AJ Bell is one of the UK’s largest providers of online investment platforms and stockbroker services. With more than 197,900 customers and assets under administration exceeding £46.1 billion, we succeed by providing award-winning investment products, backed up with excellent service and online functionality at a low cost.
BlackRock Greater Europe Investment Trust
The Company aims to provide capital growth, primarily through investment in a focused portfolio constructed from a combination of the securities of large, mid and small capitalisation European companies, together with some investment in the developing markets of Europe.
JPMorgan Emerging Markets Investment Trust
JPMorgan Emerging Markets Investment Trust plc seeks to uncover quality stocks from across emerging markets that are also attractively valued, benefiting from an extensive network of country and sector specialists from one of the longest established emerging market teams in the industry.
Monks Investment Trust
The Monks Investment Trust is both a distinctive trust and one of distinction. It was launched in 1929 and has been managed by Baillie Gifford throughout most of its history.
Monks seeks to meet its objective by investing principally in a portfolio of global quoted equities. Equities are selected for their inclusion within the portfolio solely on the basis of the strength of the investment case.
There are no limits to geographical or sector exposures, but these are reported to, and monitored by, the Board in order to ensure that adequate diversification is achieved. The number of holdings in equities typically ranges from 70 to 200. As at 28 February 2019, the portfolio contained 117 equity holdings.
The investment trusts managed by Baillie Gifford & Co Limited are listed UK companies. The value of their shares, and any income from them, can fall as well as rise and investors may not get back the amount invested.
Schroder Japan Growth Fund
The Japan Growth Fund offers superior long-term growth potential by identifying attractive investment opportunities in Japan’s equity market. The managers seek to take advantage of local knowledge to provide access to areas of the Japanese market with the greatest potential for added value. With more than 30 years of experience investing in Japan, the fund managers are supported by a long-established and highly experience local team of analysts.
The principal investment objective of the Company is to achieve capital growth from an actively managed portfolio principally comprising securities listed on the Japanese stock markets, with the aim of achieving growth in excess of the TSE First Section Total Return Index in sterling over the longer term.