AJ Bell Funds
Whether you're looking to accumulate wealth with our 'growth' range, or earn a yield from our 'income' options, the AJ Bell Funds are designed to deliver outcome-orientated returns for a range of different client needs.
With no minimum investment, the funds can be held across SIPP, Retirement Investment Account, ISA, JISA, LISA and General Investment Accounts and benefit from our promise to pass back cost savings to investors on the day that we make them.
Benefits of the funds
- A wide range of outcome-orientated fund solutions.
- A low-cost annual management fee of just 0.15%, with the 'growth' range OCF capped at 0.35%.
- Multi-Asset exposure to global bond, equity and property markets.
- Tactical asset allocation undertaken with a long-term focus by an experienced team of professionals.
- Simple, transparent disclosure of portfolios and OCFs.
- All backed by our ongoing commitment to choice, costs and communication.
The value of investments and the income from them can go down as well as up and your client may not get back their original investment.
Our commitment on choice
We believe investors are better served when they can find the solution that is right for them. That’s why we offer a wide range of fund options. With our two 'income' options offering competitive yields and six 'growth' funds managed with risk targets in mind, all of our outcome-orientated solutions are designed so that investors can choose the one that best fits their needs.
If you are unsure whether your client’s needs would be best served by the AJ Bell Funds range or our Managed Portfolio Service, why not take a look at our comparison?AJ Bell Funds or Managed Portfolio Service
Our commitment on costs
Investment management needn't be expensive. But it often is. As a market leader on costs, the fee payable to AJ Bell is just 0.15% p.a. - no matter which solution you choose.
With the costs on our 'growth' range capped at 0.35% p.a. all of the funds benefit from our promise to pass back savings to investors on the day that we make them.Commitment on costs
Our commitment on communication
Before you invest with us, we want you to understand how we’ll take care of your clients investments. Once invested, we promise to keep you informed promptly and speak to you in plain English. Why not take a look at our useful info and see for yourself?View all literature