Fundamentals – Q4 2023

2 months ago

Fundamentals is an information-only service, designed to help you keep 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 a number of changes to our research lists in recent weeks. In this Q4 2023 analysis update you‘ll discover:

  • Details of the changes in Fundamentals
  • Meeting notes
  • Fundamentals reports
  • More news from the team

Changes in Fundamentals:

In Q4 2023 no funds were added to the Fundamentals research list, and one fund was removed.

Funds Removed Funds Added
JOHCM UK Dynamic N/A

Meeting notes:

One of the advantages of the Fundamentals service is the regular updates from meetings the Investments Team has with the underlying fund managers. The related reports and assessments are updated at least once a year.

During Q4 2023, 31 funds were reviewed and their commentary updated. These are outlined in the table below:

Funds updated in the past quarter  
abrdn Global Smaller Companies JP Morgan Global Equity Income
WS Amati UK Smaller Companies JP Morgan US Equity Income
Artemis Corporate Bond Jupiter UK Special Situations
Baillie Gifford Global Alpha Growth M&G Emerging Market Bond
Baillie Gifford Japanese Man GLG Income Professional
BlackRock Continental European Income Man GLG Undervalued Assets
Blackrock European Dynamic Montanaro UK Income Inc
Blackrock Gold & General Polar Capital Global Technology
BlackRock ICS Sterling Liq Premier Royal London Corporate Bond
BlackRock UK Special Situations Schroder European
WS Evenlode Income Inc Schroder Global Equity Income
Fidelity Global Special Situations Schroder Global Recovery
Fidelity Asia Stewart Investors Worldwide Sustainability
Invesco High Yield UK Inc TM Tellworth UK Smaller Companies
JP Morgan Emerging Markets Income  

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 on the Fundamentals service has an AJ Bell report and performance charts, a factsheet, and KIID. These reports contain key information, such as:

  • the latest positioning
  • performance and risk data
  • charges
  • ESG data

Head over to Fundamentals to view the latest reports, designed to help you with your research due diligence.


More news from the team

Fundamentals is updated alongside our AJ Bell Funds and MPS portfolios. These Q4 2023 performance reports are available to download via portfolio literature on The Investment Asset, our hub of investment news and updates from our Investments Team.

Here you can join AJ Bell Investments Managing Director, Ryan Hughes, and our Director of Personal Finance, Laura Suter, in their Q&A session as they discuss market performance over the last quarter, and portfolio changes made for 2024. You’ll also find quick links to download key portfolio documents, and factsheets specific to our range of funds and portfolios.

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.

Do you have a question specific to one of our AJ Bell Funds or MPS portfolios? Our team of Investment Business Development Managers is ready to help. Find your regional contact over on our contact page below.


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