This brochure gives you a clear summary of the updates we’ve made to our AJ Bell Funds and MPS ranges for the year ahead – and what they mean for your client’s portfolios.
Inside, you’ll find:
- our rationale behind the changes and how they reflect current market conditions;
- capital market assumptions shaping long-term strategy;
- Strategic Asset Allocation for 2026 and the thinking behind it;
- Tactical Asset Allocation and implementation for today’s market backdrop; and
- the 2026 outlook – opportunities, risks and how we’re building resilience.
Three reasons why you should read this:
- Understand the decisions driving our portfolios.
- See how we’re positioning these solutions for different market environments.
- Support your client conversations with clear, actionable insights.
Understand what’s changed in our portfolios, and why
Visit our Strategic Asset Allocation 2026 page for the latest articles, Q&A video and our AJ Bell Funds and Managed Portfolio Service portfolios and reports.
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.
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