Funds and trackers


How to choose an investment trust?

Russ Mould, AJ Bell Investment Director, runs through a 10 point checklist to consider when researching investment trusts for your portfolio.

Funds and trackers | Fri, 17/01/2020 - 11:14

AJ Bell Funds Quarterly report - January 2020

Terry McGivern, AJ Bell Fund Manager, speaks to AJ Bell's Personal Finance Analyst, Laura Suter, about the performance and changes to the AJ Bell Funds in the last quarter, and looks ahead to 2020.

Funds and trackers | Fri, 10/01/2020 - 10:08

Fundamentals - Schroder European

This week Ryan Hughes, Head of Active Portfolios at AJ Bell, looks at Schroder European fund.

These videos examine a fund from the AJ Bell Favourite...

Funds and trackers | Wed, 08/01/2020 - 15:54

Lucy Haddow, Client Service Manager at Baillie Gifford Managed Fund

Lucy Haddow, Client Service Manager at Baillie Gifford Managed Fund discusses the fund's objective and investment process, how it has performed and breaks down the fund's costs.

This information is provided by Shares magazine which is published...

Funds and trackers | Fri, 27/12/2019 - 15:35

Fundamentals - Man GLG Japan Core Alpha Acc

This week Simon Molica, a Fund Manager at AJ Bell, looks at Man GLG Japan Core Alpha Acc.

These videos examine a fund from the AJ Bell Favourite funds list, and explain why they are one of our Favourite...

Funds and trackers | Mon, 23/12/2019 - 14:58

A look ahead to 2020 seminar - Craig Baker

Craig Baker, Global Chief Investment Officer of Willis Towers Watson and Chair of Alliance Trust Investment Committee, presents on 'Seeking to increase long-term returns while reducing the risk of underperformance' at our 'A look ahead to 2020' investor evening.

Funds and trackers | Mon, 16/12/2019 - 16:10

A look ahead to 2020 seminar - Paul Niven

Paul Niven, Fund Manager at F&C Investment Trust, presents on 'Where do the opportunities lie in global markets for 2020?' at our 'A look ahead to 2020' investor evening.

Funds and trackers | Thu, 12/12/2019 - 10:59

Alastair Mundy, Manager of the Investec UK Special Situations fund

Laura Suter, Personal Finance Analyst at AJ Bell, asks Alastair Mundy, Manager of the Investec UK Special Situations fund, what value investing is, the impact Boris Johnson’s current Brexit deal might have on markets and value investing, his thoughts about the threat of a global recession, and...

Funds and trackers | Thu, 05/12/2019 - 17:35

Edward Bonham Carter, Vice Chairman at Jupiter Asset Management

Laura Suter, Personal Finance Analyst at AJ Bell, asks Edward Bonham-Carter, Vice Chairman at Jupiter Asset Management, about what the upcoming general election will mean for markets, what Jupiter are doing in terms of ethical investing, what he thinks fund managers can do to restore trust in...

Funds and trackers | Thu, 05/12/2019 - 17:34

Mike Riddell, Fund manager at Allianz Global Investors

Laura Suter, Personal Finance Analyst at AJ Bell, asks Mike Riddell, Fund manager at Allianz Global Investors and Manager of the Allianz Strategic Bond fund about the threat of a global recession, potential market reactions following the upcoming general election, his tips for first-time...

Funds and trackers | Thu, 05/12/2019 - 17:33

Peter Meany, Head of Global Listed Infrastructure at First State Global Listed Infrastructure fund

Peter Meany, Head of Global Listed Infrastructure at First State Global Listed Infrastructure fund discusses the fund's investment process, how it has performed over the last 1, 3 and 5 year period, and some of the long term structural drivers for the...

Funds and trackers | Thu, 21/11/2019 - 14:48

Fundamentals - Fidelity Asia

This week Ryan Hughes, Head of Active Portfolios at AJ Bell, looks at Fidelity Asia fund.

These videos examine a fund from the AJ Bell Favourite funds...

Funds and trackers | Wed, 20/11/2019 - 16:43

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