fund to your basket and checkout then sit back safe in the knowledge that AJ Bell is working hard looking after your money

In making the Passive funds available to you, we are not giving you personal advice. Before you invest you need to make sure that you understand all the risks and are comfortable that this investment is right for you. The value could go down as well as up. Make sure you read the factsheet and KIID before investing to understand the full picture.

Choose your fund

Like many things in life, the more risk you take with investing, the higher the potential reward you may get and the higher the chance of losing your money. It is really up to you – do you want a steady ‘cautious’ return or a more of a choppy ‘adventurous’ ride with the potential for higher returns? Explore the scale below to find a risk-level fund that suits you.

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Typically lower rewards

Typically higher rewards

Low risk

High risk

VT AJ Bell Passive Cautious fund

Fund objective

The fund looks to deliver long term capital growth with a high level of exposure to lower risk assets such as cash and fixed income and a low level of exposure to higher risk assets such as equities.

Is this the right fund for me?

Projected fund performance

Likely high, medium and low returns for £10,000 invested in the cautious fund for 20 years.

This chart shows the range of returns we would normally expect the fund to make. Whilst we have been careful in the assumptions used in this forecast, it is only a forecast and cannot be relied on as a true indicator of future performance. Read more about the charts and assumptions made.

Fund charges

We are committed to providing you with a high quality investment at a low, no-nonsense, cost. As with all funds, there are expenses of running the fund e.g. fund management, custody, legal and accountancy to name but a few. These charges are all met out of the fund and the lower these charges are the better your return will be. The industry standard definition used to explain these annual charges is the ongoing charges figure, or OCF. The OCF of the AJ Bell Passive funds is capped at 0.5% pa – very few fund managers agree to cap the OCF as we do although the FCA is continuing to encourage fund managers to follow our lead with lower charges and increased transparency.

We are waiving our dealing charges for the AJ Bell Passive funds and in addition we will waive custody charges on these funds, up until January 2019.

  • Capped OCF of 0.5% pa
  • No custody charge before January 2019
  • No charge to buy this fund

Start investing now – open an account with AJ Bell Youinvest and add this fund to your or set up a regular investment.

VT AJ Bell Passive Moderately Cautious fund

Fund objective

The fund looks to deliver long term capital growth with a preference towards lower risk assets such as cash and fixed income and less emphasis on higher risk assets such as equities.

Is this the right fund for me?

Projected fund performance

Likely high, medium and low returns for £10,000 invested in the moderately cautious fund for 20 years.

This chart shows the range of returns we would normally expect the fund to make. Whilst we have been careful in the assumptions used in this forecast, it is only a forecast and cannot be relied on as a true indicator of future performance. Read more about the charts and assumptions made.

Fund charges

We are committed to providing you with a high quality investment at a low, no-nonsense, cost. As with all funds, there are expenses of running the fund e.g. fund management, custody, legal and accountancy to name but a few. These charges are all met out of the fund and the lower these charges are the better your return will be. The industry standard definition used to explain these annual charges is the ongoing charges figure, or OCF. The OCF of the AJ Bell Passive funds is capped at 0.5% pa – very few fund managers agree to cap the OCF as we do although the FCA is continuing to encourage fund managers to follow our lead with lower charges and increased transparency.

We are waiving our dealing charges for the AJ Bell Passive funds and in addition we will waive custody charges on these funds, up until January 2019.

  • Capped OCF of 0.5% pa
  • No custody charge before January 2019
  • No charge to buy this fund

Start investing now – open an account with AJ Bell Youinvest and add this fund to your or set up a regular investment.

VT AJ Bell Passive Balanced fund

Fund objective

The fund looks to deliver long term capital growth with a balanced approach between lower risk assets such as cash and fixed income and higher risk assets such as equities.

Is this the right fund for me?

Projected fund performance

Likely high, medium and low returns for £10,000 invested in the balanced fund for 20 years.

