The Investment Asset
Your central hub for market insights, fund performance and strategic updates. Explore the latest analysis, literature, and events.
Funds and MPS portfolios, trusted by advisers
AJ Bell Investments provides straightforward investment solutions that take much of that admin burden away and help you focus on client outcomes.
Our Funds and MPS portfolios are low cost, fully transparent and simple to implement, giving you confidence and clarity when discussing performance with clients.
Each portfolio range is managed by our experienced team, who have strong research expertise and a disciplined long‑term approach. Use the links below to explore the portfolios, followed by our latest performance materials.
AJ Bell Funds
Our managed, low-cost, multi-asset funds range is designed to suit a broad spectrum of risk appetites.
Managed Portfolio Service
A diverse range of outcome-orientated portfolio solutions, available in Active, Passive or our blended 'Pactive' format.
AJ Bell Funds
The latest reports from Q1 2026 are available for you to download:
For more information on our solutions - including adviser guides, client guides and FAQs - view our full range of literature, or speak to our team
Managed Portfolio Service
The latest reports from Q1 2026 are available for you to download:
- PASSIVE MPS
- PASSIVE INCOME MPS
- MONEY MARKET MPS
- ACTIVE MPS
- ACTIVE INCOME MPS
- PACTIVE MPS
- RESPONSIBLE MPS
For more information on our solutions - including adviser guides, client guides and FAQs - view our full range of literature, or speak to our team
More on this quarter’s performance
NEW
Guiding clients through market disruption
Rising geopolitical risk pushed oil prices higher, reshaping returns across bonds and equities.
Our Head of Investment Solutions, James Flintoft, highlights what changed and how advisers can reassure their clients.
NEW
Simplify Q1 market performance
In this short Q&A, we investigate the key shifts that shaped the last quarter, including how conflict in Iran affected global markets, and what this meant for portfolio performance.
Keep pace with a changing landscape
Portfolio positioning, our latest thinking on markets, and recent developments across our solutions.
Iran conflict: how portfolios are positioned
Our Head of Investment Solutions, James Flintoft, shares a concise update on how our Funds and MPS portfolios are positioned in relation to the conflict, and what matters most from an investment perspective.
The article covers:
- The potential impact on oil prices, inflation and interest rates.
- How portfolios are positioned across equities and bonds.
- How advisers can support calm, consistent client conversations.
Celebrate the expanded AJ Bell MPS range
With cash returns under pressure, many advisers are looking for a simple, tax‑efficient way to help clients make better use of cash deposits.
Our AJ Bell Gilt MPS range has expanded, with three new portfolios extending maturities out to 2032 – giving you more flexibility to match client time horizons.
Advisers can now expect:
- Outperform cash savings – a fixed rate savings account would need to pay over 6.9% to match the return of our Gilt MPS range after tax for a higher rate taxpayer.
- Low‑cost – access UK government bonds for market-leading 0.10% annual management charge.
- Simple to use – implemented through a managed portfolio service, removing the need for individual gilt selection or administration.
Get to grips with our Strategic Asset Allocation process
We’ve refined our portfolios to be resilient, aligned with 2026 market conditions, and structured for robust performance across a range of scenarios.
Explore these resources all in one place:
- Our Strategic Asset Allocation brochure – a detailed look at what’s changed.
- A short Q&A video – an explanation of the process, and the actions we’ve taken.
- Three articles – including a summary of changes, and in-depth analysis of key themes like US sector allocations and bond market inflation.
What advisers are reading now
Explore the articles advisers are returning to most, and stay on top of the key themes shaping markets.
Plausible reliability: ‘Agent as Client’ vs ‘Reliance on Others’
Fund transaction costs
What is a Partnership MPS?
‘A focus on…’ – reports worth reading
Dive into in-depth analysis of key investment opportunities around the globe.
COMPLIMENTARY REPORT
A focus on… Equity long / short funds
Help your clients’ portfolios work smarter.
Learn how equity long / short funds can help you manage risk and diversification when markets are unpredictable.
Inside you’ll find information on:
- How these funds work, and why they matter.
- The key risks and cost considerations to be aware of.
- Practical examples from leading managers.
COMPLIMENTARY REPORT
A focus on… managed futures for diversified portfolios
Strengthen client portfolios with strategies that behave differently from traditional stocks and bonds.
Managed futures – like many liquid alternatives – aim to offer diversification.
This short report explains:
- How these funds aim to capture gains in rising and falling markets.
- Why following trends can help when markets fall.
- The key risks to watch, including volatility targeting and asset breadth.
Your go-to source of investment insight, ready when you are
Visit the Infocentre for a broad collection of investment articles, designed to make research faster and client discussions easier.
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