AJ Bell Investments

Outsourced investing that lets you feel good advising

DISCUSS YOUR CLIENT'S PORTFOLIOS

Easy to use

Solutions that are easy to implement in your business and explain to customers.

Great service

Timely and straightforward communication with an expert team makes for happy clients.

Low-cost

Consistent performance at a low cost equals great value.


Adviser benefits

 
  • De-risk your proposition - through robust, trustworthy investment governance.
  • Get hours back – with less research, maintenance and investment decision making.
  • Build a more profitable model – with clear client value and competitive costs.
 

The result: the ability to offer proven investment solutions, without the associated workload.

Client benefits

 
  • Consistency – a dependable approach, designed to deliver long-term value.
  • Clear communication – so they feel informed, confident and in control.
  • Reassurance – knowing that the strong AJ Bell brand is behind their investments.
 

The result: a more relaxing investment experience, characterised by competence and low costs.

 

Discover our award-winning investment range

Ready-made portfolios

Managed Portfolio Service

A diverse range of managed portfolios, mapped to the leading risk profiling tool providers. Available in Active, Passive or our blended 'Pactive' format.

Multi-asset funds

A range of managed funds to suit a broad spectrum of risk appetites, offering multi-asset exposure to global markets.

VIEW FUNDS RANGE

AJ Bell Investments' features

Key features

  • Scale you can rely on
    We manage £9.5 billion and are backed by a FTSE 250 parent, trusted by 723,000+ customers.

     

  • Wide MPS range
    A broad set of options to match different client needs, risk profiles and advice models.

     

  • Measurable cost advantage
    Funds in the lowest-cost 18% of their peer group, and MPS with an average total cost of 0.48%.

     

  • Award-winning performance
    Citywire Investment Performance Award – Best Growth Portfolio (2023, 2024, 2025).

     

The Investment Asset

Your hub for investment insight

Everything you need to stay informed and support confident advice.

Visit The Investment Asset for:

  • Market insights and expert analysis.
  • Fund and portfolio performance updates.
  • Strategic asset allocation updates.
  • Literature and technical resources.

STAY AHEAD OF THE MARKETS

Unmissable headlines from our experts

Gilt MPS

Celebrate the expanded maturity range


We’ve launched three new portfolios – so you can now offer clients a simple, scalable, low-cost gilt ladder reaching as far out as 2032.

Rowboat on a lake

Our refined portfolio positioning for 2026


Understand how we refined our asset allocation to improve resilience, diversification and long-term outcomes as market conditions evolve.

Lady shopping

AJ Bell Funds – risk-rated and ready to go


Supported by the exceptional AJ Bell Investments Team, our proven range of multi-asset funds offers easy, low-cost solutions for a wide variety of clients.

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