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AJ Bell Funds and MPS performance – Q3 2024

1 year ago
Back to Infocentre

Our Head of Financial Analysis, Danni Hewson, and Head of Investment Solutions, James Flintoft, are back with the latest market activity results for Q3, and a look at how the AJ Bell Funds and MPS range performed over the summer.

Key points covered in the Q&A session include:

  • the shift in focus from inflation to the real impact of higher interest rates on the economy, and the likelihood of additional rate cuts from central banks;
  • big movements in Japanese, U.S. and Chinese equity markets, and increased recognition of the UK equity market’s performance;
  • an update on government, corporate, and high yield bond market performance;
  • AJ Bell Funds and MPS performance results; and
  • changes to the portfolios heading into Q4.

You can access more market and economic insights in our quarterly market recap, or see for yourself how we performed in Q3 with the latest performance reports via 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.

More from James Flintoft

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