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 46.42 28.00 33.90 Specialist active growth 8193086327 gt1bn Annually
Lazard Emerging Markets 0.97 lt1 5.52 -1.73 10.26 Emerging markets active growth 517417037 lt1bn Semi-annually
Barings Europe Select 0.81 lt1 15.91 6.83 12.57 Europe ex UK active growth 1291666267 gt1bn Semi-annually
Aberdeen Standard Investments Global Smaller Companies 0.95 lt1 36.94 13.07 18.85 Global active growth 1477697569 gt1bn Annually
Allianz Gilt Yield 0.32 ltpt5 -3.93 3.52 3.49 UK government bonds active income, growth 2978973668 gt1bn Semi-annually
Allianz Strategic Bond 0.42 ltpt5 24.03 13.76 Strategic bonds active income, growth 2577077356 gt1bn Semi-annually
Artemis Strategic Bond 0.57 lt1 3.25 3.57 5.97 Strategic bonds active income, growth 1814364535 gt1bn Quarterly
Artemis US Select 0.85 lt1 14.55 15.47 17.97 North America active growth 2104052794 gt1bn Annually
Artemis US Smaller Companies 0.89 lt1 31.70 21.38 22.17 North America active growth 662912116 lt1bn Annually
Baillie Gifford Global Alpha Growth 0.59 lt1 35.82 17.65 22.02 Global active growth 4470600285 gt1bn Semi-annually
Baillie Gifford High Yield Bond 0.37 ltpt5 3.18 4.30 6.94 High yield bonds active income, growth 868833849 lt1bn Quarterly
Baillie Gifford Japanese 0.61 lt1 30.21 7.98 16.86 Japan active growth 3237950996 gt1bn Annually
BlackRock Continental European Income 0.93 lt1 9.31 6.80 9.60 Europe ex UK active income, growth 1706370529 gt1bn Quarterly
BlackRock European Dynamic 0.92 lt1 32.98 14.34 16.81 Europe ex UK active growth 5064457322 gt1bn Annually
BlackRock Gold & General 1.17 lt1pt5 2.33 13.17 9.85 Specialist active growth 1283628391 gt1bn Annually
BMO Responsible Sterling Corporate Bond 0.57 lt1 0.56 3.99 4.78 Responsible active income, growth 224952191 lt500m Semi-annually
TB Evenlode Income 0.87 lt1 -4.78 4.90 8.73 UK equity income active income, growth 3751806980 gt1bn Quarterly
Fidelity Asia 0.94 lt1 34.34 12.90 20.44 Asia (ex Japan) active growth 4109410403 gt1bn Annually
Fidelity Emerging Markets 0.97 lt1 32.33 9.83 16.85 Emerging markets active growth 3106410438 gt1bn Annually
Fidelity Global Special Situations 0.92 lt1 19.11 11.02 15.77 Global active growth 2977058791 gt1bn Annually
Fidelity Strategic Bond 0.67 lt1 4.01 4.55 4.60 Strategic bonds active income, growth 1095624028 gt1bn Monthly
First Sentier Global Listed Infrastructure 0.80 lt1 -10.34 5.76 8.24 Specialist active income, growth 1764153095 gt1bn Semi-annually
Franklin UK Mid Cap 0.82 lt1 -7.62 2.84 7.31 UK equity active growth 1080821459 gt1bn Semi-annually
Franklin UK Smaller Companies 0.83 lt1 14.67 7.16 11.37 UK smaller companies active growth 298358178 lt500m Semi-annually
Invesco Asian 0.90 lt1 34.51 9.09 19.87 Asia (ex Japan) active growth 1657209838 gt1bn Annually
Lyxor FTSE Actuaries UK Gilts Inflation-Linked ETF 0.07 ltpt5 -3.74 3.38 5.89 UK government bonds tracker income, growth 61417120 lt100m Semi-annually
