Fund factsheet
A summary document prepared by a fund manager that can help you decide whether a fund is right for you.
It typically includes the fund’s investment objective, top 10 holdings, and data about its past performance. You can download the fund factsheet from the fund’s research page on our website.
When researching a fund, it’s also a good idea to read its Key Information Document (KID), which covers the fund’s essential features.
View AJ Bell fundsPopular terms
This is a limit on the total tax-free lump sums that can be paid from your pensions both in your...
When you access your pension, you can usually take up to 25% of the value tax-free. The lump sum allowance...
A simple, low-cost pension where you choose from four AJ Bell fund options.
Money paid in is automatically invested...