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 1.13 lt1pt5 24.07 26.68 30.38 Specialist active growth 9005571880 gt1bn Annually
Lazard Emerging Markets 0.97 lt1 23.14 5.30 7.15 Emerging markets active growth 558794885 lt1bn Semi-annually
Barings Europe Select 0.81 lt1 27.94 10.66 13.50 Europe ex UK active growth 1400223493 gt1bn Semi-annually
Aberdeen Standard Investments Global Smaller Companies 0.95 lt1 32.58 12.70 18.47 Global active growth 1630645651 gt1bn Annually
Allianz Gilt Yield 0.32 ltpt5 -6.39 3.36 2.29 UK government bonds active income, growth 2938012527 gt1bn Semi-annually
Allianz Strategic Bond 0.42 ltpt5 0.34 13.59 Strategic bonds active income, growth 3239801219 gt1bn Semi-annually
Artemis Strategic Bond 0.57 lt1 5.01 4.37 4.89 Strategic bonds active income, growth 1809109232 gt1bn Quarterly
Artemis US Select 0.85 lt1 22.84 17.32 18.62 North America active growth 2377496922 gt1bn Annually
Artemis US Smaller Companies 0.89 lt1 37.18 18.21 20.40 North America active growth 1018657486 gt1bn Annually
Baillie Gifford Global Alpha Growth 0.59 lt1 26.36 18.51 20.04 Global active growth 4623109107 gt1bn Semi-annually
Baillie Gifford High Yield Bond 0.37 ltpt5 9.37 5.23 5.70 High yield bonds active income, growth 928064252 lt1bn Quarterly
Baillie Gifford Japanese 0.61 lt1 18.70 8.75 13.30 Japan active growth 3564438194 gt1bn Annually
BlackRock Continental European Income 0.93 lt1 16.12 10.09 9.92 Europe ex UK active income, growth 1668460381 gt1bn Quarterly
BlackRock European Dynamic 0.92 lt1 38.29 18.70 18.22 Europe ex UK active growth 5334638140 gt1bn Annually
BlackRock Gold & General 1.17 lt1pt5 -14.06 14.02 1.27 Specialist active growth 1131499673 gt1bn Annually
BMO Responsible Sterling Corporate Bond 0.57 lt1 1.10 4.35 3.56 Responsible active income, growth 256604267 lt500m Semi-annually
TB Evenlode Income 0.87 lt1 12.05 6.65 9.25 UK equity income active income, growth 3612604175 gt1bn Quarterly
Fidelity Asia 0.93 lt1 21.71 12.97 15.50 Asia (ex Japan) active growth 4369714751 gt1bn Annually
Fidelity Emerging Markets 0.97 lt1 30.97 13.65 13.57 Emerging markets active growth 3194076398 gt1bn Annually
Fidelity Global Special Situations 0.92 lt1 23.68 13.50 15.42 Global active growth 3180300260 gt1bn Annually
Fidelity Strategic Bond 0.66 lt1 5.19 5.50 3.57 Strategic bonds active income, growth 1064588803 gt1bn Monthly
First Sentier Global Listed Infrastructure 0.80 lt1 4.75 6.52 6.25 Specialist active income, growth 1666583550 gt1bn Semi-annually
Franklin UK Mid Cap 0.82 lt1 33.09 5.79 12.61 UK equity active growth 1140900882 gt1bn Semi-annually
Franklin UK Smaller Companies 0.83 lt1 54.04 11.59 17.50 UK smaller companies active growth 311404394 lt500m Semi-annually
Invesco Asian 0.90 lt1 25.20 10.00 14.54 Asia (ex Japan) active growth 1666715062 gt1bn Annually
Lyxor FTSE Actuaries UK Gilts Inflation-Linked ETF 0.07 ltpt5 -4.79 4.59 4.25 UK government bonds tracker income, growth 92497049 lt100m Semi-annually
