AJ Bell funds
- news and updates
Important information: The AJ Bell funds aren't a personal recommendation. We don't give investment advice, so you should talk to a (suitably qualified) financial adviser if you're not sure where to invest. Past performance isn't a guide to future performance, and some investments need to be held for the long term.
On this page, you’ll find all quarterly reports and videos for the AJ Bell funds, so you can stay up to date. You’ll also find news articles written by the AJ Bell Investments team – letting you see what we’ve changed, and why we changed it.
AJ Bell funds reports
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Q1 2025 reports
Title Date Cautious Fund 31/03/2025 Download report PDF 2025 Moderately Cautious Fund 31/03/2025 Download report PDF 2025 Balanced Fund 31/03/2025 Download report PDF 2025 Moderately Adventurous Fund 31/03/2025 Download report PDF 2025 Adventurous Fund 31/03/2025 Download report PDF 2025 Global Growth Fund 31/03/2025 Download report PDF 2025 Responsible Screened Growth fund 31/03/2025 Download report PDF 2025 Income Fund 31/03/2025 Download report PDF 2025 Income and Growth Fund 31/03/2025 Download report PDF 2025
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Q4 2024 reports
Title Date Cautious Fund 31/12/2024 Download report PDF 2024 Moderately Cautious Fund 31/12/2024 Download report PDF 2024 Balanced Fund 31/12/2024 Download report PDF 2024 Moderately Adventurous Fund 31/12/2024 Download report PDF 2024 Adventurous Fund 31/12/2024 Download report PDF 2024 Global Growth Fund 31/12/2024 Download report PDF 2024 Responsible Screened Growth fund 31/12/2024 Download report PDF 2024 Income Fund 31/12/2024 Download report PDF 2024 Income and Growth Fund 31/12/2024 Download report PDF 2024
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Q3 2024 reports
Title Date Cautious Fund 30/09/2024 Download report PDF 2024 Moderately Cautious Fund 30/09/2024 Download report PDF 2024 Balanced Fund 30/09/2024 Download report PDF 2024 Moderately Adventurous Fund 30/09/2024 Download report PDF 2024 Adventurous Fund 30/09/2024 Download report PDF 2024 Global Growth Fund 30/09/2024 Download report PDF 2024 Responsible Growth Fund 30/09/2024 Download report PDF 2024 Income Fund 30/09/2024 Download report PDF 2024 Income and Growth Fund 30/09/2024 Download report PDF 2024
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Q2 2024 reports
Title Date Cautious Fund 30/06/2024 Download report PDF 2024 Moderately Cautious Fund 30/06/2024 Download report PDF 2024 Balanced Fund 30/06/2024 Download report PDF 2024 Moderately Adventurous Fund 30/06/2024 Download report PDF 2024 Adventurous Fund 30/06/2024 Download report PDF 2024 Global Growth Fund 30/06/2024 Download report PDF 2024 Responsible Growth Fund 30/06/2024 Download report PDF 2024 Income Fund 30/06/2024 Download report PDF 2024 Income and Growth Fund 30/06/2024 Download report PDF 2024
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Q1 2024 reports
Title Date Cautious Fund 31/03/2024 Download report PDF 2024 Moderately Cautious Fund 31/03/2024 Download report PDF 2024 Balanced Fund 31/03/2024 Download report PDF 2024 Moderately Adventurous Fund 31/03/2024 Download report PDF 2024 Adventurous Fund 31/03/2024 Download report PDF 2024 Global Growth Fund 31/03/2024 Download report PDF 2024 Responsible Growth Fund 31/03/2024 Download report PDF 2024 Income Fund 31/03/2024 Download report PDF 2024 Income and Growth Fund 31/03/2024 Download report PDF 2024
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Q4 2023 reports
Title Date Cautious Fund 23/12/2023 Download report PDF 2023 Moderately Cautious Fund 23/12/2023 Download report PDF 2023 Balanced Fund 23/12/2023 Download report PDF 2023 Moderately Adventurous Fund 23/12/2023 Download report PDF 2023 Adventurous Fund 23/12/2023 Download report PDF 2023 Global Growth Fund 23/12/2023 Download report PDF 2023 Responsible Growth Fund 23/12/2023 Download report PDF 2023 Income Fund 23/12/2023 Download report PDF 2023 Income and Growth Fund 23/12/2023 Download report PDF 2023
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Q3 2023 reports
