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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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 24.04 22.13 31.30 Specialist active growth 8942361413 gt1bn Annually
Lazard Emerging Markets 0.97 lt1 28.39 1.03 9.22 Emerging markets active growth 537750366 lt1bn Semi-annually
Barings Europe Select 0.81 lt1 34.60 8.16 13.47 Europe ex UK active growth 1291666267 gt1bn Semi-annually
Aberdeen Standard Investments Global Smaller Companies 0.95 lt1 34.02 10.20 17.86 Global active growth 1518101941 gt1bn Annually
Allianz Gilt Yield 0.32 ltpt5 -8.11 3.34 3.37 UK government bonds active income, growth 3002486323 gt1bn Semi-annually
Allianz Strategic Bond 0.42 ltpt5 6.87 13.62 Strategic bonds active income, growth 3122908934 gt1bn Semi-annually
Artemis Strategic Bond 0.57 lt1 7.28 3.70 5.14 Strategic bonds active income, growth 1824010273 gt1bn Quarterly
Artemis US Select 0.85 lt1 21.66 15.30 19.26 North America active growth 2143023798 gt1bn Annually
Artemis US Smaller Companies 0.89 lt1 42.85 18.63 22.38 North America active growth 767107138 lt1bn Annually
Baillie Gifford Global Alpha Growth 0.59 lt1 33.64 15.23 20.05 Global active growth 4745330268 gt1bn Semi-annually
Baillie Gifford High Yield Bond 0.37 ltpt5 16.70 4.45 5.91 High yield bonds active income, growth 909303895 lt1bn Quarterly
Baillie Gifford Japanese 0.61 lt1 24.14 5.75 15.27 Japan active growth 3386675684 gt1bn Annually
BlackRock Continental European Income 0.93 lt1 28.21 7.72 10.25 Europe ex UK active income, growth 1666208462 gt1bn Quarterly
BlackRock European Dynamic 0.92 lt1 49.49 15.17 17.47 Europe ex UK active growth 5089341467 gt1bn Annually
BlackRock Gold & General 1.17 lt1pt5 -2.71 16.09 8.60 Specialist active growth 1276857798 gt1bn Annually
BMO Responsible Sterling Corporate Bond 0.57 lt1 2.83 4.04 4.09 Responsible active income, growth 244949753 lt500m Semi-annually
TB Evenlode Income 0.87 lt1 10.89 5.68 9.45 UK equity income active income, growth 3667547074 gt1bn Quarterly
Fidelity Asia 0.94 lt1 31.10 9.53 18.00 Asia (ex Japan) active growth 4371419020 gt1bn Annually
Fidelity Emerging Markets 0.97 lt1 42.02 9.60 15.35 Emerging markets active growth 3177482408 gt1bn Annually
Fidelity Global Special Situations 0.92 lt1 31.14 11.74 16.44 Global active growth 3047992919 gt1bn Annually
Fidelity Strategic Bond 0.67 lt1 7.61 5.05 3.82 Strategic bonds active income, growth 1060821455 gt1bn Monthly
First Sentier Global Listed Infrastructure 0.80 lt1 8.87 7.19 8.86 Specialist active income, growth 1656886930 gt1bn Semi-annually
Franklin UK Mid Cap 0.82 lt1 35.22 4.02 9.76 UK equity active growth 1095589065 gt1bn Semi-annually
Franklin UK Smaller Companies 0.83 lt1 52.82 10.06 13.44 UK smaller companies active growth 309116358 lt500m Semi-annually
Invesco Asian 0.90 lt1 42.96 8.20 18.05 Asia (ex Japan) active growth 1694925395 gt1bn Annually
