AJ Bell launches new MPS targeting advisers

Added 15th August 2016

AJ Bell has launched a managed portfolio service targeted at financial advisers.

AJ Bell launches new MPS targeting advisers

The new MPS has exposure to the iShares Global High Yield Corp Bond ETF, BlackRock UK Equity Tracker Fund and Vanguard UK Long Duration Gilt Index, among others. It has an annual management charge of 0.25% + VAT.

The portfolios are constructed using passive funds to keep costs low, giving an ongoing charge figure for the constituents of each portfolio ranging from 0.18% to 0.22%, which means the total cost is between 0.48% and 0.52%.

There are five portfolios that target specific levels of risk, and each of them have been mapped using risk profiling tools from Distribution Technology and Finametrica. They are diversified across asset classes and regions and will be rebalanced quarterly to ensure they remain aligned with their risk targets, according to AJ Bell.

The offering will be run by AJ Bell Investments, a new investment management business that was created earlier this year.

“Advisers’ use of portfolio services has been on the increase since the RDR but the costs and transparency of traditional services have not kept pace with the direction of travel in the market,” said Billy Mackay, marketing director at AJ Bell. “Our focus has been to build a managed portfolio service that is easy to understand for both advisers and their clients, fits into the existing business processes of advisers and offers their clients a competitive deal,” he added.


Overseas earners will be key amidst 2017 inflation

Sponsored by Neptune

Overseas earners will be key amidst 2017 inflation...

A by-product of sterling weakness is inflation, and we expect this to continue to gather steam over the coming months, with energy and food prices the hardest hit....

Kames Income Hub


Vincent McEntegart, manager of the Kames Diversified Monthly Income Fund, explains how he aims to deliver a stable and sustainable income of 5% p.a.*, paid monthly, by investing in a range of asset classes

Square Mile Research

AXA Distribution Fund
AXA Distribution Fund

Talking Factsheets is a video service for users...

Visitor's Comments Add your comment

Add Your Comment

We won't publish your address



Investment Strategy




PA Europe 2017
PA Europe 2017

Thursday 11 May
Furniture Makers' Hall

PA Channel Islands 2017
PA Channel Islands 2017

Wednesday 24 May
Royal Yacht Hotel, Jersey

PA UK Equity 2017
PA UK Equity 2017

Thursday 15 June
Radisson Blu Edwardian Bloomsbury Street Hotel

PA Investment Trusts 2017
PA Investment Trusts 2017

Tuesday 20 June
Furniture Makers' Hall

Sponsored Content