Title Date Cautious Fund 30/09/2023 Download report PDF 2023 Moderately Cautious Fund 30/09/2023 Download report PDF 2023 Balanced Fund 30/09/2023 Download report PDF 2023 Moderately Adventurous Fund 30/09/2023 Download report PDF 2023 Adventurous Fund 30/09/2023 Download report PDF 2023 Global Growth Fund 30/09/2023 Download report PDF 2023 Responsible Growth Fund 30/09/2023 Download report PDF 2023 Income Fund 30/09/2023 Download report PDF 2023 Income and Growth Fund 30/09/2023 Download report PDF 2023
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Q2 2023 reports
Title Date Cautious Fund 30/06/2023 Download report PDF 2023 Moderately Cautious Fund 30/06/2023 Download report PDF 2023 Balanced Fund 30/06/2023 Download report PDF 2023 Moderately Adventurous Fund 30/06/2023 Download report PDF 2023 Adventurous Fund 30/06/2023 Download report PDF 2023 Global Growth Fund 30/06/2023 Download report PDF 2023 Responsible Growth Fund 30/06/2023 Download report PDF 2023 Income Fund 30/06/2023 Download report PDF 2023 Income and Growth Fund 30/06/2023 Download report PDF 2023
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Q1 2023 reports
Title Date Cautious Fund - Q1 2023 report 31/03/2023 Download report PDF 2023 Moderately Cautious Fund - Q1 2023 report 31/03/2023 Download report PDF 2023 Balanced Fund - Q1 2023 report 31/03/2023 Download report PDF 2023 Moderately Adventurous Fund - Q1 2023 report 31/03/2023 Download report PDF 2023 Adventurous Fund - Q1 2023 report 31/03/2023 Download report PDF 2023 Global Growth Fund - Q1 2023 report 31/03/2023 Download report PDF 2023 Responsible Growth Fund - Q1 2023 report 31/03/2023 Download report PDF 2023 Income Fund - Q1 2023 report 31/03/2023 Download report PDF 2023 Income and Growth Fund - Q1 2023 report 31/03/2023 Download report PDF 2023
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Q4 2022 reports
Title Date Cautious Fund - Q4 2022 report 30/12/2022 Download report PDF 2022 Moderately Cautious Fund - Q4 2022 report 30/12/2022 Download report PDF 2022 Balanced Fund - Q4 2022 report 30/12/2022 Download report PDF 2022 Moderately Adventurous Fund - Q4 2022 report 30/12/2022 Download report PDF 2022 Adventurous Fund - Q4 2022 report 30/12/2022 Download report PDF 2022 Global Growth Fund - Q4 2022 report 30/12/2022 Download report PDF 2022 Responsible Growth Fund - Q4 2022 report 30/12/2022 Download report PDF 2022 Income Fund - Q4 2022 report 30/12/2022 Download report PDF 2022 Income and Growth Fund - Q4 2022 report 30/12/2022 Download report PDF 2022
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Q3 2022 reports
Title Date Cautious Fund - Q3 2022 report 30/09/2022 Download report PDF 2022 Moderately Cautious Fund - Q3 2022 report 30/09/2022 Download report PDF 2022 Balanced Fund - Q3 2022 report 30/09/2022 Download report PDF 2022 Moderately Adventurous Fund - Q3 2022 report 30/09/2022 Download report PDF 2022 Adventurous Fund - Q3 2022 report 30/09/2022 Download report PDF 2022 Global Growth Fund - Q3 2022 report 30/09/2022 Download report PDF 2022 Responsible Growth Fund - Q3 2022 report 30/09/2022 Download report PDF 2022 Income Fund - Q3 2022 report 30/09/2022 Download report PDF 2022 Income and Growth Fund - Q3 2022 report 30/09/2022 Download report PDF 2022
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Q2 2022 reports
Title Date Cautious Fund - Q2 2022 report 30/06/2022 Download report PDF 2022 Moderately Cautious Fund - Q2 2022 report 30/06/2022 Download report PDF 2022 Balanced Fund - Q2 2022 report 30/06/2022 Download report PDF 2022 Moderately Adventurous Fund - Q2 2022 report 30/06/2022 Download report PDF 2022 Adventurous Fund - Q2 2022 report 30/06/2022 Download report PDF 2022 Global Growth Fund - Q2 2022 report 30/06/2022 Download report PDF 2022 Responsible Growth Fund - Q2 2022 report 30/06/2022 Download report PDF 2022 Income Fund - Q2 2022 report 30/06/2022 Download report PDF 2022 Income and Growth Fund - Q2 2022 report 30/06/2022 Download report PDF 2022
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Q1 2022 reports
