Funds and trackers

The changes we’ve made to the Favourite fund list - 22 April 2025

We’re always reviewing our Favourite funds list to make sure we’re confident in our picks, and ready to make changes if needed. Following a recent...

Tue, 22/04/2025 - 16:46

How did the AJ Bell funds perform in the first quarter of 2025?

Despite starting with significant political and geopolitical challenges, the first quarter turned out to be a strong period for parts of the market.

We caught...

Tue, 22/04/2025 - 09:54

Investing in a ‘global index’ – where is your money really going?

Investing in a global index is often viewed as a ‘catch all’ strategy. It can be a useful solution to the complexities of choosing where...

Wed, 09/04/2025 - 10:39

Three of the most popular funds and trusts among AJ Bell Investors

Searching through the investment universe can often leave you feeling spoiled for choice. Even once you decide on a sector, geography or asset class, you’re...

Thu, 03/04/2025 - 13:01

What are the different types of investments?

You don’t need to know absolutely everything about investing before you get started, but learning a few key phrases and bits of lingo is a...

Wed, 02/04/2025 - 15:33

The changes we've made to the Favourite funds list

We keep our Favourite funds list under constant review to ensure we have the highest conviction in the funds we’ve selected. Following a recent review,...

Thu, 20/03/2025 - 15:18

Why are so many active fund managers underperforming?

Every six months at AJ Bell, we publish a report on the proportion of active managers beating the typical passive fund in seven key equity...

Wed, 22/01/2025 - 09:28

The changes we've made to the AJ Bell funds

The AJ Bell funds are managed by the team at AJ Bell Investments, with one aim: helping you invest. We look after...

Tue, 21/01/2025 - 14:17

AJ Bell Favourite Funds list update

The AJ Bell Favourite funds list is designed to lighten your research load.

There are thousands of funds out there – so we’ve narrowed...

Mon, 20/01/2025 - 08:50

How did the AJ Bell funds perform in the fourth quarter?

Despite starting with significant political and geopolitical challenges, 2024 turned out to be a strong year for equity markets. Meanwhile, bond markets had a more...

Thu, 16/01/2025 - 16:33

Pages