Funds and trackers


Changes to the AJ Bell Favourite funds and Ready-made portfolios

Part of my role as Head of Active Portfolios here at AJ Bell is to ensure that funds on the Favourite fund list are kept...

Wed, 01/04/2020 - 08:57


The market sell-off in context

On Thursday 12 March, the FTSE 100 index fell by over 10% – the largest single-day move since the financial crisis of 1987. It is...

Tue, 17/03/2020 - 13:09


ISA investing in the face of Coronavirus

A third day of gains for the FTSE 100 this week will be welcome relief for investors but the rebound only makes up a small...

Wed, 04/03/2020 - 12:23


AJ Bell funds asset allocation update

Each January, we review the asset allocation of the AJ Bell growth funds. This process sees us assess the expected returns and risks of the...

Tue, 03/03/2020 - 16:57


Beware the (income) trap

The ETF juggernaut continued in 2019, passing through the $6 trillion mark. No active, open-end fund manager appears to be shielded from this growth, with...

Thu, 13/02/2020 - 14:49


Revamped Woodford fund to re-open tomorrow

The new ASI Income Focus fund (previously Woodford Income Focus) reopens tomorrow with investors able to place trades from mid-day today. Read the...

Wed, 12/02/2020 - 12:33


The funds hit hardest by Coronavirus

Ryan Hughes, AJ Bell's Head of Active Portfolios, looks at the worst performing funds from Asia, China, Emerging Markets and Global sectors so far this...

Thu, 06/02/2020 - 16:45


Woodford investors hit with further £10 million in charges

Yesterday evening Link contacted investors with further details on today’s distribution from Neil Woodford’s former Equity Income Fund, detailing the charges being incurred as a...

Thu, 30/01/2020 - 12:02


Link announces Woodford capital distribution

Link has today announced the amount of the first capital distribution investors will receive from the Equity Income fund formerly managed by Neil Woodford. ...

Tue, 28/01/2020 - 13:28


Open-ended vs. Closed-ended funds

Funds are an increasingly popular choice for investors looking to build their portfolio. They offer a simple way to pool capital with other investors, giving...

Fri, 24/01/2020 - 17:10


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