Title Date Cautious Fund - Q1 2022 report 31/03/2022 Download report PDF 2022 Moderately Cautious Fund - Q1 2022 report 31/03/2022 Download report PDF 2022 Balanced Fund - Q1 2022 report 31/03/2022 Download report PDF 2022 Moderately Adventurous Fund - Q1 2022 report 31/03/2022 Download report PDF 2022 Adventurous Fund - Q1 2022 report 31/03/2022 Download report PDF 2022 Global Growth Fund - Q1 2022 report 31/03/2022 Download report PDF 2022 Responsible Growth Fund - Q1 2022 report 31/03/2022 Download report PDF 2022 Income Fund - Q1 2022 report 31/03/2022 Download report PDF 2022 Income and Growth Fund - Q1 2022 report 31/03/2022 Download report PDF 2022
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Q4 2021 reports
Title Date Cautious Fund - Q4 2021 report 31/12/2021 Download report PDF 2021 Moderately Cautious Fund - Q4 2021 report 31/12/2021 Download report PDF 2021 Balanced Fund - Q4 2021 report 31/12/2021 Download report PDF 2021 Moderately Adventurous Fund - Q4 2021 report 31/12/2021 Download report PDF 2021 Adventurous Fund - Q4 2021 report 31/12/2021 Download report PDF 2021 Global Growth Fund - Q4 2021 report 31/12/2021 Download report PDF 2021 Responsible Growth Fund - Q4 2021 report 31/12/2021 Download report PDF 2021 Income Fund Report - Q4 2021 report 31/12/2021 Download report PDF 2021 Income and Growth fund - Q4 2021 report 31/12/2021 Download report PDF 2021
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Q3 2021 reports
Title Date Cautious Fund - Q3 2021 report 30/09/2021 Download report PDF 2021 Moderately Cautious Fund - Q3 2021 report 30/09/2021 Download report PDF 2021 Balanced Fund - Q3 2021 report 30/09/2021 Download report PDF 2021 Moderately Adventurous Fund - Q3 2021 report 30/09/2021 Download report PDF 2021 Adventurous Fund - Q3 2021 report 30/09/2021 Download report PDF 2021 Global Growth Fund - Q3 2021 report 30/09/2021 Download report PDF 2021 Responsible Growth Fund - Q3 2021 report 30/09/2021 Download report PDF 2021 Income Fund Report - Q3 2021 report 30/09/2021 Download report PDF 2021 Income and Growth fund - Q3 2021 report 30/09/2021 Download report PDF 2021
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Q2 2021 reports
Title Date Cautious Fund - Q2 2021 report 30/06/2021 Download report PDF 2021 Moderately Cautious Fund - Q2 2021 report 30/06/2021 Download report PDF 2021 Balanced Fund - Q2 2021 report 30/06/2021 Download report PDF 2021 Moderately Adventurous Fund - Q2 2021 report 30/06/2021 Download report PDF 2021 Adventurous Fund - Q2 2021 report 30/06/2021 Download report PDF 2021 Global Growth Fund - Q2 2021 report 30/06/2021 Download report PDF 2021 Responsible Growth Fund - Q2 2021 report 30/06/2021 Download report PDF 2021 Income Fund Report - Q2 2021 report 30/06/2021 Download report PDF 2021 Income Growth Fund - Q2 2021 report 30/06/2021 Download report PDF 2021
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Q1 2021 reports
Title Date Cautious Fund - Q1 2021 report 31/03/2021 Download report PDF 2021 Moderately Cautious Fund - Q1 2021 report 31/03/2021 Download report PDF 2021 Balanced Fund - Q1 2021 report 31/03/2021 Download report PDF 2021 Moderately Adventurous Fund - Q1 2021 report 31/03/2021 Download report PDF 2021 Adventurous Fund - Q1 2021 report 31/03/2021 Download report PDF 2021 Global Growth Fund - Q1 2021 report 31/03/2021 Download report PDF 2021 Responsible Growth Fund - Q1 2021 report 31/03/2021 Download report PDF 2021 Income Fund Report - Q1 2021 report 31/03/2021 Download report PDF 2021 Income Growth Fund - Q1 2021 report 31/03/2021 Download report PDF 2021
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Q4 2020 reports
Title Date Cautious Fund - Q4 2020 report 31/12/2020 Download report PDF 2020 Moderately Cautious Fund - Q4 2020 report 31/12/2020 Download report PDF 2020 Balanced Fund - Q4 2020 report 31/12/2020 Download report PDF 2020 Moderately Adventurous Fund - Q4 2020 report 31/12/2020 Download report PDF 2020 Adventurous Fund - Q4 2020 report 31/12/2020 Download report PDF 2020 Global Growth - Q4 2020 report 31/12/2020 Download report PDF 2020 Responsible Growth Fund - Q4 2020 report 31/12/2020 Download report PDF 2020 Income Fund - Q4 2020 report 31/12/2020 Download report PDF 2020 Income & Growth Fund - Q4 2020 report 31/12/2020 Download report PDF 2020
