Wealth 150

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Mark Dampier, Head of Research Mark Dampier is Head of Research at Hargreaves Lansdown. His regular media appearances mean he is now regarded as one of the foremost personal finance commentators. Below, he introduces the indispensable Wealth 150 list.

The Wealth 150 represents what we believe to be the best funds across all the major sectors, so wherever you choose to invest you should find something of interest. We are proud of our record; since launch in 2003, it has outperformed the MSCI World Index by 35%.

For a fund to be included in the Wealth 150 it must go through a rigorous selection process. Our 10 strong research team use complex mathematical models and meet with over 300 fund managers a year. All funds within the Wealth 150 are continually monitored.

If a fund is not within our Wealth 150 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe these are superior alternatives.

The Wealth 150 is designed for people who would like to choose their own funds. It does not constitute a personal recommendation. As well as the Wealth 150, we also offer a range of multi-manager funds which allow you to leave the choice of underlying funds to our experts, and should you have any doubts as to the suitability of an investment for your circumstances please contact our Financial Practitioners for individual advice.

   
Name Current price Factsheet
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Aberdeen Asia Pacific (Accumulation) Wealth 150 fund
Asia Pacific Ex Japan
95.77 -5.03 Factsheet
Aberdeen Asia Pacific (Income) Wealth 150 fund
Asia Pacific Ex Japan
93.39 -4.91 Factsheet
Aberdeen Emerging Markets (Accumulation) Wealth 150 fund
Global Emerging Mkts
257.80 -12.05 Factsheet
Aegon Ethical Equity (Accumulation) Wealth 150 fund
UK All Companies
79.02 -2.17 Factsheet
Aegon Investment Grade Bond (Accumulation) Wealth 150 fund
GBP Corporate Bond
89.33 -0.24 Factsheet
Aegon Investment Grade Bond (Income) Wealth 150 fund
GBP Corporate Bond
82.80 -0.23 Factsheet
Allianz RCM BRIC Stars (Accumulation) Wealth 150 fund
Specialist
100.75 -6.62 Factsheet
Artemis Capital (Accumulation) Wealth 150 fund
UK All Companies
607.64 642.90 -22.64 Factsheet
Artemis European Growth (Accumulation) Wealth 150 fund
Europe Excluding UK
148.84 157.07 -6.03 Factsheet
Artemis Global Growth (Accumulation) Wealth 150 fund
Global Growth
91.07 96.31 -2.09 Factsheet
Artemis High Income (Income) Wealth 150 fund
GBP Strategic Bond
63.54 68.89 -0.58 Factsheet
Artemis Income (Income) Wealth 150 fund
UK Equity Income
143.64 152.78 -3.60 Factsheet
Artemis Income (Accumulation) Wealth 150 fund
UK Equity Income
176.31 187.53 -4.42 Factsheet
Artemis Strategic Bond (Monthly) (Accumulation) Wealth 150 fund
GBP Strategic Bond
49.17 53.01 -0.37 Factsheet
Artemis Strategic Bond (Monthly) (Income) Wealth 150 fund
GBP Strategic Bond
42.30 45.60 -0.31 Factsheet
Artemis UK Smaller Companies (Accumulation) Wealth 150 fund
UK Smaller Companies
486.20 532.08 -19.55 Factsheet
Artemis UK Special Situations (Accumulation) Wealth 150 fund
UK All Companies
256.91 275.21 -6.87 Factsheet
AXA Framlington Equity Income (Accumulation) Wealth 150 fund
UK Equity Income
1,067.00 1,135.00 -27.00 Factsheet
AXA Framlington Equity Income (Income) Wealth 150 fund
UK Equity Income
441.30 469.50 -11.00 Factsheet
AXA Framlington Health (Accumulation) Wealth 150 fund
Specialist
540.70 575.70 -6.50 Factsheet
AXA Framlington Health (Income) Wealth 150 fund
Specialist
540.70 575.70 -6.50 Factsheet
AXA Framlington Managed Balanced (Income) Wealth 150 fund
Balanced Managed
125.70 133.60 -3.20 Factsheet
AXA Framlington Managed Balanced (Accumulation) Wealth 150 fund
Balanced Managed
170.10 180.80 -4.40 Factsheet
AXA Framlington Monthly Income (Accumulation) Wealth 150 fund
UK Equity Income
280.20 298.10 -6.40 Factsheet
AXA Framlington Monthly Income (Income) Wealth 150 fund
UK Equity Income
178.70 190.10 -4.10 Factsheet
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