AJ Bell launches adviser fund research service

Fundamentals opens up detailed ETF analysis

Jenna Brown
The service covers 77 funds and ETFs

The service covers 77 funds and ETFs

AJ Bell Investcentre has launched a service designed to help financial advisers complete investment research and due diligence on funds and ETFs.

The service, Fundamentals, gives advisers free access to AJ Bell's investment research expertise and detailed analysis of the funds and ETFs, both active and passive, that the team believes have the potential to achieve their stated investment objective. The service currently covers 77 funds and ETFs (comprised of 57 active and 20 passive) that have been selected by AJ Bell's investment team using the same research process that is used for the AJ Bell Funds and Managed Portfolio Service that are already used by many advisers, it said. AJ Bell launches third-party DFM service The pr...

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