This chart shows the range of returns we would normally expect the fund to make. Whilst we have been careful in the assumptions used in this forecast, it is only a forecast and cannot be relied on as a true indicator of future performance. Read more about the charts and assumptions made.

Fund charges

We are committed to providing you with a high quality investment at a low, no-nonsense, cost. As with all funds, there are expenses of running the fund e.g. fund management, custody, legal and accountancy to name but a few. These charges are all met out of the fund and the lower these charges are the better your return will be. The industry standard definition used to explain these annual charges is the ongoing charges figure, or OCF. The OCF of the AJ Bell Passive funds is capped at 0.5% pa – very few fund managers agree to cap the OCF as we do although the FCA is continuing to encourage fund managers to follow our lead with lower charges and increased transparency.

We are waiving our dealing charges for the AJ Bell Passive funds and in addition we will waive custody charges on these funds, up until January 2019.

  • Capped OCF of 0.5% pa
  • No custody charge before January 2019
  • No charge to buy this fund

Start investing now – open an account with AJ Bell Youinvest and add this fund to your or set up a regular investment.

VT AJ Bell Passive Moderately Adventurous fund

Fund objective

The fund looks to deliver long term capital growth with a preference towards higher risk assets such as equities and less emphasis on lower risk assets such as cash and fixed income.

Is this the right fund for me?

Projected fund performance

Likely high, medium and low returns for £10,000 invested in the moderately adventurous fund for 20 years.

This chart shows the range of returns we would normally expect the fund to make. Whilst we have been careful in the assumptions used in this forecast, it is only a forecast and cannot be relied on as a true indicator of future performance. Read more about the charts and assumptions made.

Fund charges

We are committed to providing you with a high quality investment at a low, no-nonsense, cost. As with all funds, there are expenses of running the fund e.g. fund management, custody, legal and accountancy to name but a few. These charges are all met out of the fund and the lower these charges are the better your return will be. The industry standard definition used to explain these annual charges is the ongoing charges figure, or OCF. The OCF of the AJ Bell Passive funds is capped at 0.5% pa – very few fund managers agree to cap the OCF as we do although the FCA is continuing to encourage fund managers to follow our lead with lower charges and increased transparency.

We are waiving our dealing charges for the AJ Bell Passive funds and in addition we will waive custody charges on these funds, up until January 2019.

  • Capped OCF of 0.5% pa
  • No custody charge before January 2019
  • No charge to buy this fund

Start investing now – open an account with AJ Bell Youinvest and add this fund to your or set up a regular investment.

VT AJ Bell Passive Adventurous fund

Fund objective

The fund looks to deliver long term capital growth with a high level of exposure to higher risk assets such as equities and a low level of exposure to lower risk assets such as cash and fixed income.

Is this the right fund for me?

Projected fund performance

Likely high, medium and low returns for £10,000 invested in the adventurous fund for 20 years.

This chart shows the range of returns we would normally expect the fund to make. Whilst we have been careful in the assumptions used in this forecast, it is only a forecast and cannot be relied on as a true indicator of future performance. Read more about the charts and assumptions made.

Fund charges

We are committed to providing you with a high quality investment at a low, no-nonsense, cost. As with all funds, there are expenses of running the fund e.g. fund management, custody, legal and accountancy to name but a few. These charges are all met out of the fund and the lower these charges are the better your return will be. The industry standard definition used to explain these annual charges is the ongoing charges figure, or OCF. The OCF of the AJ Bell Passive funds is capped at 0.5% pa – very few fund managers agree to cap the OCF as we do although the FCA is continuing to encourage fund managers to follow our lead with lower charges and increased transparency.

We are waiving our dealing charges for the AJ Bell Passive funds and in addition we will waive custody charges on these funds, up until January 2019.

  • Capped OCF of 0.5% pa
  • No custody charge before January 2019
  • No charge to buy this fund

Start investing now – open an account with AJ Bell Youinvest and add this fund to your or set up a regular investment.

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