Funds and trackers


Who wants to be an ISA millionaire?

Today’s ISA millionaires have shown a definite preference for investing in individual shares rather than funds, with 83% of their portfolios sitting in stocks, compared...

Fri, 05/03/2021 - 16:42


AJ Bell funds – February 2021 update

The AJ Bell funds are managed by us, for you. We make the day-to-day decisions to keep your money working hard whatever the market...

Wed, 03/03/2021 - 16:25


‘Value’ continues to outperform ‘growth’ as NASDAQ stumbles

The NASDAQ Composite’s second worst daily decline of the year, and its third one-day slide of more than 2%, may be a further sign that...

Tue, 23/02/2021 - 17:19


Five top tips for people accessing their pension during Covid-19

New data published by the Association of British Insurers (ABI) reveals details of how savers have been accessing their retirement pots during lockdown*. The number...

Tue, 24/11/2020 - 08:18


Excluding the sinners, rewarding the winners – how we build our Responsible Growth fund

When choosing which companies to hold in our Responsible Growth fund, we employ two approaches:

1. Exclude companies that operate in certain business...

Wed, 11/11/2020 - 16:07


The Hassle Free way to Go Green

We are all working hard to reduce our carbon footprint to protect the planet for future generations, but making changes can be hard without significantly...

Wed, 04/11/2020 - 12:12


Fundsmith - simply the best?

Fundsmith has been a tremendous success story both in terms of popularity and performance. Terry Smith has become the poster boy for active management...

Fri, 30/10/2020 - 13:45


Fund removed from the AJ Bell Favourite funds list

We’ve removed Man GLG Japan CoreAlpha

What is the AJ Bell Favourite funds list?

The AJ Bell Favourite funds list is designed to lighten your...

Thu, 29/10/2020 - 15:06


First Child Trust Funds come of age – what are the options for those turning 18?

From September 2020, anyone celebrating their 18th birthday could get a bonus birthday present as the first tranche of child trust funds mature. Child Trust...

Thu, 08/10/2020 - 14:11


Woodford investors left hanging until mid to late 2021

The latest update from Link does little to ease the pain for embattled investors stuck in the Woodford Equity Income fund with the news that...

Wed, 30/09/2020 - 17:04


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