Funds and trackers


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


Fundsmith Equity posts fourth year of index underperformance

Terry Smith has published his annual letter to shareholders of the Fundsmith Equity fund, showing that 2024 was the fourth consecutive calendar year...

Thu, 09/01/2025 - 17:28


The most popular funds with AJ Bell customers over the past year

Is the era of the star fund manager confined to the history books? The star is no longer shining bright, according to the investment choices...

Thu, 02/01/2025 - 14:15


Everything you need to know about investing in funds

Lots of first-time investors may find investing through funds is a good place to start. In this article, we’ll explain the benefits of investing in...

Wed, 13/11/2024 - 11:02


Favourite funds update - 16 October 2024

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

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

Wed, 16/10/2024 - 09:58


Starter portfolios update - 30 September 2024

We recently carried out an in-depth review of our Starter portfolios. As a result, we’ve made them both simpler and lower cost for new...

Mon, 30/09/2024 - 21:48


Favourite funds update - 27 September 2024

The AJ Bell Favourite funds list is designed to lighten your research load. There are thousands of funds out there – so we’ve narrowed the...

Fri, 27/09/2024 - 09:25


Which funds outperformed high inflation?

Inflation started to rise three years ago, firing the starting gun on the cost of living crisis. In August 2021 the CPI measure of inflation...

Wed, 21/08/2024 - 14:44


Favourite funds update - 16 August 2024

The AJ Bell Favourite funds list is designed to lighten your research load. There are thousands of funds out there – so we’ve...

Fri, 16/08/2024 - 17:01


Favourite funds update - August 2024

The AJ Bell Favourite funds list is designed to lighten your research load. There are thousands of funds out there – so we’ve...

Fri, 02/08/2024 - 09:30


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