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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

Robeco Emerging Stars Equities

A valuation-led emerging-markets strategy combining active country allocation with fundamental stock selection.

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

Goodhart Global Smaller Companies

A disciplined smaller-company strategy seeking structural change and long-duration compounding.

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

LO Funds – Transition Materials

A research-led commodity strategy systematically expressing transition-driven material scarcity.

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

Robeco Boston Partners Global Premium Equities

A valuation-led global equity strategy combining systematic breadth with fundamental judgement.

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

A.I. Machines Global Managed Risk

Systematic equity exposure management focused on limiting deep and prolonged drawdowns.

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

Heptagon Future Trends Equity

A concentrated thematic equity strategy combining structural trends with disciplined stock selection.

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

GAM Star Continental European Equity

Style-agnostic European equities built around valuation discipline, behavioural flexibility and rapid decision-making.

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

GAM Star European Equity

A style-agnostic European equity strategy built around comparative expected-return discipline.

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

M&G European ex-UK

A disciplined European value strategy built around patience and stock selection.

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

SMDAM Japan Equity High Conviction

A concentrated Japanese equity strategy built around differentiated near-term earnings analysis.

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

Ecofin Global Utilities and Infrastructure Trust

Essential-infrastructure specialist combining regulatory analysis, valuation discipline and selective gearing.

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

Man Undervalued Assets

A disciplined UK value strategy built around assets, cash and patience.

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

Aberforth UK Small Companies Fund

Contrarian UK smaller-company value investing built on disciplined intrinsic-value research.

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

Artemis US Smaller Companies

A flexible US smaller-companies strategy built around changing fundamental expectations.

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

Aberforth Smaller Companies Trust

A patient, contrarian UK smaller-company strategy built around disciplined fundamental value investing.

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

Jupiter UK Dynamic Equity

A disciplined UK equity strategy focused on value creation through business transformation.

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

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.

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.

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