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 1.09 lt1pt5 10.30 27.41 25.66 Specialist active growth 9532719772 gt1bn Annually
Lazard Emerging Markets 0.97 lt1 22.48 6.82 3.39 Emerging markets active growth 486113466 lt500m Semi-annually
Barings Europe Select 0.81 lt1 16.67 12.21 9.96 Europe ex UK active growth 1440612725 gt1bn Semi-annually
Aberdeen Standard Investments Global Smaller Companies 0.95 lt1 18.23 16.75 15.94 Global active growth 1864359567 gt1bn Annually
Allianz Gilt Yield 0.32 ltpt5 -6.99 4.12 2.15 UK government bonds active income, growth 3026789286 gt1bn Semi-annually
Allianz Strategic Bond 0.42 ltpt5 -5.08 12.70 6.83 Strategic bonds active income, growth 3011913961 gt1bn Semi-annually
Artemis Strategic Bond 0.57 lt1 2.57 4.08 4.05 Strategic bonds active income, growth 1803433902 gt1bn Quarterly
Artemis US Select 0.85 lt1 13.68 17.03 16.20 North America active growth 2658966369 gt1bn Annually
Artemis US Smaller Companies 0.89 lt1 27.16 18.66 17.96 North America active growth 1235263823 gt1bn Annually
Baillie Gifford Global Alpha Growth 0.59 lt1 14.77 21.40 16.85 Global active growth 4614881357 gt1bn Semi-annually
Baillie Gifford High Yield Bond 0.37 ltpt5 5.69 4.69 4.82 High yield bonds active income, growth 939978032 lt1bn Quarterly
Baillie Gifford Japanese 0.61 lt1 6.46 8.47 9.22 Japan active growth 3597058198 gt1bn Annually
BlackRock Continental European Income 0.93 lt1 11.30 12.12 8.30 Europe ex UK active income, growth 1716491795 gt1bn Quarterly
BlackRock European Dynamic 0.92 lt1 24.88 21.97 16.38 Europe ex UK active growth 368432701 lt500m Annually
BlackRock Gold & General 1.17 lt1pt5 -21.12 17.36 3.72 Specialist active growth 1136199655 gt1bn Annually
BMO Responsible Sterling Corporate Bond 0.56 lt1 -1.87 4.26 2.90 Responsible active income, growth 292092783 lt500m Semi-annually
TB Evenlode Income 0.87 lt1 9.60 8.17 7.14 UK equity income active income, growth 3566679575 gt1bn Quarterly
Fidelity Asia 0.93 lt1 -0.17 13.38 9.93 Asia (ex Japan) active growth 4167985707 gt1bn Annually
Fidelity Emerging Markets 0.95 lt1 10.90 16.29 9.84 Emerging markets active growth 3191539632 gt1bn Annually
Fidelity Global Special Situations 0.92 lt1 16.45 13.66 12.13 Global active growth 3301812005 gt1bn Annually
Fidelity Strategic Bond 0.66 lt1 1.78 5.47 3.16 Strategic bonds active income, growth 1060470306 gt1bn Monthly
First Sentier Global Listed Infrastructure 0.80 lt1 7.85 7.87 5.19 Specialist active income, growth 1707976274 gt1bn
Franklin UK Mid Cap 0.82 lt1 32.36 9.49 9.40 UK equity active growth 1220078257 gt1bn Semi-annually
Franklin UK Smaller Companies 0.83 lt1 53.95 17.19 15.28 UK smaller companies active growth 359230738 lt500m Semi-annually
Invesco Asian 0.90 lt1 14.17 11.79 9.93 Asia (ex Japan) active growth 1662574105 gt1bn Annually
Lyxor FTSE Actuaries UK Gilts Inflation-Linked ETF 0.07 ltpt5 5.33 8.21 4.44 UK government bonds tracker income, growth 95176172 lt100m Semi-annually
