AJ Bell tweaks charges structure across fund range

Some reductions

clock • 1 min read

AJ Bell has reduced the charges of some of its funds following a move to simplify its fee structure across its entire range.

The investment platform said simplifying the ongoing charges fees across its fund range would make it easier for customers and advisers to understand. These changes, which have seen some reductions in fees in some of the funds, will be reviewed annually with a view to "continuously pass on the benefits of scale" to customers. AJ Bell's MPS shift to 'reduce adviser risk' All six of AJ Bell's multi-asset growth funds will have an OCF of 0.31%, while its two income funds will both charge 0.65% and its responsible growth fund will charge 0.45%. Most of the funds have got slightly cheap...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

How markets have developed in 2026 so far

How markets have developed in 2026 so far

'Active allocation does not mean constant trading or short-term market calls'

James Flintoft
clock 12 August 2026 • 3 min read
How sustainable funds have beaten the index this year

How sustainable funds have beaten the index this year

'ESG funds benefit from access to some of the livelier parts of the market'

Ian Aylward
clock 10 August 2026 • 3 min read
AI is fast turning into an asset allocation story, not just a technology story

AI is fast turning into an asset allocation story, not just a technology story

'What is being challenged is not whether AI matters, but who captures the economics'

Lisa Wang
clock 07 August 2026 • 5 min read