Fundamentals update – Q1 2021

1 year ago

Welcome to the latest update for our recently launched Fundamentals service. This update is designed to keep you up to date with what’s been happening this quarter within Fundamentals to support you with your investment research.

As a reminder, Fundamentals is designed to help you with researching, selecting and monitoring investment funds 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.

Changes since the launch of Fundamentals

Over the course of the first quarter of 2021, there has been one new addition made to Fundamentals:

  • Schroder Global Equity Income has been added to provide additional choice within the global equity income sector. The fund has a focus on value investing, specifically companies that are out of favour but are still able to pay healthy dividends over the long term.

Since our last update, no funds have been removed from Fundamentals.

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, 10 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 seen in the past quarter  
Troy Trojan Income Lazard Emerging Markets
M&G Global Macro Bond Troy Global Income
Montanaro UK Income Invesco Asian
Allianz Strategic Bond Evenlode Global Income
Liontrust Sustainable Future Global Allianz Gilt Yield

AJ Bell reports

Each fund or ETF within Fundamentals 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 such as charges and ESG data. 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 getting 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