AJ Bell funds
- news and updatesImportant 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.
-
Latest AJ Bell funds news
-
Excluding the sinners, rewarding the winners – how we build our Responsible Growth fund
Wed, 11/11/2020 - 16:07 -
The Hassle Free way to Go Green
Wed, 04/11/2020 - 12:12 -
AJ Bell funds – announcing our first ‘Assessment of Value’ report
Thu, 06/08/2020 - 14:54 -
AJ Bell funds – update to property holding
Thu, 23/07/2020 - 11:24 - More Investment articles
-
Latest AJ Bell funds videos
-
AJ Bell funds Quarterly update — January 2021
Fri, 15/01/2021 - 13:29 -
AJ Bell Responsible Growth Fund
Wed, 18/11/2020 - 12:22 -
AJ Bell funds Quarterly update - October 2020
Fri, 23/10/2020 - 12:48 -
AJ Bell funds Quarterly update - July 2020
Fri, 24/07/2020 - 10:48 - More Investment videos
AJ Bell funds reports
-
Q4 2020 reports
-
Q3 2020 reports
-
Q2 2020 reports
-
Q1 2020 reports
-
Q4 2019 reports
-
Assessment of value reports