Fundamentals – Q3 2021

7 months ago

Welcome to the latest update for our recently launched Fundamentals service, designed to keep you up to date with what’s been happening on the Fundamentals to help support you with your investment research.

As a reminder, the Fundamentals website is designed to help you with your investment research and keep you informed on the latest views from the AJ Bell Investments Team, covering the funds and ETFs that the team thinks have the potential to achieve their stated objectives.

Recent changes

Over the course of the third quarter of 2021, there were no changes to the Fundamentals list.

Meeting notes

One of the advantages of the Fundamentals service is the regular updates from the meetings the Investment Team has with the underlying fund managers. These will be updated at least once a year and many have been added over the last few months.

Over the quarter, 27 funds have been seen and had their commentaries updated. Take a look at the AJ Bell reports on the website to see the latest thoughts of the fund managers – and our assessment, too.

Funds updated in the past quarter  
Artemis Corporate Bond JPM Emerging Markets Income
Artemis US Select JPM US Equity Income
Artemis US Smaller Companies Jupiter Japan Income
Baillie Gifford Japanese Liontrust Special Situations
Barings Europe Select M&G Global Macro
Blackrock Gold & General Schroder European
Evenlode Income Schroder Global Equity Income
Fidelity Emerging Markets Stewart Investors Asia Pacific Leaders
Fidelity Global Special Situations Stewart Investors Worldwide Sustainability
Fidelity Strategic Bond TB Evenlode Global Income
Franklin UK Mid Cap Threadneedle UK Equity Income
Franklin UK Smaller Companies Trojan Income
Janus Henderson UK Absolute Return TwentyFour Corporate Bond
JO Hambro UK Dynamic  

AJ Bell reports

ach fund or ETF on the Fundamental service has a corresponding AJ Bell report that is updated quarterly. This report contains key information on the fund or ETF, such as the latest positioning, performance and risk data and key information on areas like charges and ESG factors. All of these reports have been updated to help you with your research due diligence.

Other news

We are constantly researching the investment universe to ensure that the Fundamentals list contains a wide range of high-quality managers. Keep checking back on our website to see our latest ideas and updates.

We love to get your feedback on the Fundamentals service, so if you have any thoughts you’d like to share with us, please let us know.

Profile Picture
Ryan Hughes

Ryan Hughes

Job Title
Head of Investment Research

Ryan started his career in 1999 working for an independent financial adviser, progressing to become Head of Portfolio Management at an award-winning advisory firm. Moving on to a global asset management firm as a Fund Manager, he oversaw more than £10bn of multi-asset portfolios, and also sat on the Investment and Global Asset Allocation Committees. After seven years, Ryan joined a small multi-asset boutique managing portfolios for clients all around the world, before joining AJ Bell three years later to help establish our investment capability. As Head of Investment Research, Ryan now oversees all investment research covering active and rules-based solutions.

Financial adviser verification

This area of the website is intended for financial advisers and other financial professionals only. If you are a customer of AJ Bell Investcentre, please click ‘Go to the customer area’ below. 

We will remember your preference, so you should only be asked to select the appropriate website once per device.

Scroll to Top