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 1.10 lt1pt5 -7.31 14.52 18.29 Specialist active growth 7653488418 gt1bn Annually
Lazard Emerging Markets 0.93 lt1 -0.82 2.37 2.05 Emerging markets active growth 400393230 lt500m Semi-annually
Barings Europe Select 0.80 lt1 -13.40 4.52 4.51 Europe ex UK active growth 1060796644 gt1bn Semi-annually
Aberdeen Standard Investments Global Smaller Companies 0.95 lt1 -17.48 3.39 7.63 Global active growth 1528831937 gt1bn Annually
Allianz Strategic Bond 0.42 ltpt5 -13.49 5.18 4.72 Strategic bonds active income, growth 2464627388 gt1bn Semi-annually
Artemis Strategic Bond 0.57 lt1 -6.05 1.13 1.69 Strategic bonds active income, growth 1445526286 gt1bn Quarterly
Artemis US Select 0.85 lt1 1.07 11.85 13.80 North America active growth 2493207865 gt1bn Annually
Artemis US Smaller Companies 0.89 lt1 -9.09 11.69 13.58 North America active growth 1304339200 gt1bn Annually
Baillie Gifford Global Alpha Growth 0.60 lt1 -16.45 8.06 9.50 Global active growth 3873918003 gt1bn Semi-annually
Baillie Gifford High Yield Bond 0.37 ltpt5 -8.07 0.29 1.79 High yield bonds active income, growth 760689004 lt1bn Quarterly
Baillie Gifford Japanese 0.61 lt1 -13.38 3.26 5.56 Japan active growth 3431820001 gt1bn Annually
BlackRock Continental European Income 0.91 lt1 -1.01 8.64 6.04 Europe ex UK active income, growth 1616509193 gt1bn Quarterly
BlackRock European Dynamic 0.91 lt1 -12.34 11.40 9.16 Europe ex UK active growth 5891672657 gt1bn Annually
BlackRock Gold & General 1.17 lt1pt5 0.45 18.48 7.87 Specialist active growth 1031760011 gt1bn Annually
BMO Responsible Sterling Corporate Bond 0.56 lt1 -9.55 -0.37 0.49 Responsible active income, growth 305037708 lt500m Semi-annually
TB Evenlode Income 0.87 lt1 4.07 3.75 6.26 UK equity income active income, growth 3295956180 gt1bn Quarterly
Fidelity Asia 0.93 lt1 -19.11 2.87 6.62 Asia (ex Japan) active growth 3701042066 gt1bn Annually
Fidelity Emerging Markets 0.95 lt1 -21.84 2.20 4.41 Emerging markets active growth 2654534213 gt1bn Annually
Fidelity Global Special Situations 0.91 lt1 1.24 11.52 10.25 Global active growth 3375889385 gt1bn Annually
Fidelity Strategic Bond 0.60 lt1 -10.17 0.21 0.93 Strategic bonds active income, growth 858292832 lt1bn Monthly
First Sentier Global Listed Infrastructure 0.80 lt1 15.92 8.06 7.37 Specialist active income, growth 1557069352 gt1bn
Franklin UK Mid Cap 0.82 lt1 -15.46 -0.99 2.43 UK equity active growth 934252498 lt1bn Semi-annually
Franklin UK Smaller Companies 0.83 lt1 -10.73 8.21 7.22 UK smaller companies active growth 278300344 lt500m Semi-annually
Invesco Asian 0.90 lt1 -4.73 7.93 8.02 Asia (ex Japan) active growth 1515113665 gt1bn Annually
Lyxor FTSE Actuaries UK Gilts Inflation-Linked ETF 0.07 ltpt5 -6.08 0.58 1.30 UK government bonds tracker income, growth 87824359 lt100m Semi-annually
JO Hambro UK Dynamic 0.67 lt1 4.42 1.96 3.34 UK equity active growth 1292437699 gt1bn Semi-annually
Artemis Corporate Bond 0.39 ltpt5 -7.50 UK corporate bonds active income, growth 775066628 lt1bn Quarterly
