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AJ Bell Funds and MPS performance – Q4 2025

1 month ago
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In this short Q&A video, our Head of Financial Analysis, Danni Hewson, sits down with our Head of Investment Solutions, James Flintoft, to review the market movements that influenced our AJ Bell Funds and MPS in Q4 – and what advisers should look out for in 2026.

Watch this if you want to:

  • Understand what drove performance across our Funds and MPS last quarter;
  • Get ahead of 2026 with the key market themes likely to influence client; portfolios; and
  • Strengthen client conversations with clear, digestible insights on trends, risks and opportunities

You can access more market and economic insights in our quarterly market recap, or see for yourself how we performed in Q4 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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