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 48.05 8.94 18.32 Specialist active growth 5866543488 gt1bn Annually
Lazard Emerging Markets 0.87 lt1 16.50 5.13 5.35 Emerging markets active growth 616524338 lt1bn Semi-annually
Barings Europe Select 0.81 lt1 8.47 0.25 5.20 Europe ex UK active growth 611236518 lt1bn Semi-annually
abrdn Global Smaller Companies 0.94 lt1 5.80 -2.64 5.35 Global active growth 988647038 lt1bn Annually
Allianz Strategic Bond 0.44 ltpt5 -9.98 -9.94 -0.41 Strategic bonds active income, growth 1389930156 gt1bn Semi-annually
Artemis US Select 0.85 lt1 42.62 11.16 14.66 North America active growth 1531370390 gt1bn Annually
Artemis US Smaller Companies 0.87 lt1 24.29 1.64 10.52 North America active growth 832811398 lt1bn Annually
Baillie Gifford Global Alpha Growth 0.60 lt1 19.35 0.22 9.95 Global active growth 2723315999 gt1bn Semi-annually
Baillie Gifford Japanese 0.62 lt1 7.07 -3.51 4.47 Japan active growth 1746694000 gt1bn Annually
BlackRock Continental European Income 0.91 lt1 15.67 7.39 9.56 Europe ex UK active income, growth 1516090389 gt1bn Quarterly
BlackRock European Dynamic 0.91 lt1 23.69 8.39 14.54 Europe ex UK active growth 4557182405 gt1bn Annually
BlackRock Gold & General 1.16 lt1pt5 -1.30 -1.92 6.31 Specialist active growth 775322183 lt1bn Annually
CT Responsible Sterling Corporate Bond Inc 0.56 lt1 4.42 -3.96 -0.59 Responsible active income, growth 256349821 lt500m Semi-annually
WS Evenlode Income 0.87 lt1 7.66 7.55 5.75 UK equity income active income, growth 3344305672 gt1bn Quarterly
Fidelity Asia 0.93 lt1 0.87 -7.89 2.40 Asia (ex Japan) active growth 2573095229 gt1bn Annually
Fidelity Emerging Markets 0.94 lt1 7.76 -7.84 3.12 Emerging markets active growth 1538280478 gt1bn Annually
Fidelity Global Special Situations 0.91 lt1 19.94 6.51 10.85 Global active growth 3065201629 gt1bn Annually
First Sentier Global Listed Infrastructure 0.80 lt1 -4.00 5.11 4.23 Specialist active income, growth 1325307595 gt1bn
FTF Martin Currie UK Smaller Companies 0.82 lt1 3.52 -6.45 2.69 UK smaller companies active growth 153593550 lt500m Semi-annually
Invesco Asian 0.90 lt1 2.01 0.43 6.73 Asia (ex Japan) active growth 2298452076 gt1bn Annually
Lyxor FTSE Actuaries UK Gilts Inflation-Linked ETF 0.07 ltpt5 -6.18 -10.84 -5.21 UK government bonds tracker income, growth 71366513 lt100m Semi-annually
Artemis Corporate Bond 0.37 ltpt5 6.83 -1.42 UK corporate bonds active income, growth 1445864523 gt1bn Quarterly
JPM Emerging Markets Income Inc 0.88 lt1 9.80 2.39 7.08 Emerging markets active income, growth 847209553 lt1bn Quarterly
JPM US Equity Income 0.77 lt1 10.02 9.63 10.02 North America active income, growth 3631969892 gt1bn Quarterly
Jupiter Asian Income 1.01 lt1pt5 10.39 7.29 9.65 Asia (ex Japan) active income, growth 1421368707 gt1bn Quarterly
Jupiter Japan Income 0.98 lt1 9.57 3.46 8.31 Japan active income, growth 1189289001 gt1bn Semi-annually
Jupiter UK Special Situations 0.76 lt1 5.57 8.50 6.18 UK equity active growth 2074780260 gt1bn Semi-annually
TM Tellworth UK Smaller Companies 1.06 lt1pt5 3.12 -5.43 3.06 UK smaller companies active growth 133663513 lt500m Semi-annually
Liontrust Sustainable Future Global Growth 0.85 lt1 20.31 4.57 11.28 Responsible active growth 1596707589 gt1bn Semi-annually
