All seven of AJ Bell's funds were found to deliver good value for investors, according to the firm''s inaugural Assessment of Value (AoV) report.
The AoV, which focused on the VT AJ Bell ICVC range, used a traffic light assessment system based against the seven criteria implemented by the Financial Conduct Authority (FCA) in the wake of its 2018 Asset Management Market Study. These included performance, fund cost, economies of scale, comparable market rates, comparable services, classes of units and quality of service. Each of the funds were also given an overall rating. The VT AJ Bell Cautious, Moderately Cautious, Balanced, Moderately Adventurous and Adventurous fund of funds all received green lights across each criterion, w...
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