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Q3 2020 reports
Title Date Cautious fund - Q3 2020 report 30/09/2020 Download report PDF 2020 Moderately Cautious fund - Q3 2020 report 30/09/2020 Download report PDF 2020 Balanced fund - Q3 report 2020 30/09/2020 Download report PDF 2020 Moderately Adventurous fund - Q3 2020 report 30/09/2020 Download report PDF 2020 Adventurous fund - Q3 2020 report 30/09/2020 Download report PDF 2020 Global Growth fund - Q3 2020 report 30/09/2020 Download report PDF 2020 Income fund - Q3 2020 report 30/09/2020 Download report PDF 2020 Income and Growth fund - Q3 2020 report 30/09/2020 Download report PDF 2020
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Q2 2020 reports
Title Date Cautious fund - Q2 2020 report 30/06/2020 Download report PDF 2020 Moderately Cautious fund - Q2 2020 report 30/06/2020 Download report PDF 2020 Balanced fund - Q2 2020 report 30/06/2020 Download report PDF 2020 Moderately Adventurous fund - Q2 2020 report 30/06/2020 Download report PDF 2020 Adventurous fund - Q2 2020 report 30/06/2020 Download report PDF 2020 Global Growth fund - Q2 2020 report 30/06/2020 Download report PDF 2020 Income fund - Q2 2020 report 30/06/2020 Download report PDF 2020 Income and Growth fund - Q2 2020 report 30/06/2020 Download report PDF 2020
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Q1 2020 reports
Title Date Cautious fund - Q1 2020 report 31/03/2020 Download report PDF 2020 Moderately Cautious fund - Q1 2020 report 31/03/2020 Download report PDF 2020 Balanced fund - Q1 2020 report 31/03/2020 Download report PDF 2020 Moderately Adventurous fund - Q1 2020 report 31/03/2020 Download report PDF 2020 Adventurous fund - Q1 2020 report 31/03/2020 Download report PDF 2020 Global Growth fund - Q1 2020 report 31/03/2020 Download report PDF 2020 Income fund - Q1 2020 report 31/03/2020 Download report PDF 2020 Income and Growth fund - Q1 2020 report 31/03/2020 Download report PDF 2020
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Q4 2019 reports
Title Date Cautious fund - Q4 2019 report 31/12/2019 Download report PDF 2019 Moderately Cautious fund - Q4 2019 report 31/12/2019 Download report PDF 2019 Balanced fund - Q4 2019 report 31/12/2019 Download report PDF 2019 Moderately Adventurous fund - Q4 2019 report 31/12/2019 Download report PDF 2019 Adventurous fund - Q4 2019 report 31/12/2019 Download report PDF 2019 Global Growth fund - Q4 2019 report 31/12/2019 Download report PDF 2019 Income fund - Q4 2019 report 31/12/2019 Download report PDF 2019 Income and Growth fund - Q4 2019 report 31/12/2019 Download report PDF 2019
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Latest AJ Bell funds news
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The changes we’ve made to the Favourite fund list - 22 April 2025
Tue, 22/04/2025 - 16:46 -
How the AJ Bell funds are reacting to Trump tariffs
Thu, 10/04/2025 - 14:26 -
The changes we've made to the Favourite funds list
Thu, 20/03/2025 - 15:18 -
Income ‘smoothing’: what it means in practice
Thu, 13/03/2025 - 10:49 - More investment articles
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Latest AJ Bell funds videos
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How AJ Bell funds performed in the first quarter of 2025 and what’s happened across the wider markets
Tue, 15/04/2025 - 17:48 -
AJ Bell funds - Strategic asset allocation 2025 | Q&A
Tue, 21/01/2025 - 14:20 -
How AJ Bell funds performed in the final quarter of 2024 and what’s happened across the wider markets
Fri, 10/01/2025 - 09:03 -
How AJ Bell funds performed in the third quarter of 2024 and what’s happened across the wider markets
Mon, 14/10/2024 - 12:01 - More investment videos
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Assessment of value reports
Title Date AJ Bell funds - Assessment of value report 2023 23/10/2023 Download report PDF AJ Bell funds - Assessment of value report 2022 09/11/2022 Download report PDF AJ Bell funds - Assessment of value report 2021 26/08/2021 Download report PDF AJ Bell funds - Assessment of value report 2020 02/04/2020 Download report PDF