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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In this video, our Head of Active Portfolios, Ryan Hughes, runs through how Fundamentals works in practice and the stringent research and selection process behind the funds and ETFs.

Research requirements

Filter / Category
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 43.93 29.59 32.07 Specialist active growth 6614900590 gt1bn Annually
Lazard Emerging Markets 0.94 lt1 -10.76 -3.65 7.85 Emerging markets active growth 567474466 lt1bn Semi-annually
Barings Europe Select 0.80 lt1 6.76 5.49 13.07 Europe ex UK active growth 1346673284 gt1bn Semi-annually
Aberdeen Standard Investments Global Smaller Companies 1.05 lt1pt5 14.54 9.58 16.59 Global active growth 1192933305 gt1bn Annually
Allianz Gilt Yield 0.32 ltpt5 6.26 6.11 6.02 UK government bonds active income, growth 2490279600 gt1bn Semi-annually
Allianz Strategic Bond 0.42 ltpt5 28.75 14.24 Strategic bonds active income, growth 2079294220 gt1bn Semi-annually
Artemis Strategic Bond 0.57 lt1 4.26 3.51 5.20 Strategic bonds active income, growth 1674555677 gt1bn Quarterly
Artemis US Select 0.85 lt1 9.71 16.94 18.00 North America active growth 1745851068 gt1bn Annually
Artemis US Smaller Companies 0.89 lt1 6.22 15.25 17.63 North America active growth 501024788 lt1bn Annually
Baillie Gifford Global Alpha Growth 0.59 lt1 21.81 15.43 18.71 Global active growth 4360005271 gt1bn Semi-annually
Baillie Gifford High Yield Bond 0.37 ltpt5 1.03 3.31 5.33 High yield bonds active income, growth 755041266 lt1bn Quarterly
Baillie Gifford Japanese 0.62 lt1 8.21 9.06 16.08 Japan active growth 3040822605 gt1bn Annually
BlackRock Continental European Income 0.92 lt1 8.38 5.39 10.07 Europe ex UK active income, growth 1652008735 gt1bn Quarterly
BlackRock European Dynamic 0.92 lt1 23.30 10.96 14.77 Europe ex UK active growth 3741418828 gt1bn Annually
Blackrock Gold & General 1.17 lt1pt5 52.08 20.19 26.73 Specialist active growth 1400282544 gt1bn Annually
BMO Responsible Sterling Corporate Bond 0.57 lt1 5.21 4.51 5.37 Ethical active income, growth 181330634 lt500m Semi-annually
Evenlode Income 0.87 lt1 -6.71 6.18 10.04 UK equity income active income, growth 3715376899 gt1bn Quarterly
Fidelity Asia 0.94 lt1 17.70 10.61 18.10 Asia (ex Japan) active growth 3355898081 gt1bn Annually
Fidelity Emerging Markets 0.96 lt1 11.21 6.61 13.68 Emerging markets active growth 2587826574 gt1bn Annually
Fidelity Global Special Situations 0.92 lt1 7.81 9.75 14.50 Global active growth 2614469817 gt1bn Annually
Fidelity Strategic Bond 0.67 lt1 6.44 4.01 4.34 Strategic bonds active income, growth 1059663440 gt1bn Monthly
First State Global Listed Infrastructure 0.79 lt1 -9.43 3.51 11.40 Specialist active income, growth 1841546644 gt1bn Semi-annually
Franklin UK Mid Cap 0.83 lt1 -14.94 0.00 3.10 UK equity active growth 1015597055 gt1bn Semi-annually
Franklin UK Smaller Companies 0.83 lt1 -0.23 1.77 5.25 UK smaller companies active growth 249171697 lt500m Semi-annually
Invesco Asian 0.90 lt1 5.50 3.89 16.23 Asia (ex Japan) active growth 1453655306 gt1bn Annually
Lyxor FTSE Actuaries UK Gilts Inflation-Linked ETF 0.07 ltpt5 3.71 6.55 7.58 UK government bonds tracker income, growth 69436582 lt100m Semi-annually
JO Hambro UK Dynamic 0.67 lt1 -27.49 -7.21 0.90 UK equity active growth 1382077725 gt1bn Annually
Artemis Corporate Bond 0.40 ltpt5 UK corporate bonds active income, growth 235351623 lt500m Quarterly
Janus Henderson UK Absolute Return 1.05 lt1pt5 4.35 1.74 2.39 Absolute return active growth 1431092952 gt1bn Semi-annually
JPM Emerging Markets Income 0.90 lt1 -0.96 5.35 11.46 Emerging markets active income, growth 430578211 lt500m Quarterly
JPM US Equity Income 0.78 lt1 -4.52 8.78 13.10 North America active income, growth 3112199444 gt1bn Quarterly
Jupiter Asian Income 0.98 lt1 -2.20 4.66 Asia (ex Japan) active income, growth 623163735 lt1bn Quarterly
Jupiter Japan Income 0.98 lt1 4.12 9.48 13.26 Japan active income, growth 709673432 lt1bn Semi-annually
Jupiter UK Special Situations 0.76 lt1 -20.73 -5.08 1.67 UK equity active growth 1681934133 gt1bn Semi-annually
LF Tellworth UK Smaller Companies 0.95 lt1 -5.04 UK smaller companies active growth 282247083 lt500m Annually
Liontrust Special Situations 0.83 lt1 -1.58 5.46 9.45 UK equity active growth 5469665056 gt1bn Annually
