Investment Support Team – North
Get all the latest product updates, investment news and more, direct from your dedicated support team.
Learn more about our investment range
What do we offer?
We’re always looking for ways to make investing more straightforward. That’s why we offer a suite of investment and fund management solutions, capable of meeting all your clients’ differing objectives and risk appetites.
What are risk targeted solutions?
Find out how we actively manage the asset allocation of our investment solutions so they always stay within a particular risk profile or volatility band.
AJ Bell Funds range
With a strong track record of delivering great returns for very low charges, it’s no wonder our AJ Bell Funds range is proving so popular.
- Multi-asset exposure to bonds, equities and property.
- Targeted to suit different risk appetites.
- Long-term strategic asset allocation, undertaken by a highly experienced team.
Adviser guide
Adviser FAQs
Portfolios
Guide to costs
Managed Portfolio Service
Designed to meet a diverse range of outcomes, the portfolios in our MPS range are available in Active, Passive or our blended 'Pactive' format, and are mapped to the leading risk profiling tool providers.
- Range includes Responsible and MPS+ variants.
- Option to work with us to build a bespoke MPS.
- Choice of third-party MPS providers.
Adviser guide
Adviser FAQs
Portfolios
Guide to costs
Let’s work together
Partner with us and explore how our MPS and Funds ranges can help your clients achieve their investment goals.
Strategic Asset Allocation
Our Strategic Asset Allocation process ensures that every AJ Bell Fund and MPS portfolio is constructed within pre-defined risk levels, while still seeking to deliver excellent performance.
Strategic Asset Allocation brochure
Explore the key updates to our AJ Bell Funds and MPS ranges for the year ahead, based on our understanding of current market conditions and the long-term outlook for different asset classes around the world.
All the analysis you could need
We’ve compiled a range of resources to help you fully understand our Strategic Asset Allocation (SAA), including detailed articles and an exclusive Q&A with our Head of Investment Solutions, James Flintoft.