Fundamentals

With literally thousands of different investments available to choose from across multiple sectors, regions and asset classes, the task of researching, selecting and monitoring investment funds is almost a full-time job.

Fundamentals provides you with access to the full investment research capability of the AJ Bell Investments team to identify those funds and ETFs, both active and passive, that they believe have the potential to achieve their stated investment objective.

 
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Research list

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Fund type
OCF
Fund size
Fund name OCF OCF range YTD return 3 year return 5 year return Category Type Goal Fund size Size range Income frequency Add to report
Polar Capital Global Technology 1.12 lt1pt5 -12.67 13.62 18.03 Specialist active growth 4871178683 gt1bn Annually
Lazard Emerging Markets 0.93 lt1 -4.38 1.19 0.39 Emerging markets active growth 342954690 lt500m Semi-annually
Barings Europe Select 0.80 lt1 -20.06 1.00 2.94 Europe ex UK active growth 758279507 lt1bn Semi-annually
Aberdeen Standard Investments Global Smaller Companies 0.95 lt1 -23.21 3.74 6.19 Global active growth 1156920826 gt1bn Annually
Allianz Strategic Bond 0.43 ltpt5 -12.37 3.31 4.61 Strategic bonds active income, growth 2282716814 gt1bn Semi-annually
Artemis Strategic Bond 0.57 lt1 -7.50 0.07 1.22 Strategic bonds active income, growth 1295678148 gt1bn Quarterly
Artemis US Select 0.85 lt1 -1.74 8.72 13.24 North America active growth 2228833588 gt1bn Annually
Artemis US Smaller Companies 0.89 lt1 -11.32 7.36 11.97 North America active growth 1205036410 gt1bn Annually
Baillie Gifford Global Alpha Growth 0.60 lt1 -18.61 6.96 9.10 Global active growth 3350346001 gt1bn Semi-annually
Baillie Gifford High Yield Bond 0.37 ltpt5 -10.88 -1.04 0.96 High yield bonds active income, growth 649155999 lt1bn Quarterly
Baillie Gifford Japanese 0.62 lt1 -12.48 1.88 3.63 Japan active growth 2833728997 gt1bn Annually
BlackRock Continental European Income 0.91 lt1 -5.86 5.57 4.82 Europe ex UK active income, growth 1560917030 gt1bn Quarterly
BlackRock European Dynamic 0.91 lt1 -21.49 8.58 7.89 Europe ex UK active growth 4718786063 gt1bn Annually
BlackRock Gold & General 1.17 lt1pt5 -11.65 -4.32 2.50 Specialist active growth 1155545651 gt1bn Annually
BMO Responsible Sterling Corporate Bond 0.55 lt1 -12.85 -2.45 -0.07 Responsible active income, growth 276199188 lt500m Semi-annually
TB Evenlode Income 0.87 lt1 4.85 3.19 7.00 UK equity income active income, growth 3339541776 gt1bn Quarterly
Fidelity Asia 0.94 lt1 -15.36 2.75 4.19 Asia (ex Japan) active growth 3554136189 gt1bn Annually
Fidelity Emerging Markets 0.95 lt1 -24.67 0.22 1.92 Emerging markets active growth 2407115642 gt1bn Annually
Fidelity Global Special Situations 0.92 lt1 -1.13 9.38 9.32 Global active growth 3027712939 gt1bn Annually
Fidelity Strategic Bond 0.60 lt1 -13.06 -1.41 0.26 Strategic bonds active income, growth 738450779 lt1bn Monthly
First Sentier Global Listed Infrastructure 0.80 lt1 19.93 5.47 7.26 Specialist active income, growth 1690814828 gt1bn
Franklin UK Mid Cap 0.82 lt1 -17.04 2.14 2.67 UK equity active growth 790766725 lt1bn Semi-annually
