Fundamentals is an information-only service, designed to support you in keeping fully up to date with your investment research. Featuring the latest views from our AJ Bell Investments Team, Fundamentals gives you the inside line on all the funds and ETFs we think have the potential to achieve their stated objectives.
Following some rigorous research and in-depth meetings with underlying fund managers, we’ve made changes and updates to our research lists in recent weeks. In this Q1 2024 analysis update you’ll discover:
- details of the changes made to our Fundamentals list;
- meeting notes from fund managers; and
- the latest fund reports.
Changes in Fundamentals
In Q1 2024 no funds were added to the Fundamentals research list, but one fund was removed.
| Funds Removed | Funds Added |
|---|---|
| N/A | Fidelity Global Special Situations |
Meeting notes
One of the advantages of the Fundamentals service is the regular updates from the meetings the Investments Team have with the underlying fund managers. The related reports and assessments are updated at least once a year.
During Q1 2024, 26 funds were reviewed and their commentary updated. These are outlined in the table below:
| Funds updated in the past quarter | |
| Allianz Strategic Bond | Jupiter Asian Income |
| Artemis Strategic Bond | Jupiter Japan Income |
| Artemis US Select | Lightman European |
| Baring Europe Select | Liontrust SF Global Growth |
| BlackRock UK Income | Liontrust SF UK Growth |
| BlackRock UK Special Situations | Liontrust UK Growth |
| CT Responsible Corporate Bond | Polar Capital Global Insurance |
| Fidelity Asia | Schroder European |
| Fidelity Emerging Markets | Stewart Asia Pacific Leaders |
| First Sentier Global Listed Infrastructure | Trojan Ethical X Acc |
| FTF Martin Currie UK Smaller Companies | Troy Trojan |
| Invesco Asian | Twenty Four Corporate Bond |
Fundamentals reports
We are constantly researching the investment universe to ensure that the Fundamentals list contains a wide range of funds to help you in your research for your clients’ investment goals. Each fund and ETF within the area has an AJ Bell report and performance charts, a factsheet, and a KIID.
These reports contain key information, such as:
- the latest positioning;
- performance and risk data;
- charges; and
- ESG data.
Head over to our research area to view the latest reports, designed to help you with your research due diligence.
Funds research at your fingertips
Our Head of Investment Research, Paul Angell, discusses how you can access the full research capability of our Investments Team using Fundamentals.
More from the team
Discover the latest Q1 2024 performance reports across our AJ Bell Funds and Managed Portfolio Service ranges on The Investment Asset – your new go-to for market insights, performance updates and key portfolio literature.
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