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 44.00 6.77 16.48 Specialist active growth 6451130268 gt1bn Annually
Lazard Emerging Markets 0.87 lt1 10.52 4.47 3.88 Emerging markets active growth 682635683 lt1bn Semi-annually
Barings Europe Select 0.81 lt1 1.11 -2.29 4.07 Europe ex UK active growth 620274359 lt1bn Semi-annually
abrdn Global Smaller Companies 0.94 lt1 2.86 -5.48 3.42 Global active growth 990494942 lt1bn Annually
Allianz Strategic Bond 0.44 ltpt5 -9.96 -10.51 -0.54 Strategic bonds active income, growth 1037742607 gt1bn Semi-annually
Artemis US Select 0.85 lt1 37.76 9.40 13.42 North America active growth 1606638681 gt1bn Annually
Artemis US Smaller Companies 0.87 lt1 25.87 0.75 9.86 North America active growth 935703624 lt1bn Annually
Baillie Gifford Global Alpha Growth 0.59 lt1 14.59 -1.25 8.50 Global active growth 2786380005 gt1bn Semi-annually
Baillie Gifford Japanese 0.62 lt1 1.96 -4.88 2.54 Japan active growth 1770863999 gt1bn Annually
BlackRock Continental European Income 0.91 lt1 4.68 5.23 8.61 Europe ex UK active income, growth 1540561953 gt1bn Quarterly
BlackRock European Dynamic 0.91 lt1 12.65 5.23 13.24 Europe ex UK active growth 4724360226 gt1bn Annually
BlackRock Gold & General 1.16 lt1pt5 -5.82 -1.30 9.00 Specialist active growth 914072664 lt1bn Annually
CT Responsible Sterling Corporate Bond Inc 0.56 lt1 3.97 -4.65 -0.94 Responsible active income, growth 256160947 lt500m Semi-annually
WS Evenlode Income 0.87 lt1 -1.33 4.29 4.45 UK equity income active income, growth 3301820358 gt1bn Quarterly
Fidelity Asia 0.93 lt1 -1.62 -7.99 1.24 Asia (ex Japan) active growth 2611999188 gt1bn Annually
Fidelity Emerging Markets 0.94 lt1 5.55 -8.34 1.48 Emerging markets active growth 1586519382 gt1bn Annually
First Sentier Global Listed Infrastructure 0.80 lt1 -6.62 2.88 3.67 Specialist active income, growth 1344092375 gt1bn
FTF Martin Currie UK Smaller Companies 0.82 lt1 4.74 -7.92 2.05 UK smaller companies active growth 155631219 lt500m Semi-annually
Invesco Asian 0.90 lt1 -1.72 -0.49 5.33 Asia (ex Japan) active growth 2257011692 gt1bn Annually
Lyxor FTSE Actuaries UK Gilts Inflation-Linked ETF 0.07 ltpt5 -4.39 -10.93 -5.22 UK government bonds tracker income, growth 70694909 lt100m Semi-annually
Artemis Corporate Bond 0.37 ltpt5 6.53 -2.26 UK corporate bonds active income, growth 1487648279 gt1bn Quarterly
JPM Emerging Markets Income Inc 0.88 lt1 5.68 1.60 5.14 Emerging markets active income, growth 930872492 lt1bn Quarterly
JPM US Equity Income 0.77 lt1 7.13 8.08 9.06 North America active income, growth 3661929786 gt1bn Quarterly
Jupiter Asian Income 1.01 lt1pt5 8.74 6.49 8.07 Asia (ex Japan) active income, growth 1486250184 gt1bn Quarterly
Jupiter Japan Income 0.98 lt1 8.51 1.41 6.70 Japan active income, growth 1201744670 gt1bn Semi-annually
TM Tellworth UK Smaller Companies 0.99 lt1 9.37 -5.84 3.29 UK smaller companies active growth 123168547 lt500m Semi-annually
Liontrust Sustainable Future Global Growth 0.85 lt1 14.09 1.60 9.73 Responsible active growth 1604822397 gt1bn Semi-annually
Liontrust Sustainable Future UK Growth 0.83 lt1 3.27 -6.58 1.02 Responsible active growth 630982765 lt1bn Semi-annually
M&G Emerging Markets Bond 0.70 lt1 7.10 2.44 2.56 Emerging markets bonds active income, growth 1977775147 gt1bn Semi-annually
