Strategic Asset Allocation
Our AJ Bell Funds and MPS range are carefully constructed to deliver excellent performance within pre-defined risk levels. The key to making it all happen is our Strategic Asset Allocation process. If you want to understand how the process works, and what it means for your investments, you’re in the right place.
We’ve brought together a number of resources that will help you understand exactly what our Strategic Asset Allocation (SAA) process is, how it’s reviewed and what changes we’ve made for 2025 as a result of our findings.
This update will help you understand the changes we’re making to our AJ Bell Funds and MPS range for the year ahead, based on our understanding of current market conditions and the long-term outlook for different asset classes around the world.
Hurdles navigated, but what lies ahead?
A shortened review of our recent Strategic and Tactical Asset Allocation decisions.
China needs a new benchmark
Find out why the Emerging Markets and AC Asia Pacific ex-Japan benchmarks no longer work for us.
An alternative approach to Property and Infrastructure
We assessed these two alternative investment allocations and found them wanting.
Your questions, answered – by James Flintoft
James explains how our Strategic Asset Allocation process works, before looking at some of the changes that have recently been made.
Get in touch for more information on how our Funds and MPS ranges could help your clients achieve their investment goals.
Key portfolio documents
For more information on our AJ Bell Funds and MPS, view our extensive range of literature.
Our investment solutions
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.
If you’d like more information about our investment range, or want to discuss the strategic asset allocation 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.