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Fund Research

The Infundly Fund Discovery Desk helps professional allocators and fund selectors explore independent fund research, research-conviction views and due diligence insights.

Explore Infundly’s independent fund research and research-conviction views across funds, investment trusts and trackers. The Fund Discovery Desk is designed for advisers, DFMs, MPS teams, charities and investment committees looking to support fund discovery, manager challenge and portfolio governance.

Use the filters below to search by asset class, region, structure, style, portfolio role and Infundly research conviction. Ratings are research judgements, not recommendations, and should be considered alongside each user’s own due diligence and governance process.

Why these funds appear in Fund Discovery

Infundly’s research universe is selective by design. We do not aim to cover the whole market. Funds appear here because, in our judgement, they are worth research attention. A fund may be included because it shows one or more of the following: A clear or differentiated investment approach A potentially useful portfolio role Notable governance, implementation or structural features Enough substance, interest or distinctiveness to justify deeper assessment

Independent research to support professional fund discovery and due diligence.

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How to use this page

Screen the research universe

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Use standard filters such as asset type, region, structure and active/passive status.

Add Infundly context

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Use advanced research-led filters such as portfolio role, style, beliefs and research conviction.

Go deeper where relevant

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Open individual fund notes to understand the research view, key risks and what could change the assessment.

Screen by standard fund attributes or use Infundly’s research-led filters to explore funds by portfolio role, style, values and research conviction.

Discovery Filters

WCM Global Equity

A selective global equity strategy built around improving moats, culture and disciplined concentration.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Jupiter Asian Income

A concentrated Asia Pacific ex-Japan quality-income strategy with clear manager discipline.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Jupiter Gold & Silver

A specialist precious-metals strategy blending bullion trusts, gold miners and silver miners.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Aegon High Yield Bond

A selective high-yield strategy built around bottom-up credit judgement.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Capital Group Investment Company of America

A core US equity strategy built on research depth and shared accountability.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Capital Group New Economy

A global innovation-growth fund built around Capital Group’s multi-manager system.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Personal Assets Trust

Capital-preservation investment trust using valuation discipline and defensive diversification.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Trojan

A cautious multi-asset strategy built around capital preservation and resilience.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Trojan Ethical

A cautious multi-asset strategy combining capital preservation with ethical constraints.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

WS Raynar UK Smaller Companies

A catalyst-led UK smaller companies strategy built around earnings inflection.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Pzena Global Value

Deep-value global equity strategy built around normalised earnings discipline.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

First Eagle US Small Cap Opportunity

A diversified US small-cap value strategy built around earnings normalisation.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Kempen Global Value

A quality-value strategy seeking mispriced companies without deep-value drift.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Amati Global Innovation

A specialist innovation fund focused on profitable adoption before consensus catches up.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

TrinityBridge Select Fixed Income

A concentrated, valuation-led bond fund built on deep credit underwriting.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

PIMCO GIS Global High Yield Bond

Quality-biased global high yield driven by disciplined security selection.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

PIMCO GIS Income

A flexible global income strategy driven by tactical fixed income allocation.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

PIMCO GIS Total Return Bond

Benchmark-aware core-plus bond strategy built through disciplined whole-portfolio decisions.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Thornburg Equity Income Builder

A valuation-disciplined global equity income fund built for resilient compounding.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Nutshell Growth

Systematic quality and valuation discipline, continuously recalibrated to capture mispricing.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

MAN Japan CoreAlpha Equity

Contrarian Japanese large-cap value investing with active risk-managed re-sizing.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

MAN Global Resources Equity

Commodity-cycle-led resources equity strategy with selective, PM-led implementation.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

C WorldWide Global Equities

Concentrated quality-growth investing with disciplined, long-horizon capital reallocation.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Polar Capital Global Healthcare Trust

High-conviction healthcare stock selection driven by specialist judgement and discipline.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Polar Capital Healthcare Opportunities

