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AJ Bell Youinvest Review

as of 09/11/2020 at 1:37 pm

Holly's View

Clear and easy to use. The secure site has been gradually improving over the last 12 months as has the app, which is easy to navigate. Simple things such as using colour to help navigate different tax wrappers make a difference. The supporting research and market information is strong.

Our Rating

Recommended For

Beginner Investor

Confident Investor

In a nutshell

Low cost

Strong on pensions

Good research and content

You Say

Your overall rating

Based on 200 reviews

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What to Expect

Investment Choice

Products

Stocks and Shares ISA

Junior ISA

Lifetime ISA

Shares

Pension

Investments available

Own brand funds

Funds from other groups

Stocks and shares

Investment help

Robo advice / ready-made portfolios

Help building a portfolio

Includes a shortlist of investments

Pick your own funds

Pick your own shares

The 'Geeky' Details

Provider details

AJ Bell Youinvest is a low-cost option for people who are comfortable with investing. There are loads of investment options – including individual shares and funds. It does also have a range of low-cost all-in-one passive funds for those who want someone else to do the heavy lifting. 
 
Charges start off at 0.25% for the platform, excluding any fund charges. This tiers down for large portfolios and there’s a cap on shares. This tends to make them pretty cheap, whether you have a small or large portfolio containing shares or funds. There are fund and share dealing charges, £1.50 and £9.95 respectively, so there are cheaper options available for those that regularly invest small amounts into multiple funds. 

Important Facts & Figures

Provider Size:

Large firm which is listed on the LSE and FTSE 250. Manages over £12b on behalf of investors and financial advisers.

Minimum amounts: £25 minimum monthly amount
£500 minimum initial amount for third party funds. £1 minimum investment into AJ Bell passive funds.

Your Questions

"Good day, If I were to invest with A J Bell or Hargreaves Lansdown in a self select Stocks & Shares ISA and they were to 'go bust', what would happen to my investment? Thanks."

David, County Down

28/07/2020

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"Hi, I'm trying to choose an 80/20 low cost tracker fund to transfer my pension to, as I'm currently paying 1% fees to my provider which I want to save on. Does the performance of different tracker funds vary a lot (e.g. between PensionBee, Nutmeg, AJ Bell) and how do I compare their track records? Many thanks, Vivienne"

Vivienne, London

22/07/2020

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"I'm a newbie investor looking for a SIPP. I see AJ Bell have low fees compared to Hargreaves Lansdown. Is it worth the lower fees even though there are exit charges, or pay the higher Hargreaves Lansdown charges, but have no exit fees?"

Andy, Hampshire

20/04/2020

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