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Inflate your returns, not your risk

Our low-risk AJ Bell Gilt Managed Portfolio Service means you can pump up your clients’ investments with a strong expected yield, while only paying a management fee of 0.10% p.a.

The case for gilts is ballooning 

Gilts issued at low interest rates are trading on discounts to par. To help you seize this valuable opportunity, we’ve launched the AJ Bell Gilt Managed Portfolio Service (MPS) range – a tax-efficient way to access ‘better than cash’ returns through a portfolio of UK gilts. 

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The AJ Bell Gilt MPS - key benefits

Our range is designed for clients who are looking to:

invest in a tax-efficient portfolio, via a taxable General Investment Account (GIA);
invest from as little as £10,000; and
earn a healthy yield, for a management fee of just 0.10%.

Using the AJ Bell Gilt MPS means advisers can:

help clients benefit from the excellent opportunities currently offered by gilts;
not worry about needing the permissions and insurance dealing in gilts directly can involve; and
increase their investment choice across the risk-return spectrum.

How does the AJ Bell Gilt MPS range work?

There are three portfolios in the AJ Bell Gilt MPS range.

Gilt MPS 1 contains two issues that mature between now and October 2026.

Gilt MPS 2 contains three issues that mature between now and July 2027.

Gilt MPS 3 contains four issues that mature between now and January 2028.

The portfolios are designed to give clients a choice of multiple issues, within a ‘ladder’ of maturities. This means you can choose the portfolio that best suits your client’s investment time horizon.

We explain the mechanics of the range in more depth in both our adviser and client guides below.

Adviser guide

Gilt MPS adviser guide

Client guide

Gilt MPS client guide
Commitment to costs

Commitment on costs

The ongoing management fee for the service is just 0.10%. This market-leading rate represents exceptional value for money for a Gilt MPS range. 

If you want to discuss the new AJ Bell Gilt MPS range, explore how it can benefit your clients, or simply find more information, your support team is ready to help. 

Key portfolio documents

Gilt MPS adviser guide

Adviser guide

Gilt MPS client guide

Client guide

Gilt MPS factsheet

Factsheet

Commitment to costs

Commitment to costs

Meet the team behind our MPS

AJ Bell Investments is a crew with more than 100 years’ collective experience of managing funds for retail and institutional investors, and of building sophisticated investment management solutions.

Ryan Hughes

Ryan Hughes

               Managing Director                                      

Richard Slattery-Vickers

Richard Slattery-Vickers

Head of Product

Paul Angell

Paul Angell

Head of Investment Research

James Flintoft

James Flintoft

Head of Investment Solutions

Ian_Aylward_225x250

Ian Aylward

Head of Investment Partnerships

If you’d like to discuss the Gilt MPS range in more detail, let us know and we’ll arrange for the appropriate representative to get in touch.

The value of investments and the income from them can go down as well as up, and your client may not get back their original investment.

Past performance is not a guide to future performance, and some investments need to be held for the long term.

The information on this page is intended for professional advisers only.
Authorised and regulated by the Financial Conduct Authority.