Janus Henderson UK Absolute Return 1.05 lt1pt5 -1.34 2.25 1.42 Absolute return active growth 1399766470 gt1bn Semi-annually
JPM Emerging Markets Income 0.90 lt1 -2.25 6.17 7.25 Emerging markets active income, growth 684052372 lt1bn Quarterly
JPM US Equity Income 0.78 lt1 16.16 12.91 12.05 North America active income, growth 4125226176 gt1bn Quarterly
Jupiter Asian Income 0.98 lt1 9.30 9.61 9.01 Asia (ex Japan) active income, growth 808970447 lt1bn Quarterly
Jupiter Japan Income 0.98 lt1 -7.00 6.02 7.22 Japan active income, growth 928704961 lt1bn Semi-annually
Jupiter UK Special Situations 0.76 lt1 4.83 4.76 3.51 UK equity active growth 2049169251 gt1bn Semi-annually
LF Tellworth UK Smaller Companies 0.93 lt1 -13.50 6.40 UK smaller companies active growth 466388758 lt500m Semi-annually
Liontrust Sustainable Future Global Growth 0.88 lt1 -7.62 10.76 12.39 Responsible active growth 1944574653 gt1bn Semi-annually
Liontrust Sustainable Future UK Growth 0.87 lt1 -17.24 1.21 4.41 Responsible active growth 1012738285 gt1bn Semi-annually
M&G Emerging Markets Bond 0.68 lt1 -5.14 -0.09 1.44 Emerging markets bonds active income, growth 1378289907 gt1bn Semi-annually
M&G Global Macro Bond 0.63 lt1 -2.20 1.64 1.62 Global bonds active income, growth 1968071845 gt1bn Quarterly
Man GLG Income 0.90 lt1 3.11 2.37 4.72 UK equity income active income, growth 1570941388 gt1bn Monthly
Man GLG Undervalued Assets 0.90 lt1 1.09 0.24 3.11 UK equity active growth 1354567380 gt1bn Semi-annually
Montanaro UK Income 0.83 lt1 -8.94 2.66 3.49 UK equity income active income, growth 772953275 lt1bn Quarterly
Ninety One UK Alpha 0.73 lt1 -4.56 1.11 2.62 UK equity active growth 1361480752 gt1bn Annually
Polar Capital Global Insurance 0.83 lt1 15.12 9.63 9.66 Specialist active growth 1729857467 gt1bn -
Royal London Sustainable Leaders 0.61 lt1 3.79 8.93 9.26 Responsible active growth 3119204927 gt1bn Semi-annually
Royal London UK Corporate Bond 0.41 ltpt5 -6.03 2.05 2.52 UK corporate bonds active income, growth 1421831412 gt1bn Quarterly
Schroder Global Recovery 0.86 lt1 7.51 7.47 6.16 Global active growth 1171215711 gt1bn Annually
Stewart Investors Asia Pacific Leaders Sustainability 0.84 lt1 0.08 8.01 7.94 Asia (ex Japan) active growth 7188219389 gt1bn Semi-annually
Stewart Investors Worldwide Sustainability 0.66 lt1 -5.40 6.44 6.66 Responsible active growth 864713621 lt1bn
TB Evenlode Global Income 0.85 lt1 7.71 9.39 Global active income, growth 1801208739 gt1bn Quarterly
Threadneedle UK Equity Income 0.82 lt1 3.44 5.09 3.79 UK equity income active income, growth 3861547864 gt1bn Quarterly
Trojan Global Income 0.91 lt1 13.58 9.67 8.96 Global active income, growth 707501627 lt1bn Quarterly
Trojan Income 0.86 lt1 -0.05 1.02 1.70 UK equity income active income, growth 2339467862 gt1bn Semi-annually
TwentyFour Corporate Bond 0.34 ltpt5 -10.59 -0.41 0.83 UK corporate bonds active income, growth 1387181330 gt1bn Quarterly
Schroder European 0.78 lt1 -0.31 7.87 4.64 Europe ex UK active growth 1063209579 gt1bn Annually
