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 launches six-strong Responsible MPS range 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%.  Kevin Doran, chief investment o...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Industry

Former LGIM CEO Michelle Scrimgeour recognised in King's Birthday Honours

Former LGIM CEO Michelle Scrimgeour recognised in King's Birthday Honours

The honours mark the contributions and service of people across the UK

Jonathan Stapleton
clock 16 June 2025 • 1 min read
Court backlog to delay some finfluencer trials until 2027

Court backlog to delay some finfluencer trials until 2027

Treasury Committee hearing

Sorin Dojan
clock 10 June 2025 • 2 min read
Guinness Global Investors' Iona Frisby launches investment initiative for young professionals

Guinness Global Investors' Iona Frisby launches investment initiative for young professionals

It will be titled Gen Invest

Sorin Dojan
clock 09 June 2025 • 1 min read
Trustpilot