Man GLG Income Professional 0.90 lt1 10.05 8.33 5.17 UK equity income active income, growth 1517720288 gt1bn Monthly
Man GLG Undervalued Assets 0.90 lt1 13.91 8.83 4.31 UK equity active growth 1417115724 gt1bn Semi-annually
Montanaro UK Income 0.84 lt1 2.53 -2.71 1.97 UK equity income active income, growth 563971428 lt1bn Quarterly
Polar Capital Global Insurance 0.83 lt1 15.25 13.94 11.06 Specialist active growth 2167523450 gt1bn -
Royal London Sustainable Leaders 0.61 lt1 5.54 5.29 8.23 Responsible active growth 3160206953 gt1bn Semi-annually
Royal London Corporate Bond 0.35 ltpt5 7.99 -1.52 1.63 UK corporate bonds active income, growth 1312131679 gt1bn Quarterly
Schroder Global Recovery 0.87 lt1 4.68 7.63 7.09 Global active growth 625844985 lt1bn Annually
Stewart Investors Asia Pacific Leaders Sustainability 0.84 lt1 3.26 1.19 5.83 Asia (ex Japan) active growth 6544793219 gt1bn Semi-annually
Stewart Investors Worldwide Sustainability 0.67 lt1 -0.07 -0.33 5.64 Responsible active growth 469711564 lt500m
WS Evenlode Global Income 0.84 lt1 1.02 5.10 7.55 Global equity income active income, growth 1837926767 gt1bn Quarterly
Schroder European 0.77 lt1 2.03 2.56 6.31 Europe ex UK active growth 554264689 lt1bn Annually
iShares Japan Equity Index (UK) D Acc 0.08 ltpt5 16.28 4.20 6.99 Japan tracker growth 3041442395 gt1bn Semi-annually
Fidelity Index World Acc 0.12 ltpt5 18.51 9.37 11.79 Global tracker growth 7707359193 gt1bn Annually
iShares UK Equity Index (UK) D Acc 0.05 ltpt5 3.66 6.03 4.60 UK equity tracker growth 11341821457 gt1bn Semi-annually
iShares Automation & Robotics ETF 0.40 ltpt5 15.12 3.11 10.67 Specialist tracker growth 3572006262 gt1bn -
iShares Core FTSE 100 ETF GBP Dist 0.07 ltpt5 3.39 7.58 4.72 UK equity tracker growth 11771772986 gt1bn Quarterly
iShares Core Global Aggregate Bond ETF GBP Hedged 0.10 ltpt5 2.14 -2.92 -0.56 Global bonds tracker income, growth 8760981088 gt1bn Semi-annually
iShares Core MSCI EM IMI ETF USD Acc 0.18 ltpt5 4.28 -2.36 2.52 Emerging markets tracker growth 19903165162 gt1bn -
iShares Core S&P 500 ETF USD Acc 0.07 ltpt5 22.44 11.58 14.22 North America tracker growth 82512653852 gt1bn -
iShares MSCI Target UK Real Estate ETF 0.40 ltpt5 -0.30 -3.60 -1.12 Property tracker income, growth 111571168 lt500m Quarterly
Lyxor Core UK Equity All Cap ETF 0.04 ltpt5 3.16 6.09 4.08 UK equity tracker growth 382347879 lt500m Semi-annually
Lyxor FTSE Actr UK Gilts (DR) ETF D GBP 0.05 ltpt5 -1.13 -8.50 -3.92 UK government bonds tracker income, growth 927414081 lt1bn Semi-annually
Lyxor FTSE Actr UK Gilts 0-5Y (DR) ETF D GBP 0.05 ltpt5 2.71 -0.79 -0.15 UK government bonds tracker income, growth 320304733 lt500m Annually
Vanguard FTSE Developed Asia Pacific ex Japan ETF 0.15 ltpt5 -2.70 -2.37 Asia (ex Japan) tracker growth 1350844832 gt1bn -
Vanguard FTSE 250 ETF 0.10 ltpt5 4.03 -2.32 2.03 UK equity tracker growth 1881344716 gt1bn Quarterly
Vanguard FTSE Developed Europe ex UK ETF 0.10 ltpt5 7.23 6.25 8.43 Europe ex UK tracker growth 2570432931 gt1bn Quarterly
Vanguard USD Emerging Markets Government Bond ETF 0.25 ltpt5 5.66 1.22 1.54 Emerging markets bonds tracker income, growth 881555434 lt1bn Monthly
