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 50.97 26.50 31.16 Specialist active growth 7339185541 gt1bn Annually
Lazard Emerging Markets 0.94 lt1 -4.26 -2.54 8.34 Emerging markets active growth 518751799 lt1bn Semi-annually
Barings Europe Select 0.80 lt1 8.65 4.81 12.54 Europe ex UK active growth 1144251495 gt1bn Semi-annually
Aberdeen Standard Investments Global Smaller Companies 1.05 lt1pt5 26.67 11.72 17.85 Global active growth 1284799941 gt1bn Annually
Allianz Gilt Yield 0.32 ltpt5 6.81 5.38 5.66 UK government bonds active income, growth 2475559788 gt1bn Semi-annually
Allianz Strategic Bond 0.42 ltpt5 29.91 14.13 Strategic bonds active income, growth 2306716864 gt1bn Semi-annually
Artemis Strategic Bond 0.57 lt1 5.73 3.68 5.39 Strategic bonds active income, growth 1734697594 gt1bn Quarterly
Artemis US Select 0.85 lt1 14.92 15.05 17.30 North America active growth 1830400842 gt1bn Annually
Artemis US Smaller Companies 0.89 lt1 18.94 16.07 19.25 North America active growth 500282777 lt1bn Annually
Baillie Gifford Global Alpha Growth 0.59 lt1 30.33 15.24 19.03 Global active growth 4651932593 gt1bn Semi-annually
Baillie Gifford High Yield Bond 0.37 ltpt5 3.31 3.88 5.58 High yield bonds active income, growth 810306114 lt1bn Quarterly
Baillie Gifford Japanese 0.62 lt1 14.33 6.18 15.02 Japan active growth 3080462578 gt1bn Annually
BlackRock Continental European Income 0.92 lt1 11.63 5.68 10.46 Europe ex UK active income, growth 1606328516 gt1bn Quarterly
BlackRock European Dynamic 0.92 lt1 28.63 12.54 16.52 Europe ex UK active growth 4116398064 gt1bn Annually
BlackRock Gold & General 1.17 lt1pt5 27.53 11.32 19.79 Specialist active growth 1874464777 gt1bn Annually
BMO Responsible Sterling Corporate Bond 0.57 lt1 6.43 4.59 5.31 Responsible active income, growth 201616007 lt500m Semi-annually
TB Evenlode Income 0.87 lt1 -6.70 4.72 9.15 UK equity income active income, growth 3466288205 gt1bn Quarterly
Fidelity Asia 0.94 lt1 23.61 9.10 17.95 Asia (ex Japan) active growth 3548389522 gt1bn Annually
Fidelity Emerging Markets 0.97 lt1 21.50 6.97 13.93 Emerging markets active growth 2635497188 gt1bn Annually
Fidelity Global Special Situations 0.92 lt1 16.91 9.87 14.65 Global active growth 2722833010 gt1bn Annually
Fidelity Strategic Bond 0.67 lt1 7.93 4.43 4.53 Strategic bonds active income, growth 1066755044 gt1bn Monthly
First Sentier Global Listed Infrastructure 0.79 lt1 -2.34 4.88 11.28 Specialist active income, growth 1739283681 gt1bn Semi-annually
Franklin UK Mid Cap 0.83 lt1 -10.56 1.63 5.89 UK equity active growth 967994884 lt1bn Semi-annually
Franklin UK Smaller Companies 0.83 lt1 10.91 5.31 8.38 UK smaller companies active growth 252543918 lt500m Semi-annually
Invesco Asian 0.90 lt1 19.96 5.43 17.33 Asia (ex Japan) active growth 1455922750 gt1bn Annually
Lyxor FTSE Actuaries UK Gilts Inflation-Linked ETF 0.07 ltpt5 8.16 4.82 7.59 UK government bonds tracker income, growth 62997667 lt100m Semi-annually
JO Hambro UK Dynamic 0.67 lt1 -16.75 -3.60 3.94 UK equity active growth 1194077321 gt1bn Annually
Artemis Corporate Bond 0.40 ltpt5 11.81 UK corporate bonds active income, growth 362109956 lt500m Quarterly
Janus Henderson UK Absolute Return 1.05 lt1pt5 3.23 1.27 1.99 Absolute return active growth 1385667993 gt1bn Semi-annually
JPM Emerging Markets Income 0.90 lt1 9.09 6.44 13.32 Emerging markets active income, growth 453023781 lt500m Quarterly
JPM US Equity Income 0.78 lt1 2.50 8.79 12.77 North America active income, growth 2954332258 gt1bn Quarterly
Jupiter Asian Income 0.98 lt1 5.26 5.49 Asia (ex Japan) active income, growth 707249718 lt1bn Quarterly
Jupiter Japan Income 0.98 lt1 8.88 8.12 12.79 Japan active income, growth 618015487 lt1bn Semi-annually
Jupiter UK Special Situations 0.76 lt1 -11.80 -1.56 4.30 UK equity active growth 1575921110 gt1bn Semi-annually
LF Tellworth UK Smaller Companies 0.95 lt1 1.59 UK smaller companies active growth 284324892 lt500m Semi-annually
Liontrust Special Situations 0.82 lt1 -0.54 5.14 9.34 UK equity active growth 5493984459 gt1bn Annually
Liontrust Sustainable Future Global Growth 0.89 lt1 28.23 17.81 18.33 Responsible active growth 931004439 lt1bn Semi-annually
Liontrust Sustainable Future UK Growth 0.87 lt1 6.42 7.17 9.63 Responsible active growth 628994969 lt1bn Semi-annually
