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

Party politics: Why investors should celebrate AIM's 30th birthday, even if the government won't

Party politics: Why investors should celebrate AIM's 30th birthday, even if the government won't

AIM has helped 4,000 businesses raise £135bn since launch

Eustace Santa Barbara
clock 19 June 2025 • 4 min read
AIM at 30: Why advisers should take a fresh look at the UK's junior market

AIM at 30: Why advisers should take a fresh look at the UK's junior market

'We see AIM as a jewel in the crown with long-term appeal for the right clients'

Oliver Brown
clock 17 June 2025 • 4 min read
Taking the rough with the smooth: How to navigate global market volatility

Taking the rough with the smooth: How to navigate global market volatility

'Like investing, smoothing isn't one-size-fits-all'

James Tothill
clock 13 June 2025 • 4 min read