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 31.30 3.61 17.23 Specialist active growth 4906686184 gt1bn Annually
Lazard Emerging Markets 0.89 lt1 14.16 6.84 4.83 Emerging markets active growth 486470246 lt500m Semi-annually
Barings Europe Select 0.81 lt1 3.16 -0.37 4.31 Europe ex UK active growth 572010994 lt1bn Semi-annually
abrdn Global Smaller Companies 0.94 lt1 -3.58 -5.07 3.75 Global active growth 872715794 lt1bn Annually
Allianz Strategic Bond 0.44 ltpt5 -8.89 -10.83 1.37 Strategic bonds active income, growth 1551639376 gt1bn Semi-annually
Artemis US Select 0.85 lt1 13.18 7.76 11.95 North America active growth 1308583487 gt1bn Annually
Artemis US Smaller Companies 0.87 lt1 -6.59 0.09 6.72 North America active growth 726150212 lt1bn Annually
Baillie Gifford Global Alpha Growth 0.60 lt1 5.14 -0.82 8.82 Global active growth 2504691002 gt1bn Semi-annually
Baillie Gifford Japanese 0.62 lt1 -2.65 -4.24 2.09 Japan active growth 1949458002 gt1bn Annually
BlackRock Continental European Income 0.92 lt1 9.67 4.42 8.13 Europe ex UK active income, growth 1369548316 gt1bn Quarterly
BlackRock European Dynamic 0.92 lt1 15.48 4.68 12.82 Europe ex UK active growth 3631904517 gt1bn Annually
BlackRock Gold & General 1.16 lt1pt5 1.01 -6.61 7.74 Specialist active growth 899658981 lt1bn Annually
CT Responsible Sterling Corporate Bond Inc 0.56 lt1 2.52 -5.89 -0.71 Responsible active income, growth 239191497 lt500m Semi-annually
TB Evenlode Income 0.87 lt1 2.65 5.77 5.70 UK equity income active income, growth 3132213490 gt1bn Quarterly
Fidelity Asia 0.94 lt1 -0.13 -6.06 4.02 Asia (ex Japan) active growth 2650744484 gt1bn Annually
Fidelity Emerging Markets 0.95 lt1 -0.62 -7.35 3.12 Emerging markets active growth 1623759532 gt1bn Annually
Fidelity Global Special Situations 0.92 lt1 6.27 5.57 9.33 Global active growth 2925687261 gt1bn Annually
First Sentier Global Listed Infrastructure 0.80 lt1 -7.29 3.67 5.01 Specialist active income, growth 1356575308 gt1bn
FTF Martin Currie UK Smaller Companies 0.82 lt1 -8.16 -3.58 2.28 UK smaller companies active growth 138937869 lt500m Semi-annually
Invesco Asian 0.90 lt1 4.95 3.31 7.66 Asia (ex Japan) active growth 2462735946 gt1bn Annually
Lyxor FTSE Actuaries UK Gilts Inflation-Linked ETF 0.07 ltpt5 -11.09 -11.75 -4.44 UK government bonds tracker income, growth 68485228 lt100m Semi-annually
Artemis Corporate Bond 0.37 ltpt5 4.04 -3.12 UK corporate bonds active income, growth 1257470878 gt1bn Quarterly
JPM Emerging Markets Income 0.88 lt1 9.67 3.76 6.81 Emerging markets active income, growth 754527774 lt1bn Quarterly
JPM US Equity Income 0.77 lt1 -8.39 9.14 8.27 North America active income, growth 3560260223 gt1bn Quarterly
Jupiter Asian Income 1.01 lt1pt5 1.79 7.58 9.15 Asia (ex Japan) active income, growth 1282938921 gt1bn Quarterly
Jupiter Japan Income 0.98 lt1 7.40 2.13 6.70 Japan active income, growth 1083121358 gt1bn Semi-annually
Jupiter UK Special Situations 0.76 lt1 6.67 11.80 5.57 UK equity active growth 2108474223 gt1bn Semi-annually
LF Tellworth UK Smaller Companies 1.06 lt1pt5 3.32 0.25 UK smaller companies active growth 156314385 lt500m Semi-annually
Liontrust Sustainable Future Global Growth 0.85 lt1 3.82 0.99 10.38 Responsible active growth 1411319895 gt1bn Semi-annually