Franklin UK Smaller Companies 0.83 lt1 -23.97 8.05 5.05 UK smaller companies active growth 229767396 lt500m Semi-annually
Invesco Asian 0.90 lt1 3.22 9.04 5.52 Asia (ex Japan) active growth 1756243285 gt1bn Annually
Lyxor FTSE Actuaries UK Gilts Inflation-Linked ETF 0.07 ltpt5 -18.85 -3.80 0.14 UK government bonds tracker income, growth 64561389 lt100m Semi-annually
JO Hambro UK Dynamic 0.67 lt1 3.47 4.94 3.40 UK equity active growth 1221466694 gt1bn
Artemis Corporate Bond 0.39 ltpt5 -11.21 UK corporate bonds active income, growth 716640812 lt1bn Quarterly
Janus Henderson UK Absolute Return 1.07 lt1pt5 -2.15 2.40 1.57 Absolute return active growth 1273844150 gt1bn Semi-annually
JPM Emerging Markets Income 0.90 lt1 -7.96 3.84 5.02 Emerging markets active income, growth 627508012 lt1bn Quarterly
JPM US Equity Income 0.78 lt1 15.06 10.23 11.73 North America active income, growth 4015138965 gt1bn Quarterly
Jupiter Asian Income 1.01 lt1pt5 10.15 8.59 7.52 Asia (ex Japan) active income, growth 943886113 lt1bn Quarterly
Jupiter Japan Income 0.98 lt1 -6.00 3.44 5.96 Japan active income, growth 908253048 lt1bn Semi-annually
Jupiter UK Special Situations 0.76 lt1 8.31 6.22 4.23 UK equity active growth 1972857154 gt1bn Semi-annually
LF Tellworth UK Smaller Companies 0.96 lt1 -20.67 5.30 UK smaller companies active growth 388411920 lt500m Semi-annually
Liontrust Sustainable Future Global Growth 0.88 lt1 -12.94 10.26 12.26 Responsible active growth 1651351295 gt1bn Semi-annually
Liontrust Sustainable Future UK Growth 0.87 lt1 -21.14 1.33 3.93 Responsible active growth 850881797 lt1bn Semi-annually
M&G Emerging Markets Bond 0.68 lt1 -4.18 -3.42 1.28 Emerging markets bonds active income, growth 1094734923 gt1bn Semi-annually
Man GLG Income 0.90 lt1 4.01 5.12 4.24 UK equity income active income, growth 1552680975 gt1bn Monthly
Man GLG Undervalued Assets 0.90 lt1 0.90 3.31 2.16 UK equity active growth 1204684976 gt1bn Semi-annually
Montanaro UK Income 0.83 lt1 -17.60 5.08 3.65 UK equity income active income, growth 693183152 lt1bn Quarterly
Ninety One UK Alpha 0.73 lt1 -5.03 0.93 1.84 UK equity active growth 1198270754 gt1bn Annually
Polar Capital Global Insurance 0.83 lt1 16.37 5.56 9.01 Specialist active growth 2113314475 gt1bn -
Royal London Sustainable Leaders 0.61 lt1 -2.33 7.65 9.35 Responsible active growth 3179630823 gt1bn Semi-annually
Royal London UK Corporate Bond 0.41 ltpt5 -10.75 -0.11 1.68 UK corporate bonds active income, growth 1280153029 gt1bn Quarterly
Schroder Global Recovery 0.86 lt1 6.89 6.92 5.12 Global active growth 927081075 lt1bn Annually
Stewart Investors Asia Pacific Leaders Sustainability 0.84 lt1 -2.57 7.88 8.07 Asia (ex Japan) active growth 6700670473 gt1bn Semi-annually
Stewart Investors Worldwide Sustainability 0.66 lt1 -12.20 5.57 6.72 Responsible active growth 812198822 lt1bn
TB Evenlode Global Income 0.84 lt1 3.13 6.36 Global active income, growth 1804884534 gt1bn Quarterly
Threadneedle UK Equity Income 0.82 lt1 3.22 6.09 4.45 UK equity income active income, growth 3760282323 gt1bn Quarterly
Trojan Global Income 0.90 lt1 9.86 6.70 8.64 Global active income, growth 810619573 lt1bn Quarterly
Trojan Income 0.86 lt1 -3.02 0.39 1.71 UK equity income active income, growth 1826351988 gt1bn Semi-annually
