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AJ Bell Funds and MPS performance – Q2 2024

1 year ago
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In a short Q&A with Head of Financial Analysis, Danni Hewson, our Head of Investment Solutions, James Flintoft, breaks down the last three months of market activity, and how they impacted the performance of our AJ Bell Funds and MPS ranges.

Key topics covered include:

  • the three key talking points that are being carefully monitored by our Investment Team;
  • how the US equity market’s favourable performance is being echoed by the UK and emerging markets;
  • an update on bond market performance;
  • how the team constructs our portfolios to minimise the influence of politics; and
  • a look at the Q2 investment performance of our various AJ Bell Funds and MPS portfolios.

Get your copy of the latest performance reports via The Investment Asset, or check out our wide range of AJ Bell Funds and Managed Portfolio Service solutions if you’re looking for opportunities to broaden your clients’ investment options and returns.

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

Past performance is not a guide to future performance and some investments need to be held for the long term.

James Flintoft

James Flintoft

Head of Investment Solutions

James has over a decade of experience running MPS and managed accounts for intermediaries. After graduating from Northumbria University with a first class degree in Finance & Investment Management, James joined a regional DFM, where he most recently served as Head of Investments. He joined AJ Bell Investments in 2023 as a Fund Manager. James is a CFA charterholder.

More from James Flintoft

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