A concentrated healthcare stock picker driven by specialist judgement and research.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Royal London Short Term Money Market

Disciplined short-term credit strategy balancing liquidity preservation with incremental yield.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Kempen Global Small-Cap

Rare global small-cap value strategy targeting profitable businesses trading below intrinsic value.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Thornburg Global Opportunities

Concentrated global equity strategy exploiting valuation dislocations in quality companies.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Capital Group Global High Income Opportunities

Diversified global credit strategy combining high yield and emerging markets income

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Royal London Sustainable World Trust

Sustainability-driven global strategy investing in high-quality growth businesses with discipline.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Redwheel Next Generation Emerging Markets Equity

Frontier strategy blending structural themes with disciplined valuation-driven stock selection

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Redwheel Global Intrinsic Value

High-conviction intrinsic value strategy targeting behavioural mispricing in global equities

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

JPMorgan Global Emerging Markets Dividend Income Trust

Income-focused emerging market equity strategy using dividends as a quality discipline

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

JPM Emerging Markets Income

Dividend-led emerging market strategy combining income discipline with quality-focused stock selection.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Alerian Midstream Energy Dividend

Rules-based exposure to concentrated midstream energy infrastructure income equities

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

SVS RM Defensive Capital

Valuation-driven multi-asset strategy with explicit downside protection and risk discipline

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Bluebox Global Technology

A concentrated technology strategy focused on long-term value capture from technology enablers.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

SVS Baker Steel Gold & Precious Metals

Concentrated valuation-driven precious-metals equity strategy combining stock selection with tactical metal allocation.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Oberon UK Smaller Companies

Valuation-driven UK small-cap strategy exploiting neglected companies and dislocated pricing.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Vanguard US Government Bond

Disciplined sampling tracker delivering broad U.S. government bond market exposure.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Vanguard FTSE UK Equity Income Index

Physically replicated tracker delivering dividend-screened exposure to U.K. large-cap equities.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Vanguard Global Small-Cap Index

Global small-cap equity exposure delivered through optimised physical index replication.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Vanguard ESG Screened Developed World All Cap Equity

Rules-based developed-market all-cap equity exposure with systematic ESG exclusions.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

L&G Global Technology Index

Physical FTSE World Technology Index replication delivering disciplined global technology equity exposure.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

L&G Global Infrastructure Index

Physically replicated global infrastructure index exposure with disciplined and transparent implementation.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

L&G Global Real Estate Dividend Index

Dividend-tilted global REIT exposure delivered through disciplined physical index replication.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

L&G Global Health & Pharmaceuticals Trust

Global healthcare exposure delivered through disciplined physical index replication.

For professional users only. Infundly research-conviction marks are research opinions, not investment recommendations, rankings or advice.

Important information

Infundly Fund Research & Ratings are intended for authorised investment professionals and firms. They do not constitute investment advice, a personal recommendation, a ranking, or an invitation to invest. Users should consider the research alongside their own due diligence, client requirements and governance process.

© 2026 by Infundly.

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Important information
Infundly is a trading name of AdmansPraxis Limited and is registered in England & Wales with company number 16707331. Its registered office address is 71-75 Shelton Street, Covent Garden, London, WC2H 9JQ.  VAT no. 512 0435 45. We provide independent research and consulting services and are not authorised or regulated by the Financial Conduct Authority. We do not provide personal financial advice.​

The information on this website is directed exclusively at Professional Clients and Eligible Counterparties (as defined by the FCA) and must not be relied upon by Retail Clients. The materials are for information purposes only and do not constitute a financial promotion. If you are a retail investor, please seek independent financial advice. Nothing on this site constitutes investment advice, a personal recommendation, or a regulated activity under the Financial Services and Markets Act 2000. If you act on any information, you do so at your own risk. We accept no liability for any resulting loss.​

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The value of investments may fall as well as rise. Past performance is not a reliable indicator of future results. Opinions may change without notice.


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