WS Amati UK Smaller Companies 0.86 lt1 -2.54 -11.80 -0.11 UK smaller companies active growth 462031425 lt500m Semi-annually
Schroder Global Equity Income 0.87 lt1 0.32 6.64 5.43 Global equity income active income, growth 281500766 lt500m Semi-annually
LF Lightman European Acc 0.80 lt1 -0.14 5.78 7.32 Europe ex UK active growth 681186120 lt1bn Annually
BlackRock UK Special Situations 0.91 lt1 1.41 -1.88 2.19 UK equity active growth 429829477 lt500m Semi-annually
HSBC FTSE All-World Index Tracker Fund C Acc 0.12 ltpt5 16.74 7.81 10.64 Global tracker growth 4327266740 gt1bn Annually
iShares MSCI World SRI ETF 0.20 ltpt5 11.75 7.41 Responsible tracker growth, Responsible Growth 9860160025 gt1bn -
iShares Physical Gold ETC 0.00 gt1pt5 18.81 14.04 14.24 Specialist tracker growth 186486842 lt500m -
Invesco High Yield UK Income 0.55 lt1 11.83 2.18 3.55 High yield bonds active income, growth 350196353 lt500m Quarterly
Liontrust UK Growth Inc 0.82 lt1 2.08 5.57 4.61 UK equity active growth 1036435139 gt1bn Annually
Blackrock UK Income Acc 0.80 lt1 3.49 5.97 5.39 UK equity income active income, growth 651703725 lt1bn Quarterly
Trojan Fund Inc 0.86 lt1 2.46 3.26 5.46 Absolute return active growth 5344230815 gt1bn Annually
Blackrock Sterling Liqudity Inc 0.10 ltpt5 4.68 2.29 1.53 GBP cash active income, growth 40608937342 gt1bn Monthly
JPM Global Equity Income Acc 0.90 lt1 8.95 10.02 12.02 Global equity income active income 706958392 lt1bn Quarterly
Blackrock UK Income Inc 0.80 lt1 3.49 5.97 5.39 UK equity income active income 651703725 lt1bn Quarterly
JPM Emerging Markets Income Acc 0.90 lt1 5.67 1.62 5.14 Emerging markets active income 930872492 lt1bn Quarterly
Invesco High Yield UK Acc 0.55 lt1 13.77 2.78 3.90 High yield bonds active income, growth 350196353 lt500m Quarterly
Trojan Fund Acc 0.86 lt1 2.45 3.25 5.46 Absolute return active growth 5344230815 gt1bn Annually
Blackrock Sterling Liqudity Acc 0.10 ltpt5 5.20 2.54 1.67 GBP cash active income, growth 40608937342 gt1bn -
JPM Global Equity Income Inc 0.90 lt1 8.92 9.98 11.99 Global equity income active income 706958392 lt1bn Quarterly
TwentyFour Corporate Bond Acc 0.36 ltpt5 6.52 -3.59 0.02 UK corporate bonds active income, growth 1212686509 gt1bn Quarterly
Artemis Strategic Bond Acc 0.59 lt1 5.21 -1.32 1.19 Strategic bonds active income, growth 914863703 lt1bn Quarterly
HSBC MSCI China UCITS ETF Acc 0.28 ltpt5 -16.62 Asia (ex Japan) tracker growth 758513803 lt1bn -
State Street Global High Yield Bond Screened Index Fund 0.29 ltpt5 8.05 High yield bonds tracker growth 880885995 lt1bn Annually
iShares MSCI World Islamic ETF 0.30 ltpt5 12.80 10.50 10.20 Specialist tracker growth 569990499 lt1bn Semi-annually
Trojan Ethical Fund 0.87 lt1 4.98 3.40 Absolute return active growth 803770908 lt1bn Annually
iShares Corporate Bond Index (UK) D Inc 0.11 ltpt5 4.25 -4.09 -0.50 UK corporate bonds tracker income 4763853960 gt1bn Monthly
Artemis Strategic Bond Inc 0.59 lt1 5.23 -1.31 1.19 Strategic bonds active income 914863703 lt1bn Quarterly
TwentyFour Corporate Bond Inc 0.36 ltpt5 6.53 -3.58 0.02 UK corporate bonds active income 1212686509 gt1bn Quarterly
Man GLG Income Professional Acc 0.90 lt1 10.04 8.34 5.17 UK equity income active growth 1517720288 gt1bn Monthly

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