JO Hambro UK Dynamic 0.66 lt1 -3.09 -0.84 6.62 UK equity active growth 1157070057 gt1bn Annually
Artemis Corporate Bond 0.39 ltpt5 6.97 UK corporate bonds active income, growth 462254768 lt500m Quarterly
Janus Henderson UK Absolute Return 1.05 lt1pt5 1.81 1.83 1.87 Absolute return active growth 1403042241 gt1bn Semi-annually
JPM Emerging Markets Income 0.90 lt1 21.67 7.99 15.22 Emerging markets active income, growth 532954935 lt1bn Quarterly
JPM US Equity Income 0.78 lt1 4.78 9.01 12.31 North America active income, growth 3170168654 gt1bn Quarterly
Jupiter Asian Income 0.98 lt1 15.96 9.83 Asia (ex Japan) active income, growth 717362162 lt1bn Quarterly
Jupiter Japan Income 0.98 lt1 14.79 6.93 13.30 Japan active income, growth 793170463 lt1bn Semi-annually
Jupiter UK Special Situations 0.76 lt1 -1.56 -0.16 5.68 UK equity active growth 1730498443 gt1bn Semi-annually
LF Tellworth UK Smaller Companies 0.95 lt1 13.27 UK smaller companies active growth 322097330 lt500m Semi-annually
Liontrust Special Situations 0.82 lt1 5.19 6.90 10.76 UK equity active growth 5723604769 gt1bn Annually
Liontrust Sustainable Future Global Growth 0.88 lt1 27.66 19.33 19.54 Responsible active growth 1155263491 gt1bn Semi-annually
Liontrust Sustainable Future UK Growth 0.87 lt1 11.23 9.94 12.10 Responsible active growth 798225030 lt1bn Semi-annually
M&G Emerging Markets Bond 0.70 lt1 -4.42 4.62 7.58 Emerging markets bonds active income, growth 1196931551 gt1bn Semi-annually
M&G Global Macro Bond 0.63 lt1 0.74 4.60 4.81 Global bonds active income, growth 2083056449 gt1bn Quarterly
Man GLG Income 0.90 lt1 -5.74 0.27 6.77 UK equity income active income, growth 1764989800 gt1bn Monthly
Man GLG Undervalued Assets 0.90 lt1 -5.69 -1.85 6.19 UK equity active growth 1217985812 gt1bn Semi-annually
Montanaro UK Income 0.84 lt1 -1.85 4.82 7.85 UK equity income active income, growth 716246680 lt1bn Quarterly
Ninety One UK Alpha 0.73 lt1 1.72 2.53 5.75 UK equity active growth 2190153397 gt1bn Annually
Polar Capital Global Insurance 0.86 lt1 -6.66 6.32 10.74 Specialist active growth 1542989260 gt1bn -
Royal London Sustainable Leaders 0.61 lt1 1.53 9.44 10.79 Responsible active growth 2358516563 gt1bn Semi-annually
Royal London UK Corporate Bond 0.41 ltpt5 2.24 5.19 6.37 UK corporate bonds active income, growth 1410522477 gt1bn Quarterly
Schroder Global Recovery 0.86 lt1 12.32 3.05 10.95 Global active growth 308758598 lt500m Annually
Stewart Investors Asia Pacific Leaders Sustainability 0.84 lt1 22.37 10.17 12.47 Asia (ex Japan) active growth 6220681583 gt1bn Semi-annually
Stewart Investors Worldwide Sustainability 0.67 lt1 19.90 10.90 14.03 Responsible active growth 509723398 lt1bn Semi-annually
TB Evenlode Global Income 0.85 lt1 4.27 9.53 Global active income, growth 933247784 lt1bn Quarterly
Threadneedle UK Equity Income 0.82 lt1 -0.23 2.76 5.33 UK equity income active income, growth 3644224381 gt1bn Quarterly
