ܳ«(´çş“÷* ~ó-mEMÁ5�¦ÅkÕ4¤ãfÍ©•0r2€r’b8j—�.ì Charges and key documents for VT AJ Bell Balanced Fund Class I Accumulation (GB00BYW8RX12) plus portfolio overview, latest price and performance data, expert insights and more Five balanced funds all investors should consider in 2020. endstream endobj 1273 0 obj <ª€èS¹ğ³ğÂÌúƒ9B÷c9ÍN£�ì\rÌ)/P -1340/R 3/U(aíì@. h�bbd``b`��ׁ�Zw#�`NL߁� ��"ځ+�`L 1Fq�5#�7� F2���Ϳ �~ 1 The AJ Bell Passive Funds are essentially cheap portfolios of low-cost funds managed by AJ Bell based on 3 risk levels. You can also compare performance to any other investment from our comparison tables (just start typing the name in the box) There is only one type of share class for this fund. Additional benefits for larger portfolios, Doing Business with Fidelity document (incorporating the Fidelity Client Terms). The annual charge for the growth funds is capped at 0.35% which is around half the cost of a typical active fund. If you look on the performance page of the Moderately Cautious fund on the AJ Bell site, it shows that in the last 6 months it has gone up 1.52%. Starting to save for a pension, approaching retirement, or after an explainer on pension jargon? See website for full details. Security centre All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. Defaqto is a financial information business. The investment objective of the VT AJ Bell Passive Balanced is to achieve long-term capital growth with a balanced approach between lower risk assets such as cash and fixed income and higher risk assets such as equities. Latest price and performance data for VT AJ Bell Balanced Fund Class I Accumulation (GB00BYW8RX12) plus portfolio overview, dividend information, expert insights and more The chart includes the effect of fund manager's charges, but does not include So if anyone has an update on how their passive fund with AJ Bell is performing, please let me know! Please note that service charges will also apply. AJ Bell has received a Defaqto Risk Rating 5 and has been 5 Diamond rated for its VT AJ Bell Passive Balanced Fund. I'm also toying with investing a little in the adventurous fund. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. The short answer to your first question about PensionBee, Nutmeg, & AJ Bell Youinvest - is yes, the performance between the various investment solutions you name does vary quite a lot. Cushon 5007, Lytchett House, 13 Freeland Park, Wareham Road, Poole, Dorset, BH16 6FA, The Print Rooms, 168-180 Union Street, London SE1 0LH. VT AJ Bell Balanced Fund Class I Accumulation,BYW8RX1,ISIN: GB00BYW8RX12 - view the latest price,charts and performance information at AJ Bell Youinvest This site works much better with Javascript turned on. name in the box). Part of AJ Bell 726 0 obj <>stream endstream endobj 700 0 obj <>>>/Filter/Standard/Length 128/O(]�>���S�������9B�c9�N���\r�)/P -1340/R 4/StmF/StdCF/StrF/StdCF/U(�v��F_�4Dը�� )/V 4>> endobj 701 0 obj <>>> endobj 702 0 obj <�^{���\(�1u�W����6s��A���C� dPj��o�v�Yb�)/LastModified(iT�[�%�d4�\nۖ亿�[;��,����Q�����'�b7*&\)% l8KZH�F�M��S�f)/NumberofPages 1/OriginalDocumentID(q�@ �WP`��$�\r����3���md���Q���SŜ� :��Ko� !��&�@�|����M\nߍ�Ƅ��Y���� ؓ��mZ����Zu-"n���[@��� 6d�]�)/PageTransformationMatrixList<0[1.0 0.0 0.0 1.0 0.0 0.0]>>/PageUIDList<0 459>>/PageWidthList<0 595.276>>>>>>/Resources<>/ExtGState<>/Font<>/ProcSet[/PDF/Text]/XObject<>>>/Rotate 0/Tabs/W/Thumb 252 0 R/TrimBox[0.0 0.0 595.276 841.89]/Type/Page>> endobj 703 0 obj <>stream Before opening an account, please read the ‘Doing Business with Fidelity’ document which incorporates our client terms. past performance has been extrapolated using a previous share class in order to show a fuller history. This website does not contain any personal recommendations for a particular course of action, service or product. In some cases, where fund managers have launched a new class of shares within a fund, Remember, past performance is not a reliable indicator of future results. ¢\Àş8ò´ù#~‹Â1ÌEЛѼt²QƆL‘{A3INÈaû æïÎ Bê‡�âøŞ-ºµN\§àv~[-²õë$w¾ĞüŞÿÛyb‚˜�}Ö$^ 0 The Synaptic Risk Rating Service is derived from the risk framework provided by Moody's Analytic's Stochastic engine. All AJ Bell funds found to offer good value in AoV report Performance of funds 'highly credible' The VT AJ Bell Cautious, Moderately Cautious, Balanced, Moderately Adventurous and Adventurous fund of funds all received green lights across each criterion
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