Strategic Asset Allocation
Our AJ Bell Funds and MPS range are designed to deliver consistent, reliable performance within pre-defined risk levels. That consistency comes from our Strategic Asset Allocation process – the framework behind every portfolio. If you want to understand how the process works, and what it means for your investments, you’re in the right place.
What’s changed for 2026?
This update explains how we’ve refined allocations to keep our AJ Bell Funds and MPS portfolios resilient and well-diversified for the year ahead.
Access your copy now to:
- understand the decisions driving our portfolios;
- see how we’re positioning these solutions for different market environments; and
- support your client conversations with clear, actionable insights.
Positioning our portfolios for 2026
A shortened review of our recent Strategic and Tactical Asset Allocation decisions.
Managing inflation and yield curves in bond markets
We’ve shifted to short-duration and inflation-protected bonds to help reduce risk and strengthen potential returns in today’s market.
Why US sectors matter for diversification
We’ve introduced new US sector allocations to reduce concentration risk whilst tapping into AI opportunities.
Behind the strategy: Understanding our asset allocation process
Watch as James Flintoft unpacks our Strategic Asset Allocation process, and shares our reasoning behind the changes.
Key portfolio documents
For more information on our AJ Bell Funds and MPS, view our extensive range of literature.
Put your client’s money to work
Our MPS and AJ Bell Fund ranges have a track record of delivering strong performance at low prices. Navigate to our solutions to find out more.
A diverse range of outcome-orientated portfolio solutions, available in Active, Passive or our blended 'Pactive' format.
Our managed, low-cost, multi-asset funds range is designed to suit a broad spectrum of risk appetites.
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.