AJ Bell Investment Trust Investing Customer Reviews & Expert Rating

The overall score out of 10 combines our expert rating out of 5 with the average customer rating out of 5.
8.3/10Very good

Based on 1,103 customer reviews and our expert analysis

  • Good Money Guide experts highlight AJ Bell Investment Trust Investing as a strong platform for investment trusts, offering access to over 400 options and a curated list of 18 top trusts based on price, performance, and size. They commend the low account fees, which decrease significantly for larger investments, while noting a relatively high initial deposit requirement of £500.
  • Across 1103 user reviews on Good Money Guide, averaging 4.2/5, customers frequently praise the platform's ease of use, responsive customer service, and transparent fee structure. However, some users express concerns about the app's usability and occasional platform stability issues, indicating a need for further improvements in the user experience.

AJ Bell Investment Trust Investing Expert rating

Our expert rating is the average of the areas listed here, each scored out of 5 by our team.
4.1Very good

Our experts have rated AJ Bell Investment Trust Investing across five key areas of our review framework.

  • Pricing4.0
  • Market Access4.5
  • Online Platform4.0
  • Customer Service4.0
  • Research & Analysis4.0

Pros

  • 449 investment trusts
  • Low account fee of 0.25%*
  • Wide range of index funds

Cons

  • High initial deposit of £500
See full expert review

Our verdict

AJ Bell offer the most investment trusts on their platform of which their investment specialists have analysed the investment trust market, looking at factors including price, performance and size to create a list of 20 investment trusts to get started.
Capital at risk.

Is AJ Bell good for investment trusts?

Yes, AJ Bell offers access to over 400 investment trusts, but they also have an "Investment Trusts Select List" that has whittled those down to 18 of the best based on price, performance and size.

*Investment trust account fees reduce to 0.10% on the value between £250,000 and £500,000. There is no charge above £500,000. Dealing costs are £1.50.

Customer reviews for AJ Bell

Customer ratings come from reviews left on this site. Every review is read and approved before it is published.
4.2Very good

Based on 1,103 reviews

  • Excellent46%
  • Very good35%
  • Basic15%
  • Poor3%
  • Bad2%
Read customer reviews

4/5

GMG Awards Voter: [13245442789] ·

Pros:
Content

Cons:
Cash payout

3/5

GMG Awards Voter: [13245039053] ·

Pros:
phone service

Cons:
transfer nightmare

5/5

GMG Awards Voter: [13214143894] ·

Chris @ 03/24/2021 12:54

Chris ·

Huge thanks to Andy Bell and the AJ Bell team for protecting the small investor against 'material dilution', in offering the Enhanced Hammerson Scrip Corporate Action.

IG.com are not offering the Scrip. This decision from IG.com would likely benefit the large institutions such as The Vanguard Group, Inc. and Norges Bank Investment Management who own shares in both Hammerson and IG Group Holdings.

5/5

GMG Awards Voter: [11957963420] ·

Pros:
Easy to set up and manage

Cons:
Better looking app

4/5

GMG Awards Voter: [11957792155] ·

Pros:
Ability to have individual shares as well as other products on one platform

Cons:
Less hidden charges. i.e. transactional charges

5/5

GMG Awards Voter: [11957602394] ·

4/5

GMG Awards Voter: [11954598779] ·

Pros:
Good reviews

Cons:
Better returns

3/5

GMG Awards Voter: [11953403450] ·

4/5

GMG Awards Voter: [11950020795] ·

Pros:
prices

5/5

GMG Awards Voter: [11946939137] ·

Pros:
Events

5/5

GMG Awards Voter: [11945984851] ·

Pros:
low fees

Cons:
easier to compile and track a dummy portfolio

3/5

GMG Awards Voter: [11945157933] ·

Pros:
S&s lisa

Cons:
More user friendly

4/5

GMG Awards Voter: [11944142610] ·

3/5

GMG Awards Voter: [11941588654] ·

3/5

GMG Awards Voter: [11940791378] ·

2/5

GMG Awards Voter: [11940702549] ·

Pros:
It's there?

Cons:
Provide possibility to put a bid into the US markets rather than at best.

4/5

GMG Awards Voter: [11940424453] ·

Pros:
good platform

Cons:
cut costs

4/5

GMG Awards Voter: [11937588401] ·

Pros:
access to Morningstar graphing tools

Cons:
eliminate transfer out fees

5/5

GMG Awards Voter: [11937185475] ·

Pros:
Access to otherwise undemocratic bond market

Cons:
Wider market access

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