AJ Bell funds
 - news and updates

Important information The value of your investments can go down as well as up and you may get back less than you originally invested. We don't offer advice, so it's important you understand the risks, if you're unsure please consult a suitably qualified financial adviser. Tax treatment depends on your individual circumstances and rules may change. Past performance is not a guide to future performance and some investments need to be held for the long term.

The AJ Bell funds are managed by us, for you. To keep your investment working hard, we make changes to our funds as and when we think market conditions merit it.

On this page you’ll find all quarterly reports and videos for the AJ Bell funds, so you can stay up to date. You’ll also find news articles written by the team – letting you see what we’ve changed, and why we changed it.

When you choose an AJ Bell fund, you're tapping into the expertise of the AJ Bell Investments team, who've more than 60 years' combined experience.

AJ Bell funds reports

View older reports

  • Assessment of value reports
    Title Date
    AJ Bell funds - Assessment of value report 2020 02/04/2020 Download report PDF
AJ Bell funds

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