Liontrust Sustainable Future UK Growth 0.86 lt1 -6.33 -5.88 0.77 Responsible active growth 600377058 lt1bn Semi-annually
M&G Emerging Markets Bond 0.69 lt1 7.74 0.46 3.27 Emerging markets bonds active income, growth 1774269269 gt1bn Semi-annually
Man GLG Income 0.90 lt1 8.68 10.12 5.67 UK equity income active income, growth 1343680433 gt1bn Monthly
Man GLG Undervalued Assets 0.90 lt1 12.40 11.04 4.75 UK equity active growth 1106995593 gt1bn Semi-annually
Montanaro UK Income 0.84 lt1 -1.44 -1.19 2.52 UK equity income active income, growth 523673610 lt1bn Quarterly
Polar Capital Global Insurance 0.83 lt1 13.50 17.79 10.52 Specialist active growth 2038809897 gt1bn -
Royal London Sustainable Leaders 0.61 lt1 4.23 5.03 8.70 Responsible active growth 2892797702 gt1bn Semi-annually
Royal London UK Corporate Bond 0.41 ltpt5 6.52 -2.50 1.71 UK corporate bonds active income, growth 1157817031 gt1bn Quarterly
Schroder Global Recovery 0.87 lt1 7.14 12.80 7.67 Global active growth 571529109 lt1bn Annually
Stewart Investors Asia Pacific Leaders Sustainability 0.84 lt1 -3.82 1.53 5.80 Asia (ex Japan) active growth 6203629915 gt1bn Semi-annually
Stewart Investors Worldwide Sustainability 0.67 lt1 -2.10 0.20 5.57 Responsible active growth 462962425 lt500m
TB Evenlode Global Income 0.84 lt1 2.84 7.22 8.37 Global active income, growth 1772146078 gt1bn Quarterly
Schroder European 0.77 lt1 5.14 3.87 5.99 Europe ex UK active growth 640042213 lt1bn Annually
iShares Japan Equity Index (UK) D Acc 0.08 ltpt5 11.07 3.03 5.39 Japan tracker growth 2138355549 gt1bn Semi-annually
Fidelity Index World P Acc 0.12 ltpt5 9.25 9.48 11.11 Global tracker growth 5577244432 gt1bn Annually
iShares UK Equity Index (UK) D Acc 0.05 ltpt5 4.13 7.95 4.94 UK equity tracker growth 9750063995 gt1bn Semi-annually
iShares Automation & Robotics ETF 0.40 ltpt5 15.56 4.46 12.86 Specialist tracker growth 3325172902 gt1bn -
iShares Core FTSE 100 ETF GBP Dist 0.07 ltpt5 5.38 9.54 5.31 UK equity tracker growth 11085112327 gt1bn Quarterly
iShares Core Global Aggregate Bond ETF GBP Hedged 0.10 ltpt5 1.31 -4.28 -0.29 Global bonds tracker income, growth 7837398368 gt1bn Semi-annually
iShares Core MSCI EM IMI ETF USD Acc 0.18 ltpt5 4.56 -0.87 3.65 Emerging markets tracker growth 18440082014 gt1bn -
iShares Core S&P 500 ETF USD Acc 0.07 ltpt5 9.73 11.79 13.22 North America tracker growth 67295683379 gt1bn -
iShares MSCI Target UK Real Estate ETF 0.40 ltpt5 -2.80 -2.56 -0.82 Property tracker income, growth 112833871 lt500m Quarterly
Lyxor Core UK Equity All Cap ETF 0.04 ltpt5 4.17 8.17 4.37 UK equity tracker growth 326089333 lt500m Semi-annually
Lyxor FTSE Actr UK Gilts (DR) ETF D GBP 0.07 ltpt5 -5.64 -9.99 -3.47 UK government bonds tracker income, growth 836570612 lt1bn Semi-annually
Lyxor FTSE Actr UK Gilts 0-5Y (DR) ETF D GBP 0.05 ltpt5 1.63 -1.34 -0.33 UK government bonds tracker income, growth 339422067 lt500m Annually
Vanguard FTSE Developed Asia Pacific ex Japan ETF 0.15 ltpt5 -0.72 1.61 Asia (ex Japan) tracker growth 1140449852 gt1bn -
Vanguard FTSE 250 ETF 0.10 ltpt5 -2.43 0.45 2.28 UK equity tracker growth 1490163938 gt1bn Quarterly
Vanguard FTSE Developed Europe ex UK ETF 0.10 ltpt5 10.24 7.09 8.24 Europe ex UK tracker growth 2164415380 gt1bn Quarterly