JO Hambro UK Dynamic 0.66 lt1 40.24 1.15 8.24 UK equity active growth 1277913075 gt1bn Annually
Artemis Corporate Bond 0.39 ltpt5 7.61 UK corporate bonds active income, growth 506154294 lt1bn Quarterly
Janus Henderson UK Absolute Return 1.05 lt1pt5 4.53 2.55 2.73 Absolute return active growth 1367602348 gt1bn Semi-annually
JPM Emerging Markets Income 0.90 lt1 24.71 11.34 11.38 Emerging markets active income, growth 550611608 lt1bn Quarterly
JPM US Equity Income 0.78 lt1 29.20 12.12 12.31 North America active income, growth 3648410993 gt1bn Quarterly
Jupiter Asian Income 0.98 lt1 18.56 9.98 9.57 Asia (ex Japan) active income, growth 813372811 lt1bn Quarterly
Jupiter Japan Income 0.98 lt1 15.86 8.74 11.70 Japan active income, growth 846739614 lt1bn Semi-annually
Jupiter UK Special Situations 0.76 lt1 32.99 2.31 7.40 UK equity active growth 1998732467 gt1bn Semi-annually
LF Tellworth UK Smaller Companies 0.93 lt1 UK smaller companies active growth 363336959 lt500m Semi-annually
Liontrust Special Situations 0.82 lt1 25.71 7.62 11.67 UK equity active growth 5763697336 gt1bn Annually
Liontrust Sustainable Future Global Growth 0.88 lt1 24.45 21.43 19.57 Responsible active growth 1444124354 gt1bn Semi-annually
Liontrust Sustainable Future UK Growth 0.87 lt1 30.36 9.91 13.66 Responsible active growth 1016105307 gt1bn Semi-annually
M&G Emerging Markets Bond 0.70 lt1 -1.89 5.06 4.69 Emerging markets bonds active income, growth 1326089406 gt1bn Semi-annually
M&G Global Macro Bond 0.63 lt1 -7.37 4.02 2.66 Global bonds active income, growth 2112225844 gt1bn Quarterly
Man GLG Income 0.90 lt1 26.57 2.29 9.87 UK equity income active income, growth 1779859824 gt1bn Monthly
Man GLG Undervalued Assets 0.90 lt1 30.38 -0.10 8.80 UK equity active growth 1484116276 gt1bn Semi-annually
Montanaro UK Income 0.84 lt1 32.60 8.76 13.06 UK equity income active income, growth 786128903 lt1bn Quarterly
Ninety One UK Alpha 0.73 lt1 17.37 3.34 7.15 UK equity active growth 1921957761 gt1bn Annually
Polar Capital Global Insurance 0.86 lt1 16.41 8.57 9.65 Specialist active growth 1752836919 gt1bn -
Royal London Sustainable Leaders 0.61 lt1 17.76 11.95 12.78 Responsible active growth 2728508349 gt1bn Semi-annually
Royal London UK Corporate Bond 0.41 ltpt5 6.90 6.08 5.46 UK corporate bonds active income, growth 1421576052 gt1bn Quarterly
Schroder Global Recovery 0.86 lt1 42.99 6.75 10.61 Global active growth 588892196 lt1bn Annually
Stewart Investors Asia Pacific Leaders Sustainability 0.84 lt1 24.90 11.78 10.77 Asia (ex Japan) active growth 7222722090 gt1bn Semi-annually
Stewart Investors Worldwide Sustainability 0.67 lt1 19.52 12.43 11.83 Responsible active growth 636306341 lt1bn Semi-annually
TB Evenlode Global Income 0.85 lt1 16.65 12.76 Global active income, growth 1258980804 gt1bn Quarterly
Threadneedle UK Equity Income 0.82 lt1 29.01 4.45 7.24 UK equity income active income, growth 3742887681 gt1bn Quarterly
TM Crux European Special Situations 0.91 lt1 18.49 5.69 9.16 Europe ex UK active growth 995888375 lt1bn Semi-annually
