Mark Dampier's Wealth 150

An introduction by Mark Dampier, head of research

Mark Dampier

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 Estimated
yield (%)
Valuation date Go to
Sell
(p)
Buy
(p)
Change
(p)
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Aberdeen Asia Pacific (Accumulation) Wealth 150 fund
Asia Pacific Ex Japan
113.23 +1.04 0.08 24-07-2008 Fund factsheet View charts Invest
Aberdeen Asia Pacific (Income) Wealth 150 fund
Asia Pacific Ex Japan
111.77 +1.03 0.08 24-07-2008 Fund factsheet View charts Invest
Aberdeen Emerging Markets (Accumulation) Wealth 150 fund
Global Emerging Mkts
308.01 +2.89 0.10 24-07-2008 Fund factsheet View charts Invest
Aegon Ethical Equity (Accumulation) Wealth 150 fund
UK All Companies
90.93 -1.12 0.00 24-07-2008 Fund factsheet View charts Invest
Aegon Investment Grade Bond (Accumulation) Wealth 150 fund
UK Corporate Bond
94.73 +0.16 0.00 24-07-2008 Fund factsheet View charts Invest
Aegon Investment Grade Bond (Income) Wealth 150 fund
UK Corporate Bond
88.66 +0.16 0.00 24-07-2008 Fund factsheet View charts Invest
Allianz RCM BRIC Stars (Accumulation) Wealth 150 fund
Specialist
160.95 -0.60 0.12 24-07-2008 Fund factsheet View charts Invest
Artemis Capital (Accumulation) Wealth 150 fund
UK All Companies
753.96 797.38 -8.31 1.40 24-07-2008 Fund factsheet View charts Invest
Artemis European Growth (Accumulation) Wealth 150 fund
Europe Excluding UK
195.72 206.60 -2.22 0.80 24-07-2008 Fund factsheet View charts Invest
Artemis Global Growth (Accumulation) Wealth 150 fund
Global Growth
111.97 118.27 -0.54 0.10 24-07-2008 Fund factsheet View charts Invest
Artemis High Income (Income) Wealth 150 fund
UK Other Bond
71.32 76.46 +0.03 0.00 24-07-2008 Fund factsheet View charts Invest
Artemis Income (Income) Wealth 150 fund
UK Equity Income
154.21 163.91 -0.99 4.60 24-07-2008 Fund factsheet View charts Invest
Artemis Income (Accumulation) Wealth 150 fund
UK Equity Income
189.24 201.15 -1.22 4.60 24-07-2008 Fund factsheet View charts Invest
Artemis Strategic Bond (Monthly) (Accumulation) Wealth 150 fund
UK Other Bond
53.45 56.93 +0.08 0.00 24-07-2008 Fund factsheet View charts Invest
Artemis Strategic Bond (Monthly) (Income) Wealth 150 fund
UK Other Bond
46.53 49.56 +0.08 0.00 24-07-2008 Fund factsheet View charts Invest
Artemis UK Smaller Companies (Accumulation) Wealth 150 fund
UK Smaller Companies
658.63 714.32 -5.68 0.00 24-07-2008 Fund factsheet View charts Invest
Artemis UK Special Situations (Accumulation) Wealth 150 fund
UK All Companies
286.18 306.37 -1.95 1.40 24-07-2008 Fund factsheet View charts Invest
AXA Framlington Equity Income (Accumulation) Wealth 150 fund
UK Equity Income
1,201.00 1,278.00 +2.00 4.04 24-07-2008 Fund factsheet View charts Invest
AXA Framlington Equity Income (Income) Wealth 150 fund
UK Equity Income
496.10 527.80 +0.80 4.04 24-07-2008 Fund factsheet View charts Invest
AXA Framlington Health (Accumulation) Wealth 150 fund
Specialist
535.70 570.20 +6.70 0.00 24-07-2008 Fund factsheet View charts Invest
AXA Framlington Health (Income) Wealth 150 fund
Specialist
535.70 570.20 +6.70 0.00 24-07-2008 Fund factsheet View charts Invest
AXA Framlington Managed Balanced (Income) Wealth 150 fund
Balanced Managed
140.50 149.10 +0.20 1.18 24-07-2008 Fund factsheet View charts Invest
AXA Framlington Managed Balanced (Accumulation) Wealth 150 fund
Balanced Managed
190.20 201.90 +0.30 1.18 24-07-2008 Fund factsheet View charts Invest
AXA Framlington Monthly Income (Accumulation) Wealth 150 fund
UK Equity Income
321.00 341.50 -0.40 4.47 24-07-2008 Fund factsheet View charts Invest
AXA Framlington Monthly Income (Income) Wealth 150 fund
UK Equity Income
208.20 221.50 -0.30 4.47 24-07-2008 Fund factsheet View charts Invest
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Table key: View factsheet View factsheet View charts View charts Invest now Invest now Wealth 150 fund Wealth 150 fund