Liontrust Sustainable Future Global Growth 0.90 lt1 25.70 18.63 18.55 Ethical active growth 802568094 lt1bn Semi-annually
Liontrust Sustainable Future UK Growth 0.88 lt1 1.14 5.68 8.36 Ethical active growth 581619057 lt1bn Semi-annually
M&G Emerging Market Bond 0.75 lt1 -1.08 5.21 10.66 Emerging markets bonds active income, growth 909561996 lt1bn Semi-annually
M&G Global Macro 0.78 lt1 7.49 6.67 8.50 Global bonds active income, growth 1685995434 gt1bn Quarterly
Man GLG Income 0.90 lt1 -17.60 -3.21 2.91 UK equity income active income, growth 988694921 lt1bn Monthly
Man GLG Japan Core Alpha 0.90 lt1 -19.47 -3.82 4.18 Japan active growth 1094555789 gt1bn Annually
Man GLG Undervalued Assets 0.90 lt1 -22.58 -6.29 0.66 UK equity active growth 1044127843 gt1bn Semi-annually
Montanaro UK Income 0.86 lt1 -2.15 1.48 UK equity income active income, growth 635920289 lt1bn Quarterly
Ninety One UK Alpha 0.72 lt1 -8.40 0.69 4.34 UK equity active growth 2189003283 gt1bn Annually
Polar Capital Global Insurance 0.88 lt1 -12.48 6.05 11.42 Specialist active growth 1254633826 gt1bn
Royal London UK Corporate Bond 0.41 ltpt5 4.26 4.73 6.14 UK corporate bonds active income, growth 1504575452 gt1bn Quarterly
Schroder Global Recovery 0.86 lt1 -18.26 -2.78 Global active growth 204244106 lt500m Annually
Stewart Investors Asia Pacific Leaders 0.88 lt1 8.04 8.40 11.57 Asia (ex Japan) active growth 6271952546 gt1bn Semi-annually
Stewart Investors Worldwide Sustainability 0.91 lt1 9.59 8.51 14.10 Ethical active growth 403341942 lt500m Semi-annually
TB Evenlode Global Income 0.85 lt1 0.85 Global active income, growth 701360261 lt1bn Quarterly
Threadneedle UK Equity Income 0.82 lt1 -10.05 -0.89 3.67 UK equity income active income, growth 3587847546 gt1bn Quarterly
Trojan Global Income 0.94 lt1 4.40 9.65 Global active income, growth 253481139 lt500m Quarterly
Trojan Income 0.87 lt1 -5.76 1.92 4.72 UK equity income active income, growth 3247831426 gt1bn Semi-annually
TwentyFour Corporate Bond 0.34 ltpt5 4.16 4.12 5.29 UK corporate bonds active income, growth 1297837064 gt1bn Quarterly
Schroder European 0.77 lt1 6.47 2.46 10.07 Europe ex UK active growth 1202115524 gt1bn Annually
iShares Japan Equity Index (UK) D Acc 0.08 ltpt5 2.78 6.34 10.80 Japan tracker growth 1870738366 gt1bn Semi-annually
Fidelity Index World P Acc 0.12 ltpt5 5.47 9.99 13.75 Global tracker growth 1697533259 gt1bn Annually
iShares UK Equity Index (UK) D Acc 0.06 ltpt5 -13.77 -1.57 3.50 UK equity tracker growth 10296535820 gt1bn Semi-annually
iShares Automation & Robotics ETF 0.40 ltpt5 18.40 12.91 Specialist tracker growth 2825740875 gt1bn
iShares Core £ Corp Bond ETF GBP Dist 0.20 ltpt5 6.10 5.28 6.47 UK corporate bonds tracker income, growth 2155111930 gt1bn Quarterly
iShares Core FTSE 100 ETF GBP Dist 0.07 ltpt5 -14.68 -1.88 3.50 UK equity tracker growth 7818463882 gt1bn Quarterly
iShares Core Global Aggregate Bond ETF 0.10 ltpt5 3.52 Global bonds tracker income, growth 4171617927 gt1bn Semi-annually
iShares Core MSCI EM IMI ETF USD Acc 0.18 ltpt5 6.72 3.73 11.90 Emerging markets tracker growth 15123719465 gt1bn
iShares Core S&P 500 ETF USD Acc 0.07 ltpt5 9.84 14.03 17.00 North America tracker growth 38557264472 gt1bn
iShares MSCI Target UK Real Estate ETF 0.40 ltpt5 -4.47 0.98 0.26 Property tracker income, growth 71182586 lt100m Quarterly
Lyxor Core Morningstar UK ETF 0.04 ltpt5 -14.65 UK equity tracker growth 53124561 lt100m Annually
Lyxor Core MSCI Japan ETF 0.12 ltpt5 3.21 Japan tracker growth 103129942668 gt1bn
Lyxor Core MSCI World ETF 0.12 ltpt5 6.41 Global tracker growth 705342251 lt1bn
Lyxor FTSE Actr UK Gilts (DR) ETF D GBP 0.07 ltpt5 5.81 5.60 5.21 UK government bonds tracker income, growth 725883650 lt1bn Semi-annually
Lyxor FTSE Actr UK Gilts 0-5Y (DR) ETF D GBP 0.07 ltpt5 1.54 1.00 UK government bonds tracker income, growth 142793498 lt500m Semi-annually
Vanguard FTSE Developed Asia Pacific ex Japan ETF 0.15 ltpt5 Asia (ex Japan) tracker growth 641070226 lt1bn
Vanguard FTSE 250 ETF 0.10 ltpt5 -9.99 -0.64 3.19 UK equity tracker growth 1467844808 gt1bn Quarterly
Vanguard FTSE Developed Europe ex UK ETF 0.10 ltpt5 4.81 4.57 9.83 Europe ex UK tracker growth 1191287295 gt1bn Quarterly
Vanguard USD Emerging Markets Government Bond ETF 0.25 ltpt5 1.60 5.92 Emerging markets bonds tracker income, growth 576295556 lt1bn Monthly

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