INVESTING WITH NO HIDDEN COSTS - FOR YOUR CLIENT OR THE PLANET
AJ Bell Responsible Growth Fund - for clients who care about people and the planet but still aim to make a profit.
Responsible investment is not a new concept, but more clients than ever are now looking to invest in a manner that minimises their impact on the planet and society. On top of that, regulators are moving toward a world where advisers will be mandated to establish clients’ environmental, social and governance preferences ahead of any recommendations. We have built a solution which will help advisers and their clients navigate this changing world.
Focusing on passive investment strategies, the fund is predominately in equities and has an ‘adventurous’ style suited to long-term investors with a higher risk appetite.
- Diversification through a global multi-asset approach, excluding ‘sin’ stocks in favour of the best-performing companies with high ESG credentials.
- Managed by an experienced investment team to give you peace of mind.
- A focus on passive investments, keeping costs low and with the annual charge capped at 1% (OCF).*
*Full details of the capped annual charge are outlined in the Key Investor Information Document for the fund.
The value of investments can go down as well as up and your client may not get back their original investment.
The fund has minimal exposure to companies in the following sectors:
Maximum allowed revenue of company in respective sector: *<0%; **<5%; *** <25%
We insist on complete transparency, so as well as mapping to all the leading risk-profiler tools, we also provide regularly updated factsheets, along with frequent updates on how the money is invested. Visit our AJ Bell Funds page for more information, or contact your local Business Development Consultant, who is available to talk through any questions you may have.
RegionNorth of the River ThamesSouth of the River ThamesSouth East - NorthSouth East - SouthSouth WestSouth WalesBerkshire
RegionMidlandsNorth EastNorth WestNorthumberland - SouthNorthumberland - NorthScotland and Northern Ireland
RegionScotland and Northern Ireland
RegionNorth of the River ThamesSouth East - North
RegionNorth EastNorthumberland - South