Lyxor FTSE Actuaries UK Gilts Inflation-Linked ETF 0.07 ltpt5 -3.20 4.68 6.38 UK government bonds tracker income, growth 87637028 lt100m Semi-annually
JO Hambro UK Dynamic 0.66 lt1 41.83 -0.41 7.93 UK equity active growth 198941639 lt500m Annually
Artemis Corporate Bond 0.39 ltpt5 10.06 UK corporate bonds active income, growth 504497371 lt1bn Quarterly
Janus Henderson UK Absolute Return 1.05 lt1pt5 5.22 2.34 2.47 Absolute return active growth 1386642311 gt1bn Semi-annually
JPM Emerging Markets Income 0.90 lt1 32.32 8.53 13.77 Emerging markets active income, growth 561553261 lt1bn Quarterly
JPM US Equity Income 0.78 lt1 28.56 12.18 13.90 North America active income, growth 3399977111 gt1bn Quarterly
Jupiter Asian Income 0.98 lt1 26.27 8.62 12.02 Asia (ex Japan) active income, growth 758433438 lt1bn Quarterly
Jupiter Japan Income 0.98 lt1 18.87 6.12 12.65 Japan active income, growth 775403179 lt1bn Semi-annually
Jupiter UK Special Situations 0.76 lt1 37.87 1.55 8.06 UK equity active growth 1755607090 gt1bn Semi-annually
LF Tellworth UK Smaller Companies 0.98 lt1 59.98 UK smaller companies active growth 338842380 lt500m Semi-annually
Liontrust Special Situations 0.82 lt1 24.00 6.80 11.33 UK equity active growth 5511868560 gt1bn Annually
Liontrust Sustainable Future Global Growth 0.88 lt1 25.69 17.97 18.99 Responsible active growth 1248349052 gt1bn Semi-annually
Liontrust Sustainable Future UK Growth 0.87 lt1 31.46 8.82 12.79 Responsible active growth 842822445 lt1bn Semi-annually
M&G Emerging Markets Bond 0.70 lt1 4.32 3.92 6.74 Emerging markets bonds active income, growth 1351664363 gt1bn Semi-annually
M&G Global Macro Bond 0.63 lt1 -6.40 4.06 4.37 Global bonds active income, growth 2192841531 gt1bn Quarterly
Man GLG Income 0.90 lt1 33.04 1.19 8.34 UK equity income active income, growth 1872890255 gt1bn Monthly
Man GLG Undervalued Assets 0.90 lt1 40.30 -1.29 7.84 UK equity active growth 1373313269 gt1bn Semi-annually
Montanaro UK Income 0.84 lt1 28.35 5.26 9.22 UK equity income active income, growth 777564057 lt1bn Quarterly
Ninety One UK Alpha 0.73 lt1 19.40 2.69 6.58 UK equity active growth 1851279062 gt1bn Annually
Polar Capital Global Insurance 0.86 lt1 29.27 8.93 12.09 Specialist active growth 1688009748 gt1bn -
Royal London Sustainable Leaders 0.61 lt1 16.92 9.64 12.42 Responsible active growth 2406008577 gt1bn Semi-annually
Royal London UK Corporate Bond 0.41 ltpt5 7.89 5.50 5.81 UK corporate bonds active income, growth 1455681801 gt1bn Quarterly
Schroder Global Recovery 0.86 lt1 49.64 4.71 10.99 Global active growth 330519335 lt500m Annually
Stewart Investors Asia Pacific Leaders Sustainability 0.84 lt1 28.65 9.40 12.15 Asia (ex Japan) active growth 6552453068 gt1bn Semi-annually
Stewart Investors Worldwide Sustainability 0.67 lt1 17.44 10.20 12.92 Responsible active growth 550326593 lt1bn Semi-annually
TB Evenlode Global Income 0.85 lt1 18.00 12.06 Global active income, growth 1199948133 gt1bn Quarterly
Threadneedle UK Equity Income 0.82 lt1 26.37 3.32 6.88 UK equity income active income, growth 3448545721 gt1bn Quarterly