Liontrust Sustainable Future UK Growth 0.83 lt1 9.33 -4.54 2.23 Responsible active growth 622057972 lt1bn Semi-annually
M&G Emerging Markets Bond 0.70 lt1 7.42 3.21 3.26 Emerging markets bonds active income, growth 1977775147 gt1bn Semi-annually
Man GLG Income Professional 0.90 lt1 14.68 9.38 5.60 UK equity income active income, growth 1480454175 gt1bn Monthly
Man GLG Undervalued Assets 0.90 lt1 19.84 9.55 4.98 UK equity active growth 1375680587 gt1bn Semi-annually
Montanaro UK Income 0.84 lt1 7.52 -0.12 2.95 UK equity income active income, growth 552263601 lt1bn Quarterly
Polar Capital Global Insurance 0.83 lt1 18.89 16.27 12.67 Specialist active growth 2127987096 gt1bn -
Royal London Sustainable Leaders 0.61 lt1 13.03 7.88 9.03 Responsible active growth 3090330158 gt1bn Semi-annually
Royal London Corporate Bond 0.35 ltpt5 8.75 -0.69 2.06 UK corporate bonds active income, growth 1287945654 gt1bn Quarterly
Schroder Global Recovery 0.87 lt1 11.09 8.59 8.17 Global active growth 584242047 lt1bn Annually
Stewart Investors Asia Pacific Leaders Sustainability 0.84 lt1 4.52 2.30 6.52 Asia (ex Japan) active growth 6610103751 gt1bn Semi-annually
Stewart Investors Worldwide Sustainability 0.67 lt1 6.97 2.44 6.69 Responsible active growth 459567376 lt500m
WS Evenlode Global Income 0.84 lt1 10.50 8.52 9.21 Global equity income active income, growth 1840046971 gt1bn Quarterly
Schroder European 0.77 lt1 10.24 5.04 7.89 Europe ex UK active growth 604841185 lt1bn Annually
iShares Japan Equity Index (UK) D Acc 0.08 ltpt5 20.61 5.14 8.05 Japan tracker growth 2888748620 gt1bn Semi-annually
Fidelity Index World Acc 0.12 ltpt5 24.48 11.43 12.75 Global tracker growth 7188964776 gt1bn Annually
iShares UK Equity Index (UK) D Acc 0.05 ltpt5 8.42 6.95 5.01 UK equity tracker growth 10760117734 gt1bn Semi-annually
iShares Automation & Robotics ETF 0.40 ltpt5 24.57 6.91 13.89 Specialist tracker growth 3845052469 gt1bn -
iShares Core FTSE 100 ETF GBP Dist 0.07 ltpt5 9.28 8.43 5.10 UK equity tracker growth 11494064670 gt1bn Quarterly
iShares Core Global Aggregate Bond ETF GBP Hedged 0.10 ltpt5 2.35 -2.56 -0.30 Global bonds tracker income, growth 9025351507 gt1bn Semi-annually
iShares Core MSCI EM IMI ETF USD Acc 0.18 ltpt5 9.21 -1.87 3.60 Emerging markets tracker growth 19898485775 gt1bn -
iShares Core S&P 500 ETF USD Acc 0.07 ltpt5 26.90 13.71 15.11 North America tracker growth 82985582264 gt1bn -
iShares MSCI Target UK Real Estate ETF 0.40 ltpt5 1.41 -2.29 -1.24 Property tracker income, growth 111092133 lt500m Quarterly
Lyxor Core UK Equity All Cap ETF 0.04 ltpt5 8.72 7.05 4.38 UK equity tracker growth 362289698 lt500m Semi-annually
Lyxor FTSE Actr UK Gilts (DR) ETF D GBP 0.05 ltpt5 -2.52 -8.01 -3.70 UK government bonds tracker income, growth 887328410 lt1bn Semi-annually
Lyxor FTSE Actr UK Gilts 0-5Y (DR) ETF D GBP 0.05 ltpt5 2.25 -0.74 -0.13 UK government bonds tracker income, growth 309879096 lt500m Annually
Vanguard FTSE Developed Asia Pacific ex Japan ETF 0.15 ltpt5 4.68 -0.10 Asia (ex Japan) tracker growth 1303325632 gt1bn -
Vanguard FTSE 250 ETF 0.10 ltpt5 8.70 -0.64 2.54 UK equity tracker growth 1775889128 gt1bn Quarterly
Vanguard FTSE Developed Europe ex UK ETF 0.10 ltpt5 18.74 9.11 9.85 Europe ex UK tracker growth 2386955877 gt1bn Quarterly