JO Hambro UK Dynamic 0.66 lt1 43.28 3.41 5.56 UK equity active growth 1395525512 gt1bn Annually
Artemis Corporate Bond 0.39 ltpt5 3.13 UK corporate bonds active income, growth 579492481 lt1bn Quarterly
Janus Henderson UK Absolute Return 1.05 lt1pt5 4.05 3.09 2.30 Absolute return active growth 1491683641 gt1bn Semi-annually
JPM Emerging Markets Income 0.90 lt1 16.81 11.85 8.15 Emerging markets active income, growth 563719177 lt1bn Quarterly
JPM US Equity Income 0.78 lt1 20.24 11.23 10.47 North America active income, growth 3787148433 gt1bn Quarterly
Jupiter Asian Income 0.98 lt1 14.66 11.37 7.02 Asia (ex Japan) active income, growth 773249219 lt1bn Quarterly
Jupiter Japan Income 0.98 lt1 14.80 11.53 9.85 Japan active income, growth 908452758 lt1bn Semi-annually
Jupiter UK Special Situations 0.76 lt1 35.97 3.66 4.41 UK equity active growth 2046120499 gt1bn Semi-annually
LF Tellworth UK Smaller Companies 0.93 lt1 54.72 UK smaller companies active growth 481271180 lt500m Semi-annually
Liontrust Special Situations 0.82 lt1 22.81 10.57 9.75 UK equity active growth 6026149801 gt1bn Annually
Liontrust Sustainable Future Global Growth 0.88 lt1 17.61 23.87 18.05 Responsible active growth 1908678207 gt1bn Semi-annually
Liontrust Sustainable Future UK Growth 0.87 lt1 25.90 12.58 11.28 Responsible active growth 1167745440 gt1bn Semi-annually
M&G Emerging Markets Bond 0.70 lt1 -0.46 5.31 2.65 Emerging markets bonds active income, growth 1376189416 gt1bn Semi-annually
M&G Global Macro Bond 0.63 lt1 -6.20 4.63 1.28 Global bonds active income, growth 2151466993 gt1bn Quarterly
Man GLG Income 0.90 lt1 31.67 4.24 7.65 UK equity income active income, growth 1603131001 gt1bn Monthly
Man GLG Undervalued Assets 0.90 lt1 39.72 2.27 6.34 UK equity active growth 1469084171 gt1bn Semi-annually
Montanaro UK Income 0.84 lt1 30.70 12.49 10.45 UK equity income active income, growth 811767686 lt1bn Quarterly
Ninety One UK Alpha 0.73 lt1 15.76 4.57 4.60 UK equity active growth 1788377287 gt1bn Annually
Polar Capital Global Insurance 0.84 lt1 19.48 9.29 8.23 Specialist active growth 1821554612 gt1bn -
Royal London Sustainable Leaders 0.61 lt1 17.22 15.16 11.59 Responsible active growth 3143150417 gt1bn Semi-annually
Royal London UK Corporate Bond 0.41 ltpt5 3.92 6.20 4.84 UK corporate bonds active income, growth 1360475075 gt1bn Quarterly
Schroder Global Recovery 0.86 lt1 45.93 9.17 7.80 Global active growth 989880860 lt1bn Annually
Stewart Investors Asia Pacific Leaders Sustainability 0.84 lt1 16.94 14.91 9.70 Asia (ex Japan) active growth 7151263931 gt1bn Semi-annually
Stewart Investors Worldwide Sustainability 0.67 lt1 14.09 16.08 10.54 Responsible active growth 705545695 lt1bn
TB Evenlode Global Income 0.85 lt1 12.60 13.57 Global active income, growth 1391689566 gt1bn Quarterly
Threadneedle UK Equity Income 0.82 lt1 26.77 6.55 5.30 UK equity income active income, growth 3929134278 gt1bn Quarterly
Trojan Global Income 0.91 lt1 5.85 10.36 Global active income, growth 584219594 lt1bn Quarterly