Trojan Global Income 0.92 lt1 8.52 10.24 Global active income, growth 551492576 lt1bn Quarterly
Trojan Income 0.86 lt1 9.19 2.59 3.66 UK equity income active income, growth 2803426526 gt1bn Semi-annually
TwentyFour Corporate Bond 0.34 ltpt5 3.76 4.53 4.36 UK corporate bonds active income, growth 1356274744 gt1bn Quarterly
Schroder European 0.78 lt1 20.98 7.07 10.82 Europe ex UK active growth 1283769648 gt1bn Annually
iShares Japan Equity Index (UK) D Acc 0.08 ltpt5 12.69 6.56 9.04 Japan tracker growth 2171316824 gt1bn Semi-annually
Fidelity Index World P Acc 0.12 ltpt5 24.89 13.66 14.05 Global tracker growth 2699535724 gt1bn Annually
iShares UK Equity Index (UK) D Acc 0.05 ltpt5 22.76 2.70 6.80 UK equity tracker growth 10811828622 gt1bn Semi-annually
iShares Automation & Robotics ETF 0.40 ltpt5 34.91 19.13 Specialist tracker growth 3814762014 gt1bn -
iShares Core £ Corp Bond ETF GBP Dist 0.20 ltpt5 1.57 5.28 3.92 UK corporate bonds tracker income, growth 1808731428 gt1bn Quarterly
iShares Core FTSE 100 ETF GBP Dist 0.07 ltpt5 20.12 1.65 5.78 UK equity tracker growth 9758909176 gt1bn Quarterly
iShares Core Global Aggregate Bond ETF 0.10 ltpt5 -0.46 3.15 Global bonds tracker income, growth 5382934565 gt1bn Semi-annually
iShares Core MSCI EM IMI ETF USD Acc 0.18 ltpt5 22.32 9.66 11.20 Emerging markets tracker growth 20005041334 gt1bn -
iShares Core S&P 500 ETF USD Acc 0.07 ltpt5 27.18 16.89 16.27 North America tracker growth 48977579447 gt1bn -
iShares MSCI Target UK Real Estate ETF 0.40 ltpt5 14.09 3.14 5.30 Property tracker income, growth 86867552 lt100m Quarterly
Lyxor Core Morningstar UK ETF 0.04 ltpt5 22.20 2.24 UK equity tracker growth 250892421 lt500m Semi-annually
Lyxor Core MSCI Japan ETF 0.12 ltpt5 12.96 6.30 Japan tracker growth 205491415984 gt1bn -
Lyxor Core MSCI World ETF 0.12 ltpt5 25.55 13.53 Global tracker growth 1211917011 gt1bn -
Lyxor FTSE Actr UK Gilts (DR) ETF D GBP 0.07 ltpt5 -6.08 2.85 1.64 UK government bonds tracker income, growth 740304195 lt1bn Semi-annually
Lyxor FTSE Actr UK Gilts 0-5Y (DR) ETF D GBP 0.07 ltpt5 -0.65 0.72 UK government bonds tracker income, growth 141172883 lt500m Semi-annually
Vanguard FTSE Developed Asia Pacific ex Japan ETF 0.15 ltpt5 27.56 Asia (ex Japan) tracker growth 1073351133 gt1bn -
Vanguard FTSE 250 ETF 0.10 ltpt5 35.69 5.96 10.41 UK equity tracker growth 4253661579 gt1bn Quarterly
Vanguard FTSE Developed Europe ex UK ETF 0.10 ltpt5 22.63 9.66 11.66 Europe ex UK tracker growth 1588166773 gt1bn Quarterly
Vanguard USD Emerging Markets Government Bond ETF 0.25 ltpt5 -6.00 4.22 Emerging markets bonds tracker income, growth 758215877 lt1bn Monthly
TB Amati UK Smaller Companies 0.89 lt1 45.50 11.23 20.74 UK smaller companies active growth 846009696 lt1bn Semi-annually
Schroder Global Equity Income 0.87 lt1 34.74 3.74 8.96 Global active income, growth 251923300 lt500m Semi-annually
LF Lightman European R Acc 0.80 lt1 40.16 Europe ex UK active growth 195184153 lt500m Annually

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