Vanguard USD Emerging Markets Government Bond ETF 0.25 ltpt5 2.23 1.27 1.74 Emerging markets bonds tracker income, growth 882815206 lt1bn Monthly
WS Amati UK Smaller Companies 0.86 lt1 -2.01 -10.96 0.20 UK smaller companies active growth 462031425 lt500m Semi-annually
Schroder Global Equity Income 0.87 lt1 7.39 7.68 6.70 Global equity income active income, growth 272898003 lt500m Semi-annually
LF Lightman European Acc 0.80 lt1 3.01 6.46 Europe ex UK active growth 681365300 lt1bn Annually
BlackRock UK Special Situations 0.91 lt1 5.37 -0.12 2.92 UK equity active growth 416296354 lt500m Semi-annually
HSBC FTSE All-World Index Tracker Fund C Acc 0.12 ltpt5 22.16 9.61 11.69 Global tracker growth 3914390267 gt1bn Annually
iShares MSCI World SRI ETF 0.20 ltpt5 18.95 10.12 Responsible tracker growth, Responsible Growth 10134383875 gt1bn -
iShares Physical Gold ETC 0.00 gt1pt5 5.56 10.78 11.46 Specialist tracker growth 186486842 lt500m -
Invesco High Yield UK Income 0.55 lt1 11.28 2.87 4.14 High yield bonds active income, growth 342607984 lt500m Quarterly
Liontrust UK Growth Inc 0.82 lt1 7.78 7.10 5.50 UK equity active growth 1003085165 gt1bn Annually
Blackrock UK Income Acc 0.80 lt1 7.77 6.86 5.58 UK equity income active income, growth 510177120 lt1bn Quarterly
Trojan Fund Inc 0.86 lt1 2.72 4.17 5.40 Absolute return active growth 5450323404 gt1bn Annually
Blackrock Sterling Liqudity Inc 0.10 ltpt5 4.75 2.19 1.49 GBP cash active income, growth 40800727834 gt1bn Monthly
JPM Global Equity Income Acc 0.90 lt1 13.48 11.79 13.33 Global equity income active income 676958660 lt1bn Quarterly
Blackrock UK Income Inc 0.80 lt1 6.00 6.26 5.24 UK equity income active income 510177120 lt1bn Quarterly
JPM Emerging Markets Income Acc 0.90 lt1 9.75 2.39 7.06 Emerging markets active income 847209553 lt1bn Quarterly
Invesco High Yield UK Acc 0.55 lt1 13.21 3.47 4.49 High yield bonds active income, growth 342607984 lt500m Quarterly
Trojan Fund Acc 0.86 lt1 2.72 4.17 5.39 Absolute return active growth 5450323404 gt1bn Annually
Blackrock Sterling Liqudity Acc 0.10 ltpt5 5.12 2.38 1.59 GBP cash active income, growth 40800727834 gt1bn -
JPM Global Equity Income Inc 0.90 lt1 13.45 11.76 13.30 Global equity income active income 676958660 lt1bn Quarterly
TwentyFour Corporate Bond Acc 0.36 ltpt5 7.18 -2.88 0.42 UK corporate bonds active income, growth 1214222210 gt1bn Quarterly
Artemis Strategic Bond Acc 0.59 lt1 5.99 -0.52 1.73 Strategic bonds active income, growth 934125658 lt1bn Quarterly
HSBC MSCI China UCITS ETF Acc 0.28 ltpt5 -15.93 Asia (ex Japan) tracker growth 783831886 lt1bn -
State Street Global High Yield Bond Screened Index Fund 0.29 ltpt5 12.48 High yield bonds tracker growth 478194328 lt500m Annually
iShares MSCI World Islamic ETF 0.30 ltpt5 19.12 11.92 10.81 Specialist tracker growth 560110281 lt1bn Semi-annually
Trojan Ethical Fund 0.87 lt1 4.86 4.16 Absolute return active growth 811997462 lt1bn Annually
iShares Corporate Bond Index (UK) D Inc 0.11 ltpt5 4.42 -3.50 -0.23 UK corporate bonds tracker income 4730881201 gt1bn Monthly
Artemis Strategic Bond Inc 0.59 lt1 5.99 -0.52 1.73 Strategic bonds active income 934125658 lt1bn Quarterly
TwentyFour Corporate Bond Inc 0.36 ltpt5 7.17 -2.88 0.42 UK corporate bonds active income 1214222210 gt1bn Quarterly

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