Trojan Global Income 0.91 lt1 6.38 9.93 Global active income, growth 510668826 lt1bn Quarterly
Trojan Income 0.86 lt1 7.95 1.63 3.79 UK equity income active income, growth 2855219905 gt1bn Semi-annually
TwentyFour Corporate Bond 0.34 ltpt5 4.74 4.40 4.93 UK corporate bonds active income, growth 1803816350 gt1bn Quarterly
Schroder European 0.78 lt1 29.41 3.85 10.80 Europe ex UK active growth 1283965468 gt1bn Annually
iShares Japan Equity Index (UK) D Acc 0.08 ltpt5 14.16 3.79 10.44 Japan tracker growth 2112157781 gt1bn Semi-annually
Fidelity Index World P Acc 0.12 ltpt5 26.46 11.79 14.70 Global tracker growth 2443610106 gt1bn Annually
iShares UK Equity Index (UK) D Acc 0.05 ltpt5 25.35 1.48 7.15 UK equity tracker growth 11119986467 gt1bn Semi-annually
iShares Automation & Robotics ETF 0.40 ltpt5 38.65 13.73 Specialist tracker growth 3618210715 gt1bn -
iShares Core £ Corp Bond ETF GBP Dist 0.20 ltpt5 3.51 4.72 4.71 UK corporate bonds tracker income, growth 1740154816 gt1bn Quarterly
iShares Core FTSE 100 ETF GBP Dist 0.07 ltpt5 20.71 0.15 6.50 UK equity tracker growth 9790564023 gt1bn Quarterly
iShares Core Global Aggregate Bond ETF 0.10 ltpt5 -0.35 3.05 Global bonds tracker income, growth 5295234524 gt1bn Semi-annually
iShares Core MSCI EM IMI ETF USD Acc 0.18 ltpt5 31.68 5.29 13.13 Emerging markets tracker growth 19597336554 gt1bn -
iShares Core S&P 500 ETF USD Acc 0.07 ltpt5 25.46 15.08 17.23 North America tracker growth 47823383349 gt1bn -
iShares MSCI Target UK Real Estate ETF 0.40 ltpt5 16.84 2.35 2.78 Property tracker income, growth 80563407 lt100m Quarterly
Lyxor Core Morningstar UK ETF 0.04 ltpt5 26.44 1.63 UK equity tracker growth 230863742 lt500m Semi-annually
Lyxor Core MSCI Japan ETF 0.12 ltpt5 19.42 6.10 Japan tracker growth 208639267976 gt1bn -
Lyxor Core MSCI World ETF 0.12 ltpt5 26.03 12.02 Global tracker growth 1080029362 gt1bn -
Lyxor FTSE Actr UK Gilts (DR) ETF D GBP 0.07 ltpt5 -7.94 2.95 2.77 UK government bonds tracker income, growth 732266061 lt1bn Semi-annually
Lyxor FTSE Actr UK Gilts 0-5Y (DR) ETF D GBP 0.07 ltpt5 -0.42 0.82 UK government bonds tracker income, growth 132179895 lt500m Semi-annually
Vanguard FTSE Developed Asia Pacific ex Japan ETF 0.15 ltpt5 39.40 Asia (ex Japan) tracker growth 951571418 lt1bn -
Vanguard FTSE 250 ETF 0.10 ltpt5 39.57 4.57 8.46 UK equity tracker growth 2580262266 gt1bn Quarterly
Vanguard FTSE Developed Europe ex UK ETF 0.10 ltpt5 31.27 6.88 11.57 Europe ex UK tracker growth 1393687013 gt1bn Quarterly
Vanguard USD Emerging Markets Government Bond ETF 0.25 ltpt5 -3.79 3.90 Emerging markets bonds tracker income, growth 698759992 lt1bn Monthly
TB Amati UK Smaller Companies 0.89 lt1 52.06 11.76 19.02 UK smaller companies active growth 632701277 lt1bn Semi-annually
Schroder Global Equity Income 0.87 lt1 38.26 2.11 10.72 Global active income, growth 223642594 lt500m Semi-annually

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