M&G Emerging Markets Bond 0.75 lt1 1.73 4.37 9.66 Emerging markets bonds active income, growth 1052790165 gt1bn Semi-annually
M&G Global Macro Bond 0.78 lt1 7.78 5.35 7.53 Global bonds active income, growth 1924073173 gt1bn Quarterly
Man GLG Income 0.90 lt1 -11.58 -0.70 4.96 UK equity income active income, growth 910206252 lt1bn Monthly
Man GLG Undervalued Assets 0.90 lt1 -14.13 -3.80 3.67 UK equity active growth 939452556 lt1bn Semi-annually
Montanaro UK Income 0.86 lt1 -3.64 2.43 UK equity income active income, growth 639585144 lt1bn Quarterly
Ninety One UK Alpha 0.72 lt1 -4.66 1.04 4.68 UK equity active growth 2237856556 gt1bn Annually
Polar Capital Global Insurance 0.88 lt1 -3.68 6.30 11.47 Specialist active growth 1252547407 gt1bn -
Royal London Sustainable Leaders 0.61 lt1 2.83 8.49 10.04 Responsible active growth 2175328613 gt1bn Semi-annually
Royal London UK Corporate Bond 0.41 ltpt5 6.68 5.32 6.44 UK corporate bonds active income, growth 1372482045 gt1bn Quarterly
Schroder Global Recovery 0.86 lt1 -7.83 -0.14 8.48 Global active growth 249304349 lt500m Annually
Stewart Investors Asia Pacific Leaders Sustainability 0.84 lt1 17.11 9.35 12.43 Asia (ex Japan) active growth 5788587417 gt1bn Semi-annually
Stewart Investors Worldwide Sustainability 0.67 lt1 14.83 9.38 14.00 Responsible active growth 370448069 lt500m Semi-annually
TB Evenlode Global Income 0.85 lt1 1.86 8.83 Global active income, growth 822196306 lt1bn Quarterly
Threadneedle UK Equity Income 0.82 lt1 -5.37 1.47 4.66 UK equity income active income, growth 3432756786 gt1bn Quarterly
Trojan Global Income 0.93 lt1 3.03 7.67 Global active income, growth 283820737 lt500m Quarterly
Trojan Income 0.86 lt1 -8.99 1.02 3.38 UK equity income active income, growth 3335505905 gt1bn Semi-annually
TwentyFour Corporate Bond 0.34 ltpt5 5.81 4.37 5.50 UK corporate bonds active income, growth 1626771734 gt1bn Quarterly
Schroder European 0.77 lt1 7.38 2.40 10.18 Europe ex UK active growth 1210439907 gt1bn Annually
iShares Japan Equity Index (UK) D Acc 0.08 ltpt5 7.87 4.73 10.24 Japan tracker growth 1718443836 gt1bn Semi-annually
Fidelity Index World P Acc 0.12 ltpt5 11.59 10.07 13.78 Global tracker growth 1821582865 gt1bn Annually
iShares UK Equity Index (UK) D Acc 0.06 ltpt5 -8.89 -0.37 4.57 UK equity tracker growth 9948610470 gt1bn Semi-annually
iShares Automation & Robotics ETF 0.40 ltpt5 28.93 11.62 Specialist tracker growth 3433104793 gt1bn -
iShares Core £ Corp Bond ETF GBP Dist 0.20 ltpt5 7.34 5.50 6.31 UK corporate bonds tracker income, growth 2184224074 gt1bn Quarterly
iShares Core FTSE 100 ETF GBP Dist 0.07 ltpt5 -10.90 -1.11 4.17 UK equity tracker growth 8275413591 gt1bn Quarterly
iShares Core Global Aggregate Bond ETF 0.10 ltpt5 3.72 3.32 Global bonds tracker income, growth 4174482507 gt1bn Semi-annually
iShares Core MSCI EM IMI ETF USD Acc 0.18 ltpt5 13.89 3.82 12.61 Emerging markets tracker growth 16667701436 gt1bn -
iShares Core S&P 500 ETF USD Acc 0.07 ltpt5 13.39 13.35 16.28 North America tracker growth 41681338339 gt1bn -
iShares MSCI Target UK Real Estate ETF 0.40 ltpt5 -7.81 1.67 0.38 Property tracker income, growth 80556203 lt100m Quarterly
Lyxor Core Morningstar UK ETF 0.04 ltpt5 -10.81 UK equity tracker growth 53436627 lt100m Annually
Lyxor Core MSCI Japan ETF 0.12 ltpt5 7.35 Japan tracker growth 113712902388 gt1bn -
Lyxor Core MSCI World ETF 0.12 ltpt5 10.51 Global tracker growth 680784911 lt1bn -
Lyxor FTSE Actr UK Gilts (DR) ETF D GBP 0.07 ltpt5 5.43 4.67 4.95 UK government bonds tracker income, growth 691681450 lt1bn Semi-annually
Lyxor FTSE Actr UK Gilts 0-5Y (DR) ETF D GBP 0.07 ltpt5 1.12 0.86 UK government bonds tracker income, growth 143500571 lt500m Semi-annually
Vanguard FTSE Developed Asia Pacific ex Japan ETF 0.15 ltpt5 11.14 Asia (ex Japan) tracker growth 652322977 lt1bn -
Vanguard FTSE 250 ETF 0.10 ltpt5 -3.64 1.96 5.28 UK equity tracker growth 1370741431 gt1bn Quarterly
Vanguard FTSE Developed Europe ex UK ETF 0.10 ltpt5 6.32 4.18 10.04 Europe ex UK tracker growth 1136757248 gt1bn Quarterly
Vanguard USD Emerging Markets Government Bond ETF 0.25 ltpt5 2.47 4.72 Emerging markets bonds tracker income, growth 596140684 lt1bn Monthly

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