Mark Dampier's Wealth 150
An introduction by Mark Dampier, head of research
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.
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 hundreds of 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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AXA Framlington Health (Accumulation)
Specialist |
699.80 | 743.00 | +2.40 | 0.00 | 18-03-2010 |
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AXA Framlington Health (Income)
Specialist |
699.80 | 743.00 | +2.40 | 0.00 | 18-03-2010 |
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AXA Framlington Managed Balanced (Income)
Balanced Managed |
152.60 | 161.90 | +0.30 | 2.35 | 18-03-2010 |
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AXA Framlington Managed Balanced (Accumulation)
Balanced Managed |
215.70 | 228.80 | +0.50 | 2.35 | 18-03-2010 |
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AXA Framlington UK Select Opportunities (Accumulation)
UK All Companies |
1,689.00 | 1,797.00 | +7.00 | 1.40 | 18-03-2010 |
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AXA Framlington UK Select Opportunities (Income)
UK All Companies |
1,003.00 | 1,067.00 | +3.70 | 1.40 | 18-03-2010 |
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Aberdeen Asia Pacific (Accumulation)
Asia Pacific Ex Japan |
158.91 | +0.39 | 1.20 | 18-03-2010 |
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Aberdeen Asia Pacific (Income)
Asia Pacific Ex Japan |
153.23 | +0.37 | 1.20 | 18-03-2010 |
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Aberdeen Emerging Markets (Accumulation)
Global Emerging Mkts |
452.75 | +1.83 | 0.80 | 18-03-2010 |
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Aegon Ethical Equity (Accumulation)
UK All Companies |
91.52 | +0.37 | 1.36 | 18-03-2010 |
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Aegon Investment Grade Bond (Accumulation)
GBP Corporate Bond |
111.66 | +0.22 | 6.24 | 18-03-2010 |
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Aegon Investment Grade Bond (Income)
GBP Corporate Bond |
96.51 | +0.19 | 6.24 | 18-03-2010 |
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Allianz Global Investors RCM BRIC Stars (Accumulation)
Specialist |
179.15 | +0.80 | 0.31 | 18-03-2010 |
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Artemis High Income (Income)
GBP Strategic Bond |
68.02 | 73.39 | +0.09 | 6.50 | 18-03-2010 |
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Artemis Income (Income)
UK Equity Income |
160.52 | 170.46 | +0.73 | 4.30 | 18-03-2010 |
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Artemis Income (Accumulation)
UK Equity Income |
213.28 | 226.50 | +0.96 | 4.30 | 18-03-2010 |
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Artemis Strategic Assets (Accumulation)
Active Managed |
59.82 | 63.29 | +0.24 | 0.00 | 18-03-2010 |
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Artemis Strategic Bond (Monthly) (Income)
GBP Strategic Bond |
48.95 | 52.25 | +0.10 | 5.90 | 18-03-2010 |
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Artemis Strategic Bond (Monthly) (Accumulation)
GBP Strategic Bond |
61.58 | 65.75 | +0.12 | 5.90 | 18-03-2010 |
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Artemis UK Special Situations (Accumulation)
UK All Companies |
319.38 | 341.22 | +1.04 | 1.80 | 18-03-2010 |
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