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AJ Bell Funds and MPS performance – Q4 2024

1 year ago
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The impact of politics, performance across global equity markets, and the UK bond market all shared the spotlight as the Investments Team delivered its Q4 2024 analysis.

In this short video, our Head of Financial Analysis, Danni Hewson, is once again joined by Head of Investment Solutions, James Flintoft, to discuss how our Funds and MPS performed overall last quarter, and to explain how our portfolio positioning will change as we look into 2025.

For an even deeper analysis into fixed income, alternatives, and bond market performance over the last quarter, view our market commentary. If you’re looking for a copy of the AJ Bell Funds and MPS performance reports, head on over to The Investment Asset.

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.

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