Fund factsheet
A summary document prepared by a fund manager that can help you decide whether a fund is right for you.
It typically includes the fund’s investment objective, top 10 holdings, and data about its past performance. You can download the fund factsheet from the fund’s research page on our website.
When researching a fund, it’s also a good idea to read its Key Information Document (KID), which covers the fund’s essential features.
View AJ Bell fundsPopular terms
A simple, low-cost pension where you choose from four AJ Bell fund options.
Money paid in is automatically invested...
The Pension builder fund is AJ Bell’s low-cost standard option, designed to help you invest the money you’ve paid into...
A type of pension that you set up yourself. You control how much you pay in (and when) as well...