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Below are the most popular funds chosen by our clients in February 2017, listed in alphabetical order.

They are provided for your interest but are not a guide to how you should invest. The Vantage service is designed for investors who prefer to make their own investment decisions. There is a tiered annual charge to hold funds in the Vantage Service of just 0.45%, see our charges.

Change view: Charges and savings | Prices and yields | Discrete performance

Net initial chargeAnnual chargesView factsheetCurrent priceEstimated yieldValuation dateDiscrete performance
Ongoing charge (OCF/TER)Ongoing savingNet ongoing chargeSell (p)Buy (p)Change (p)Mar 12
to
Mar 13
Mar 13
to
Mar 14
Mar 14
to
Mar 15
Mar 15
to
Mar 16
Mar 16
to
Mar 17
CF Lindsell Train UK Equity (Class D)
Accumulation | UK All Companies
Wealth 150+ fund 0.00% 0.72% 0.20% i 0.52% View factsheet 141.72 141.72 -0.26 2.10% 23-03-2017 30.59% 17.17% 19.23% 1.84% 18.03%
CF Woodford Equity Income
Accumulation | UK Equity Income
Wealth 150+ fund 0.00% 0.75% 0.15% i 0.60% View factsheet 134.05 134.05 +0.64 3.30% 23-03-2017 n/a n/a n/a 0.13% 12.60%
Fundsmith Equity (Class I)
Accumulation | Global
0.00% 0.97% 0.00% 0.97% View factsheet 321.58 321.58 -0.46 0.97% 23-03-2017 23.26% 8.79% 30.58% 14.34% 31.19%
HL Multi-Manager Balanced Managed Trust
Accumulation | Mixed Investment 40-85% Shares
0.00% 1.46% 0.00% 1.46% View factsheet 222.77 234.29 -2.36 0.99% 23-03-2017 13.62% 6.52% 11.76% -1.52% 21.38%
HL Multi-Manager Income & Growth Trust
Accumulation | UK Equity Income
0.00% 1.32% 0.00% 1.32% View factsheet 187.72 197.5 -2.57 3.96% 23-03-2017 17.28% 14.98% 14.83% -3.53% 16.37%
HL Multi-Manager Special Situations Trust
Accumulation | Global
0.00% 1.49% 0.00% 1.49% View factsheet 338.77 356.59 -3.89 0.48% 23-03-2017 16.61% 8.74% 13.97% -0.32% 26.34%
HL Select UK Shares
Accumulation | UK All Companies
0.00% 0.60% 0.00% 0.60% View factsheet 111.83 115.28 0.00 0.00% 23-03-2017 n/a n/a n/a n/a n/a
Jupiter India (Class X)
Accumulation | Specialist
Wealth 150+ fund 0.00% 1.06% 0.37% i 0.69% View factsheet 139.07 139.82 +0.74 0.40% 23-03-2017 n/a n/a n/a n/a n/a
Lindsell Train Global Equity (Class D)
Income | Global
Wealth 150+ fund 0.00% 0.75% 0.20% i 0.55% View factsheet 170.77 170.77 -0.45 1.20% 23-03-2017 28.08% 9.62% 29.21% 7.12% 26.87%
Newton Global Income (Class U)
Accumulation | Global Equity Income
Wealth 150+ fund 0.00% 0.69% 0.14% i 0.55% View factsheet 158.29 158.29 -0.26 2.75% 23-03-2017 n/a n/a n/a 11.06% 25.84%
Net initial chargeAnnual chargesView factsheetCurrent priceEstimated yieldValuation dateDiscrete performance
Ongoing charge (OCF/TER)Ongoing savingNet ongoing chargeSell (p)Buy (p)Change (p)Mar 12
to
Mar 13
Mar 13
to
Mar 14
Mar 14
to
Mar 15
Mar 15
to
Mar 16
Mar 16
to
Mar 17
CF Lindsell Train UK Equity (Class D)
Accumulation | UK All Companies
Wealth 150+ fund 0.00% 0.72% 0.20% i 0.52% View factsheet 141.72 141.72 -0.26 2.10% 23-03-2017 30.59% 17.17% 19.23% 1.84% 18.03%
CF Woodford Equity Income
Accumulation | UK Equity Income
Wealth 150+ fund 0.00% 0.75% 0.15% i 0.60% View factsheet 134.05 134.05 +0.64 3.30% 23-03-2017 n/a n/a n/a 0.13% 12.60%
Fundsmith Equity (Class I)
