--- title: Strategic asset allocation | AJ Bell Investcentre description: A range of resources that will help you to understand exactly what our Strategic Asset Allocation process is, how it’s reviewed and the changes we've made. --- [Skip to content](https://landing.investcentre.co.uk/strategic-asset-allocation#main-content) ![AJ Bell Investments logo](https://landing.investcentre.co.uk/hs-fs/hubfs/2000x500_AJBI_logo_white.png?width=500&height=125&name=2000x500_AJBI_logo_white.png "AJ Bell Investments logo") # 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. [DISCUSS OUR SOLUTIONS](https://landing.investcentre.co.uk/investment-bdm-enquiry?hsLang=en) ## What’s changed for 2026? ## Strategic Asset Allocation brochure --- 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. [![DOWNLOAD BROCHURE](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/143403424/interactive-399132608753.png)](https://landing.investcentre.co.uk/hs/cta/wi/redirect?encryptedPayload=AVxigLI%2FeeztzcOtOlkWpwpNY2WjZt4Y3qbGzarf%2BKHGBlfLlNLY0JItCLzequoA13JmWRyPqXPcE%2FvM%2FqfQU0cn%2BUy8zB5uPNRBLRmYroM71fXUjcdjEdJD6gcrU5NRAKRTQytF%2BDfVpSpzsebS7qUX4vmPQBACkRNIhyMr2NYW3aPNVF4mbjJ6JNyWA8%2BVrhDnMLrnXzwa2hbipJ0BC%2B%2BRlA%2F%2FzmFAee5ZNNxlT%2BySyTTEMk%2F3WNUOsomsoO%2FDp%2BFsZLNy9W00EQjEEBsytGlv4eajd1i1W7gonLbxuWnLgx47WZydhWqmlpUjlaY1tea86xDTKajUY7erhWRomVV89Lv0sJuSN9r0frEFSKhresmM%2Fd9ujtEF4Jai36yzA146HXc%3D&webInteractiveContentId=399132608753&portalId=143403424&hsLang=en) [![Image of SAA 2026 brochure](https://landing.investcentre.co.uk/hubfs/SAA_2026_500x500_duo_pages_transparent.png "Image of SAA 2026 brochure")](https://www.investcentre.co.uk/sites/default/files/AJBI_SAA_brochure_2026.pdf?utm_campaign=318091466-Strategic%20Asset%20Allocation%202026&utm_source=download-button&utm_content=saa-brochure) [![Person trekking across mountains](https://landing.investcentre.co.uk/hubfs/SAA_2026_340x227_Summary_article_.jpg "Person trekking across mountains")](https://www.investcentre.co.uk/articles/positioning-our-portfolios-for-2026) #### Positioning our portfolios for 2026 A shortened review of our recent Strategic and Tactical Asset Allocation decisions. [UNDERSTAND UPDATES](https://www.investcentre.co.uk/articles/positioning-our-portfolios-for-2026) [![Image of person balancing on tightrope](https://landing.investcentre.co.uk/hubfs/SAA_2026_340x227_Bonds_risks.jpg "Image of person balancing on tightrope")](https://www.investcentre.co.uk/articles/managing-inflation-and-yield-curves-bond-markets) #### 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. [LEARN MORE](https://www.investcentre.co.uk/articles/managing-inflation-and-yield-curves-bond-markets) [![Statue of Liberty](https://landing.investcentre.co.uk/hubfs/SAA_2026_340x227_US_sectors.jpg "Statue of Liberty")](https://www.investcentre.co.uk/articles/why-us-sectors-matter-diversification) #### Why US sectors matter for diversification We’ve introduced new US sector allocations to reduce concentration risk whilst tapping into AI opportunities. [FIND OUT HOW](https://www.investcentre.co.uk/articles/why-us-sectors-matter-diversification) ## 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](https://www.investcentre.co.uk/support/infocentre?categories[145]=145). [![MPS current portfolios](https://landing.investcentre.co.uk/hubfs/340x227_MPS_urrent_portfolios.jpg "MPS current portfolios")](https://www.investcentre.co.uk/sites/default/files/AJBIC_MPS_Current_portfolios.pdf) #### MPS portfolios [DOWNLOAD](https://www.investcentre.co.uk/sites/default/files/AJBIC_MPS_Current_portfolios.pdf) [![Fund current portfolios](https://landing.investcentre.co.uk/hubfs/340x227_Current_portfolios.jpg "Fund current portfolios")](https://www.investcentre.co.uk/sites/default/files/AJBI_Fund_Current_portfolios.pdf) #### AJ Bell Funds portfolios [DOWNLOAD](https://www.investcentre.co.uk/sites/default/files/AJBI_Fund_Current_portfolios.pdf) [![Q4_2025_Updated_Quarterly_Report_340 x 227-20260116-151401](https://landing.investcentre.co.uk/hubfs/Q4_2025_Updated_Quarterly_Report_340%20x%20227-20260116-151401.jpg "Q4_2025_Updated_Quarterly_Report_340 x 227-20260116-151401")](https://www.investcentre.co.uk/sites/default/files/MPS_quarterly_reports.pdf) #### MPS Q4 reports [DOWNLOAD](https://www.investcentre.co.uk/sites/default/files/MPS_quarterly_reports.pdf) [![Fund quarterly report](https://landing.investcentre.co.uk/hubfs/340x227_Fund_Qtrly_report.jpg "Fund quarterly report")](https://www.investcentre.co.uk/sites/default/files/AJB_Funds_quarterly_reports.pdf) #### AJ Bell Funds Q4 reports [DOWNLOAD](https://www.investcentre.co.uk/sites/default/files/AJB_Funds_quarterly_reports.pdf) ## 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. Managed Portfolio Service A diverse range of outcome-orientated portfolio solutions, available in Active, Passive or our blended 'Pactive' format. [FIND THE RIGHT FIT](https://www.investcentre.co.uk/investment-options/aj-bell-investments#mps) AJ Bell Funds Our managed, low-cost, multi-asset funds range is designed to suit a broad spectrum of risk appetites. [VIEW FULL RANGE](https://www.investcentre.co.uk/investment-options/aj-bell-investments#funds) 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. *4 Exchange Quay, Salford Quays, Manchester M5 3EE* Copyright © 2026, AJ Bell