Vanguard USD Emerging Markets Government Bond ETF 0.25 ltpt5 -0.14 -2.34 1.44 Emerging markets bonds tracker income, growth 653148656 lt1bn Monthly
TB Amati UK Smaller Companies 0.84 lt1 -13.55 -6.86 0.26 UK smaller companies active growth 465163889 lt500m Semi-annually
Schroder Global Equity Income 0.87 lt1 6.54 11.77 6.27 Global active income, growth 288106481 lt500m Semi-annually
LF Lightman European R Acc 0.80 lt1 5.61 11.83 Europe ex UK active growth 679503352 lt1bn Annually
BlackRock UK Special Situations 0.91 lt1 0.93 2.47 3.71 UK equity active growth 416789275 lt500m Semi-annually
HSBC FTSE All-World Index Tracker Fund C Acc 0.13 ltpt5 8.54 8.26 10.28 Global tracker growth 3331430390 gt1bn Annually
iShares MSCI World SRI ETF 0.20 ltpt5 8.42 Responsible tracker growth, Responsible Growth 8887120314 gt1bn -
iShares Physical Gold ETC 0.00 gt1pt5 7.11 3.75 10.40 Specialist tracker growth 186486842 lt500m -
Invesco High Yield UK Y Income 0.55 lt1 6.77 1.88 3.13 High yield bonds active income, growth 332442747 lt500m Quarterly
Liontrust UK Growth I Inc 0.82 lt1 0.49 6.44 5.04 UK equity active growth 999439367 lt1bn Annually
Blackrock UK Income D Inc GBP 0.81 lt1 6.36 7.10 6.01 UK equity income active income, growth 489875900 lt500m Quarterly
Trojan Fund Inc 0.86 lt1 0.98 2.95 5.11 Specialist active growth 5908467390 gt1bn Annually
Blackrock Sterling Liqudity Inc 0.10 ltpt5 2.95 1.17 0.91 GBP cash active income, growth 37869892088 gt1bn Monthly
JPM Global Equity Income Acc 0.90 lt1 3.22 11.26 12.12 Global equity income active income 600545562 lt1bn Quarterly
Blackrock UK Income Inc 0.81 lt1 6.37 7.11 6.01 UK equity income active income 489875900 lt500m Quarterly
JPM Emerging Markets Income Acc 0.90 lt1 9.64 3.75 6.79 Emerging markets active income 754527774 lt1bn Quarterly
Invesco High Yield Acc 0.55 lt1 8.85 2.54 3.52 High yield bonds active income, growth 332442747 lt500m Quarterly
Trojan Fund Acc 0.86 lt1 0.97 2.95 5.10 Specialist active growth 5908467390 gt1bn Annually
Blackrock Sterling Liqudity Acc 0.10 ltpt5 4.46 1.80 1.30 GBP cash active income, growth 37869892088 gt1bn -
JPM Global Equity Income Inc 0.90 lt1 3.16 11.23 12.09 Global equity income active income 600545562 lt1bn Quarterly
TwentyFour Corporate Bond Acc 0.36 ltpt5 3.79 -4.97 -0.09 Strategic bonds active income, growth 1560175430 gt1bn Quarterly
Artemis Strategic Bond Acc 0.59 lt1 3.34 -2.19 1.11 Global active income, growth 1028052497 gt1bn Quarterly
HSBC MSCI China UCITS ETF Acc 0.28 ltpt5 -2.86 Asia (ex Japan) tracker growth 712853837 lt1bn -
State Street Global High Yield Bond Screened Index Fund 0.29 ltpt5 8.55 High yield bonds tracker growth 435731144 lt500m Annually
iShares MSCI World Islamic ETF 0.30 ltpt5 9.32 12.05 9.81 Specialist tracker growth 499960147 lt500m Semi-annually
Trojan Ethical Fund 0.87 lt1 3.38 2.93 Specialist active growth 791489266 lt1bn Annually
iShares Corporate Bond Index (UK) D Inc 0.11 ltpt5 2.66 -5.00 -0.22 UK corporate bonds tracker income 5024917770 gt1bn Monthly
Artemis Strategic Bond Inc 0.59 lt1 3.33 -2.19 1.11 Strategic bonds tracker income 1028052497 gt1bn Quarterly
TwentyFour Corporate Bond Inc 0.36 ltpt5 3.79 -4.97 -0.09 UK corporate bonds tracker income 1560175430 gt1bn Quarterly

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