TwentyFour Corporate Bond 0.34 ltpt5 -14.81 -2.86 -0.32 UK corporate bonds active income, growth 1241738976 gt1bn Quarterly
Schroder European 0.78 lt1 -9.95 4.57 2.97 Europe ex UK active growth 1033952497 gt1bn Annually
iShares Japan Equity Index (UK) D Acc 0.08 ltpt5 -4.25 2.93 3.55 Japan tracker growth 2636984878 gt1bn Semi-annually
Fidelity Index World P Acc 0.12 ltpt5 3.24 10.45 10.60 Global tracker growth 3802383970 gt1bn Annually
iShares UK Equity Index (UK) D Acc 0.05 ltpt5 4.67 4.65 3.93 UK equity tracker growth 11515365413 gt1bn Semi-annually
iShares Automation & Robotics ETF 0.40 ltpt5 -10.89 13.37 12.02 Specialist tracker growth 2967191489 gt1bn -
iShares Core £ Corp Bond ETF GBP Dist 0.20 ltpt5 -13.19 -2.32 0.19 UK corporate bonds tracker income, growth 1471708556 gt1bn Quarterly
iShares Core FTSE 100 ETF GBP Dist 0.07 ltpt5 8.97 4.65 4.08 UK equity tracker growth 10814949978 gt1bn Quarterly
iShares Core Global Aggregate Bond ETF GBP Hedged 0.10 ltpt5 -8.44 -1.95 Global bonds tracker income, growth 5939600967 gt1bn Semi-annually
iShares Core MSCI EM IMI ETF USD Acc 0.18 ltpt5 -8.72 3.81 3.07 Emerging markets tracker growth 15722532623 gt1bn -
iShares Core S&P 500 ETF USD Acc 0.07 ltpt5 8.07 13.90 14.12 North America tracker growth 56872625009 gt1bn -
iShares MSCI Target UK Real Estate ETF 0.40 ltpt5 -4.29 4.10 2.99 Property tracker income, growth 91064145 lt100m Quarterly
Lyxor Core UK Equity All Cap ETF 0.04 ltpt5 5.08 4.35 UK equity tracker growth 348167547 lt500m Semi-annually
Lyxor Core MSCI Japan ETF 0.12 ltpt5 -3.47 3.39 Japan tracker growth 215695122064 gt1bn -
Lyxor FTSE Actr UK Gilts (DR) ETF D GBP 0.05 ltpt5 -14.00 -3.91 -0.66 UK government bonds tracker income, growth 691837710 lt1bn Semi-annually
Lyxor FTSE Actr UK Gilts 0-5Y (DR) ETF D GBP 0.05 ltpt5 -2.95 -0.87 -0.30 UK government bonds tracker income, growth 271220900 lt500m Semi-annually
Vanguard FTSE Developed Asia Pacific ex Japan ETF 0.15 ltpt5 -4.62 Asia (ex Japan) tracker growth 882654015 lt1bn -
Vanguard FTSE 250 ETF 0.10 ltpt5 -11.79 4.18 2.86 UK equity tracker growth 1841454433 gt1bn Quarterly
Vanguard FTSE Developed Europe ex UK ETF 0.10 ltpt5 -7.62 5.13 4.61 Europe ex UK tracker growth 1572221098 gt1bn Quarterly
Vanguard USD Emerging Markets Government Bond ETF 0.25 ltpt5 -1.93 -3.27 1.50 Emerging markets bonds tracker income, growth 541544056 lt1bn Monthly
TB Amati UK Smaller Companies 0.84 lt1 -22.94 5.42 6.20 UK smaller companies active growth 846587856 lt1bn Semi-annually
Schroder Global Equity Income 0.87 lt1 7.71 5.88 5.33 Global active income, growth 270427009 lt500m Semi-annually
LF Lightman European R Acc 0.80 lt1 -0.24 7.83 Europe ex UK active growth 474129660 lt500m Annually
BlackRock UK Special Situations 0.90 lt1 -15.26 1.95 3.17 UK equity active growth 550014505 lt1bn Semi-annually
HSBC FTSE All-World Index Tracker Fund C Acc 0.13 ltpt5 1.74 9.49 9.52 Global tracker growth 2387880808 gt1bn Annually
iShares MSCI World SRI ETF 0.20 ltpt5 4.01 Responsible tracker growth, Responsible Growth 6196915540 gt1bn -
iShares Physical Gold ETC 0.00 gt1pt5 17.54 5.45 Specialist tracker growth 186486842 lt500m -

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