Trojan Income 0.86 lt1 7.68 4.04 2.90 UK equity income active income, growth 2747861478 gt1bn Semi-annually
TwentyFour Corporate Bond 0.34 ltpt5 -0.50 4.10 3.36 UK corporate bonds active income, growth 1391934199 gt1bn Quarterly
Schroder European 0.78 lt1 17.50 10.13 8.33 Europe ex UK active growth 1261669658 gt1bn Annually
iShares Japan Equity Index (UK) D Acc 0.08 ltpt5 9.49 6.58 6.24 Japan tracker growth 2122844954 gt1bn Semi-annually
Fidelity Index World P Acc 0.12 ltpt5 19.21 14.74 12.05 Global tracker growth 3233856581 gt1bn Annually
iShares UK Equity Index (UK) D Acc 0.05 ltpt5 26.54 5.48 5.17 UK equity tracker growth 11090635145 gt1bn Semi-annually
iShares Automation & Robotics ETF 0.40 ltpt5 24.36 24.23 19.01 Specialist tracker growth 3771148774 gt1bn -
iShares Core £ Corp Bond ETF GBP Dist 0.20 ltpt5 -1.43 5.10 3.29 UK corporate bonds tracker income, growth 1926981946 gt1bn Quarterly
iShares Core FTSE 100 ETF GBP Dist 0.07 ltpt5 25.40 4.76 4.49 UK equity tracker growth 9899036607 gt1bn Quarterly
iShares Core Global Aggregate Bond ETF 0.10 ltpt5 -1.43 3.42 Global bonds tracker income, growth 5583300526 gt1bn Semi-annually
iShares Core MSCI EM IMI ETF USD Acc 0.18 ltpt5 10.89 10.49 7.14 Emerging markets tracker growth 18836479596 gt1bn -
iShares Core S&P 500 ETF USD Acc 0.07 ltpt5 21.50 17.21 14.77 North America tracker growth 53791100829 gt1bn -
iShares MSCI Target UK Real Estate ETF 0.40 ltpt5 19.80 6.61 4.94 Property tracker income, growth 90488433 lt100m Quarterly
Lyxor Core Morningstar UK ETF 0.04 ltpt5 27.17 5.03 UK equity tracker growth 265687898 lt500m Semi-annually
Lyxor Core MSCI Japan ETF 0.12 ltpt5 10.61 7.15 Japan tracker growth 222758685144 gt1bn -
Lyxor Core MSCI World ETF 0.12 ltpt5 20.86 14.78 Global tracker growth 1438200679 gt1bn -
Lyxor FTSE Actr UK Gilts (DR) ETF D GBP 0.07 ltpt5 -6.22 3.55 1.80 UK government bonds tracker income, growth 726512207 lt1bn Semi-annually
Lyxor FTSE Actr UK Gilts 0-5Y (DR) ETF D GBP 0.07 ltpt5 -1.42 0.52 0.22 UK government bonds tracker income, growth 162426772 lt500m Semi-annually
Vanguard FTSE Developed Asia Pacific ex Japan ETF 0.15 ltpt5 15.99 Asia (ex Japan) tracker growth 1089502947 gt1bn -
Vanguard FTSE 250 ETF 0.10 ltpt5 29.90 8.69 7.34 UK equity tracker growth 3520753573 gt1bn Quarterly
Vanguard FTSE Developed Europe ex UK ETF 0.10 ltpt5 19.78 12.14 9.17 Europe ex UK tracker growth 1732478691 gt1bn Quarterly
Vanguard USD Emerging Markets Government Bond ETF 0.25 ltpt5 -3.58 4.39 Emerging markets bonds tracker income, growth 746852210 lt1bn Monthly
TB Amati UK Smaller Companies 0.89 lt1 35.26 15.14 16.76 UK smaller companies active growth 1004069865 gt1bn Semi-annually
Schroder Global Equity Income 0.87 lt1 37.25 5.98 6.78 Global active income, growth 263339560 lt500m Semi-annually
LF Lightman European R Acc 0.80 lt1 36.57 Europe ex UK active growth 251408251 lt500m Annually

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