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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.

 

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Key features

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.

RGF Adviser guide

Adviser guide


RGF Adviser FAQs

Adviser FAQs


RGF Client guide

Client guide


The fund has minimal exposure to companies in the following sectors:

Controversial weapons*
Military Defense**
Nuclear Energy**
Coal Involvement***
Tobacco**
Adult Entertainment**
Gambling**

Maximum allowed revenue of company in respective sector: *<0%; **<5%; *** <25%

Clear advantage

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.

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    Alison Mollard

    Alison Mollard


    Region
    North of the River Thames
    South of the River Thames
    South East - North
    South East - South
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    Andy Witter

    Andy Witter


    Region
    North West
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    Arnie Millington

    Arnie Millington


    Region
    South of the River Thames
    South East - South
    East Berkshire
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    Colin Cunningham

    Colin Cunningham


    Region
    Northumberland - North
    Scotland and Northern Ireland
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    James Bell

    James Bell


    Region
    South West
    South Wales
    West Berkshire
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    Marcus Paradiuk

    Marcus Paradiuk


    Region
    North of the River Thames
    South East - North
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    Matt Jonas

    Matthew Jonas


    Region
    North East
    Northumberland - South
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    Mike Parker

    Mike Parker


    Region
    Midlands

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