iShares Japan Equity Index (UK) D Acc 0.08 ltpt5 -4.43 4.60 4.86 Japan tracker growth 2450817584 gt1bn Semi-annually
Fidelity Index World P Acc 0.12 ltpt5 7.93 12.48 11.07 Global tracker growth 3922971077 gt1bn Annually
iShares UK Equity Index (UK) D Acc 0.05 ltpt5 5.88 3.92 4.35 UK equity tracker growth 11711724993 gt1bn Semi-annually
iShares Automation & Robotics ETF 0.40 ltpt5 -5.14 11.14 12.10 Specialist tracker growth 3079176311 gt1bn -
iShares Core £ Corp Bond ETF GBP Dist 0.20 ltpt5 -10.84 -0.44 0.61 UK corporate bonds tracker income, growth 1543680863 gt1bn Quarterly
iShares Core FTSE 100 ETF GBP Dist 0.07 ltpt5 8.39 3.74 4.17 UK equity tracker growth 10888657568 gt1bn Quarterly
iShares Core Global Aggregate Bond ETF 0.10 ltpt5 -8.27 -0.97 Global bonds tracker income, growth 5680230469 gt1bn Semi-annually
iShares Core MSCI EM IMI ETF USD Acc 0.18 ltpt5 -9.86 3.39 4.63 Emerging markets tracker growth 16698658421 gt1bn -
iShares Core S&P 500 ETF USD Acc 0.07 ltpt5 12.46 15.97 14.30 North America tracker growth 56434223659 gt1bn -
iShares MSCI Target UK Real Estate ETF 0.40 ltpt5 4.10 3.41 2.79 Property tracker income, growth 75939630 lt100m Quarterly
Lyxor Core UK Equity All Cap ETF 0.04 ltpt5 5.46 3.17 UK equity tracker growth 320083023 lt500m Semi-annually
Lyxor Core MSCI Japan ETF 0.12 ltpt5 -4.58 4.79 Japan tracker growth 210450669352 gt1bn -
Lyxor FTSE Actr UK Gilts (DR) ETF D GBP 0.05 ltpt5 -9.76 -1.26 -0.27 UK government bonds tracker income, growth 671543939 lt1bn Semi-annually
Lyxor FTSE Actr UK Gilts 0-5Y (DR) ETF D GBP 0.05 ltpt5 -2.75 -0.39 -0.26 UK government bonds tracker income, growth 227101666 lt500m Semi-annually
Vanguard FTSE Developed Asia Pacific ex Japan ETF 0.15 ltpt5 -3.99 Asia (ex Japan) tracker growth 1005958554 gt1bn -
Vanguard FTSE 250 ETF 0.10 ltpt5 -10.42 2.22 2.36 UK equity tracker growth 2294823102 gt1bn Quarterly
Vanguard FTSE Developed Europe ex UK ETF 0.10 ltpt5 -3.44 6.87 4.97 Europe ex UK tracker growth 1708164623 gt1bn Quarterly
Vanguard USD Emerging Markets Government Bond ETF 0.25 ltpt5 -2.60 0.53 1.32 Emerging markets bonds tracker income, growth 608841095 lt1bn Monthly
TB Amati UK Smaller Companies 0.89 lt1 -15.96 6.26 8.66 UK smaller companies active growth 905416836 lt1bn Semi-annually
Schroder Global Equity Income 0.87 lt1 10.05 6.63 6.50 Global active income, growth 260913013 lt500m Semi-annually
LF Lightman European R Acc 0.80 lt1 5.57 9.28 Europe ex UK active growth 475751688 lt500m Annually
BlackRock UK Special Situations 0.90 lt1 -9.65 2.29 4.38 UK equity active growth 591550610 lt1bn Semi-annually
HSBC FTSE All-World Index Tracker Fund C Acc 0.13 ltpt5 5.52 11.26 10.20 Global tracker growth 2752492670 gt1bn Annually
iShares MSCI World SRI ETF 0.20 ltpt5 8.64 Responsible tracker growth, Responsible Growth 6246455337 gt1bn -
iShares Physical Gold ETC 0.00 gt1pt5 16.84 16.02 Specialist tracker growth 186486842 lt500m -

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