AJ Bell Passive funds




Designed to deliver consistent risk outcomes, this range of five multi-asset funds gives you confidence that your clients’ wealth is in safe hands. Furthermore, by focusing on passive investment strategies, it also offers a clear, transparent, low-cost approach to investing that ensures more of your clients’ money is working harder to help achieve their financial goals.

Key benefits:

  • Actively targeting risk to avoid unnecessary surprises
  • Long-term asset allocation approach to filter out short-term noise
  • Diversification through a global multi-asset approach
  • A focus on passive investments, keeping costs low and with the annual charge capped at 0.5% (OCF)*
  • The Funds & Shares Service custody charge will be waived on investments in the funds until January 2019**
  • Managed by an experienced investment team to give you peace of mind

*Full details of the capped annual charge are outlined in the Key Investor Information Document for each fund.

**From January 2019 the custody charge outlined in our charges and rates document will apply as normal.

A focus on risk management

Using market-leading risk profiling tools means we can ensure that each of the funds delivers a defined level of risk, making it as easy as possible for you to select the right solution for your clients.

And by considering risk on a forward-looking basis, we believe our funds can take a more consistent approach over time. So, when a cautious investor puts money into our VT AJ Bell Passive Cautious fund, they know the risk level of that fund should stay broadly in line with their expectations over time. While this may sound intuitive, many funds do not have such a focus on risk management and so their risk levels can change dramatically over time - increasing the chances of a nasty shock.

Long-term thinking

In a world that seems to be increasingly focused on short-term results, we take the view that long-term thinking is critical when it comes to investing. To embed this long-term approach into the heart of these funds, we partnered with renowned economic experts, Moody’s Analytics. In so doing, we have been able to ensure that the funds have a consistent and robust core that complements our own approach to asset allocation.

By combining the skill and expertise of Moody’s long-term economic forecasting with the experience of the investment team at AJ Bell, our funds have been designed to tune out the short-term noise that constantly reverberates around investment markets. Looking ahead on a 10-year basis means we can avoid reacting unnecessarily to short-term events, and so focus on identifying the real drivers of long-term investment returns.

Available now

The AJ Bell Passive funds are available to use with your clients, through their SIPP, ISA and GIA via the Funds & Shares Service. For more details please read our adviser brochure and client brochure. There is no minimum investment amount, and the funds are designed to suit a wide range of client scenarios.


The value of investments can go down as well as up and your client may not get back their original investment.


AJ Bell Passive funds literature


Adviser Brochure Client Brochure AJ Bell Passive Funds Prospectus KIID Packs FM Mapping

MPS 1 Factsheet MPS 3 Factsheet KIID Packs MPS 2 Factsheet User Guide



This is the first quarterly report for the AJ Bell Passive funds that we launched in April 2017. It aims to keep investors up-to-date on the major macro-economic events that affected the funds over the last three months, and also highlights any changes that we made to them during the period.


Questions?

If you're considering using the AJ Bell Passive funds, or just want more information, a member of our Business Development Team will be happy to answer all of your questions. Simply fill out our form.

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