Funds and trackers

Sustainable investment trends - performance, flows and greenwashing

There’s no doubting the strength of the sustainable investment tide, as last year responsible funds accounted for around a third of overall industry sales. This...

Mon, 11/10/2021 - 12:52

AJ Bell funds – assessment of value report 2021

Last year, the Financial Conduct Authority (FCA) asked investment firms to publish an annual assessment of the value that their funds offer to customers....

Thu, 26/08/2021 - 11:19

Income vs. accumulation units

Your choice of share class could affect your overall return.

Most open-ended investment companies (OEICs) and unit trusts are available in both income and accumulation...

Thu, 15/07/2021 - 13:33

AJ Bell Global Growth fund – 3 Year Anniversary

‘Buying the portfolio of the future, today’. That’s how we described an investment in the Global Growth fund, back when we launched it in June...

Fri, 09/07/2021 - 12:41

Fund added to the AJ Bell Favourite funds list – Lightman European fund

What is the AJ Bell Favourite funds list?

The AJ Bell Favourite funds list is designed to lighten your research load. There are thousands...

Thu, 17/06/2021 - 14:27

Best performing funds and investment trusts Q1

The first quarter of the year saw a resurgence of some areas of the market which have been badly beaten up by the pandemic, as...

Fri, 09/04/2021 - 13:57

The most popular investments in Last Minute ISAs

Baillie Gifford may be losing James Anderson, but they have won ISA season. They dominate the leader board when it comes to both...

Thu, 08/04/2021 - 16:29

How to keep a lid on ISA charges

Investing in an ISA has never been easier, or cheaper, but it still pays for investors to keep a lid on costs wherever they...

Mon, 29/03/2021 - 15:54

Lockdown cash could deliver a £24,235 Junior ISA boost

Taken together, the ISA allowances have never been as generous as they are this year, thanks to the Junior ISA allowance more than doubling...

Wed, 24/03/2021 - 14:28

Five fund ideas for this year’s ISA allowance

With just three weeks to go until the 5 April deadline for this year’s ISA subscriptions, we take a look at three funds for different...

Mon, 22/03/2021 - 17:19