Trojan Global Income 0.91 lt1 -1.94 7.43 Global active income, growth 435892139 lt500m Quarterly
Trojan Income 0.86 lt1 -9.49 0.78 2.54 UK equity income active income, growth 3282758314 gt1bn Semi-annually
TwentyFour Corporate Bond 0.34 ltpt5 1.31 4.24 5.30 UK corporate bonds active income, growth 1791542444 gt1bn Quarterly
Schroder European 0.78 lt1 9.72 2.98 9.87 Europe ex UK active growth 1271121080 gt1bn Annually
iShares Japan Equity Index (UK) D Acc 0.08 ltpt5 17.08 5.35 11.30 Japan tracker growth 2088874888 gt1bn Semi-annually
Fidelity Index World P Acc 0.12 ltpt5 14.20 10.84 14.16 Global tracker growth 2170416591 gt1bn Annually
iShares UK Equity Index (UK) D Acc 0.05 ltpt5 -1.07 1.26 6.14 UK equity tracker growth 10968875247 gt1bn Semi-annually
iShares Automation & Robotics ETF 0.40 ltpt5 48.04 14.52 Specialist tracker growth 4092559130 gt1bn -
iShares Core £ Corp Bond ETF GBP Dist 0.20 ltpt5 2.02 4.63 5.81 UK corporate bonds tracker income, growth 2037563573 gt1bn Quarterly
iShares Core FTSE 100 ETF GBP Dist 0.07 ltpt5 1.33 0.19 5.25 UK equity tracker growth 9102670319 gt1bn Quarterly
iShares Core Global Aggregate Bond ETF 0.10 ltpt5 -0.96 3.04 Global bonds tracker income, growth 4947759772 gt1bn Semi-annually
iShares Core MSCI EM IMI ETF USD Acc 0.18 ltpt5 27.32 5.92 14.58 Emerging markets tracker growth 19820891003 gt1bn -
iShares Core S&P 500 ETF USD Acc 0.07 ltpt5 22.45 13.15 16.34 North America tracker growth 43267782771 gt1bn -
iShares MSCI Target UK Real Estate ETF 0.40 ltpt5 -3.42 2.24 2.59 Property tracker income, growth 77128340 lt100m Quarterly
Lyxor Core Morningstar UK ETF 0.04 ltpt5 1.41 UK equity tracker growth 65459388 lt100m Semi-annually
Lyxor Core MSCI Japan ETF 0.12 ltpt5 22.22 Japan tracker growth 182108869384 gt1bn -
Lyxor Core MSCI World ETF 0.12 ltpt5 20.27 Global tracker growth 908173769 lt1bn -
Lyxor FTSE Actr UK Gilts (DR) ETF D GBP 0.07 ltpt5 -4.37 3.05 2.85 UK government bonds tracker income, growth 684671386 lt1bn Semi-annually
Lyxor FTSE Actr UK Gilts 0-5Y (DR) ETF D GBP 0.07 ltpt5 0.00 0.82 UK government bonds tracker income, growth 135894798 lt500m Semi-annually
Vanguard FTSE Developed Asia Pacific ex Japan ETF 0.15 ltpt5 25.46 Asia (ex Japan) tracker growth 951571418 lt1bn -
Vanguard FTSE 250 ETF 0.10 ltpt5 10.76 4.60 7.48 UK equity tracker growth 2580262266 gt1bn Quarterly
Vanguard FTSE Developed Europe ex UK ETF 0.10 ltpt5 14.03 5.34 10.72 Europe ex UK tracker growth 1393687013 gt1bn Quarterly
Vanguard USD Emerging Markets Government Bond ETF 0.25 ltpt5 -7.29 4.17 Emerging markets bonds tracker income, growth 698759992 lt1bn Monthly
TB Amati UK Smaller Companies 0.89 lt1 24.40 12.87 18.35 UK smaller companies active growth 538721394 lt1bn Semi-annually
Schroder Global Equity Income 0.87 lt1 7.88 1.91 9.43 Global active income, growth 204675672 lt500m Semi-annually

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