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.

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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Aberdeen Asia Pacific (Accumulation) Wealth 150 fund
Asia Pacific Ex Japan
87.05 +0.58 0.08 01-12-2008 Fund factsheet View charts Invest
Aberdeen Asia Pacific (Income) Wealth 150 fund
Asia Pacific Ex Japan
84.91 +0.57 0.08 01-12-2008 Fund factsheet View charts Invest
Aberdeen Emerging Markets (Accumulation) Wealth 150 fund
Global Emerging Mkts
232.16 +0.84 0.10 01-12-2008 Fund factsheet View charts Invest
Aegon Ethical Equity (Accumulation) Wealth 150 fund
UK All Companies
66.95 -0.89 0.89 01-12-2008 Fund factsheet View charts Invest
Aegon Investment Grade Bond (Accumulation) Wealth 150 fund
GBP Corporate Bond
85.76 +0.12 5.19 01-12-2008 Fund factsheet View charts Invest
Aegon Investment Grade Bond (Income) Wealth 150 fund
GBP Corporate Bond
78.30 +0.11 5.19 01-12-2008 Fund factsheet View charts Invest
Allianz RCM BRIC Stars (Accumulation) Wealth 150 fund
Specialist
84.08 +1.80 0.00 01-12-2008 Fund factsheet View charts Invest
Artemis High Income (Income) Wealth 150 fund
GBP Strategic Bond
55.20 60.59 -0.12 9.10 01-12-2008 Fund factsheet View charts Invest
Artemis Income (Income) Wealth 150 fund
UK Equity Income
128.09 136.42 -1.14 6.30 01-12-2008 Fund factsheet View charts Invest
Artemis Income (Accumulation) Wealth 150 fund
UK Equity Income
162.15 172.71 -1.45 6.30 01-12-2008 Fund factsheet View charts Invest
Artemis Strategic Bond (Monthly) (Accumulation) Wealth 150 fund
GBP Strategic Bond
45.23 49.20 -0.11 0.00 01-12-2008 Fund factsheet View charts Invest
Artemis Strategic Bond (Monthly) (Income) Wealth 150 fund
GBP Strategic Bond
38.48 41.85 -0.31 0.00 01-12-2008 Fund factsheet View charts Invest
Artemis UK Smaller Companies (Accumulation) Wealth 150 fund
UK Smaller Companies
356.59 391.46 -1.14 0.00 01-12-2008 Fund factsheet View charts Invest
Artemis UK Special Situations (Accumulation) Wealth 150 fund
UK All Companies
230.43 246.99 -1.86 2.00 01-12-2008 Fund factsheet View charts Invest
AXA Framlington Equity Income (Accumulation) Wealth 150 fund
UK Equity Income
814.80 866.80 -35.90 5.28 01-12-2008 Fund factsheet View charts Invest
AXA Framlington Equity Income (Income) Wealth 150 fund
UK Equity Income
336.90 358.40 -14.80 5.28 01-12-2008 Fund factsheet View charts Invest
AXA Framlington Health (Accumulation) Wealth 150 fund
Specialist
503.10 536.00 +13.30 0.00 01-12-2008 Fund factsheet View charts Invest
AXA Framlington Health (Income) Wealth 150 fund
Specialist
503.10 536.00 +13.30 0.00 01-12-2008 Fund factsheet View charts Invest
AXA Framlington Managed Balanced (Income) Wealth 150 fund
Balanced Managed
116.00 123.30 +0.40 1.18 01-12-2008 Fund factsheet View charts Invest
AXA Framlington Managed Balanced (Accumulation) Wealth 150 fund
Balanced Managed
157.10 166.90 +0.60 1.18 01-12-2008 Fund factsheet View charts Invest
AXA Framlington Monthly Income (Accumulation) Wealth 150 fund
UK Equity Income
216.90 230.70 -7.90 6.02 01-12-2008 Fund factsheet View charts Invest
AXA Framlington Monthly Income (Income) Wealth 150 fund
UK Equity Income
137.20 146.00 -4.90 6.02 01-12-2008 Fund factsheet View charts Invest
AXA Framlington UK Select Opportunities (Accumulation) Wealth 150 fund
UK All Companies
1,137.00 1,210.00 -6.00 0.73 01-12-2008 Fund factsheet View charts Invest
AXA Framlington UK Select Opportunities (Income) Wealth 150 fund
UK All Companies
689.50 733.50 -3.50 0.73 01-12-2008 Fund factsheet View charts Invest
BlackRock Gold & General (Income) Wealth 150 fund
Specialist
662.60 703.00 +13.10 0.00 01-12-2008 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