Accumulation | Global
0.00% 0.97% 0.00% 0.97% View factsheet 321.58 321.58 -0.46 0.97% 23-03-2017 23.26% 8.79% 30.58% 14.34% 31.19%
HL Multi-Manager Balanced Managed Trust
Accumulation | Mixed Investment 40-85% Shares
0.00% 1.46% 0.00% 1.46% View factsheet 222.77 234.29 -2.36 0.99% 23-03-2017 13.62% 6.52% 11.76% -1.52% 21.38%
HL Multi-Manager Income & Growth Trust
Accumulation | UK Equity Income
0.00% 1.32% 0.00% 1.32% View factsheet 187.72 197.5 -2.57 3.96% 23-03-2017 17.28% 14.98% 14.83% -3.53% 16.37%
HL Multi-Manager Special Situations Trust
Accumulation | Global
0.00% 1.49% 0.00% 1.49% View factsheet 338.77 356.59 -3.89 0.48% 23-03-2017 16.61% 8.74% 13.97% -0.32% 26.34%
HL Select UK Shares
Accumulation | UK All Companies
0.00% 0.60% 0.00% 0.60% View factsheet 111.83 115.28 0.00 0.00% 23-03-2017 n/a n/a n/a n/a n/a
Jupiter India (Class X)
Accumulation | Specialist
Wealth 150+ fund 0.00% 1.06% 0.37% i 0.69% View factsheet 139.07 139.82 +0.74 0.40% 23-03-2017 n/a n/a n/a n/a n/a
Lindsell Train Global Equity (Class D)
Income | Global
Wealth 150+ fund 0.00% 0.75% 0.20% i 0.55% View factsheet 170.77 170.77 -0.45 1.20% 23-03-2017 28.08% 9.62% 29.21% 7.12% 26.87%
Newton Global Income (Class U)
Accumulation | Global Equity Income
Wealth 150+ fund 0.00% 0.69% 0.14% i 0.55% View factsheet 158.29 158.29 -0.26 2.75% 23-03-2017 n/a n/a n/a 11.06% 25.84%
Net initial chargeAnnual chargesView factsheetCurrent priceEstimated yieldValuation dateDiscrete performance
Ongoing charge (OCF/TER)Ongoing savingNet ongoing chargeSell (p)Buy (p)Change (p)Mar 12
to
Mar 13
Mar 13
to
Mar 14
Mar 14
to
Mar 15
Mar 15
to
Mar 16
Mar 16
to
Mar 17
CF Lindsell Train UK Equity (Class D)
Accumulation | UK All Companies
Wealth 150+ fund 0.00% 0.72% 0.20% i 0.52% View factsheet 141.72 141.72 -0.26 2.10% 23-03-2017 30.59% 17.17% 19.23% 1.84% 18.03%
CF Woodford Equity Income
Accumulation | UK Equity Income
Wealth 150+ fund 0.00% 0.75% 0.15% i 0.60% View factsheet 134.05 134.05 +0.64 3.30% 23-03-2017 n/a n/a n/a 0.13% 12.60%
Fundsmith Equity (Class I)
Accumulation | Global
0.00% 0.97% 0.00% 0.97% View factsheet 321.58 321.58 -0.46 0.97% 23-03-2017 23.26% 8.79% 30.58% 14.34% 31.19%
HL Multi-Manager Balanced Managed Trust
Accumulation | Mixed Investment 40-85% Shares
0.00% 1.46% 0.00% 1.46% View factsheet 222.77 234.29 -2.36 0.99% 23-03-2017 13.62% 6.52% 11.76% -1.52% 21.38%
HL Multi-Manager Income & Growth Trust
Accumulation | UK Equity Income
0.00% 1.32% 0.00% 1.32% View factsheet 187.72 197.5 -2.57 3.96% 23-03-2017 17.28% 14.98% 14.83% -3.53% 16.37%
HL Multi-Manager Special Situations Trust
Accumulation | Global
0.00% 1.49% 0.00% 1.49% View factsheet 338.77 356.59 -3.89 0.48% 23-03-2017 16.61% 8.74% 13.97% -0.32% 26.34%
Jupiter India (Class X)
Accumulation | Specialist
Wealth 150+ fund 0.00% 1.06% 0.37% i 0.69% View factsheet 139.07 139.82 +0.74 0.40% 23-03-2017 n/a n/a n/a n/a n/a
Legal & General US Index (Class C)
Accumulation | North America
Core Tracker fund 0.00% 0.10% 0.04% i 0.06% View factsheet 460.7 460.7 -0.90 1.40% 23-03-2017 n/a n/a 26.00% 2.52% 33.29%
Lindsell Train Global Equity (Class D)
Income | Global
Wealth 150+ fund 0.00% 0.75% 0.20% i 0.55% View factsheet 170.77 170.77 -0.45 1.20% 23-03-2017 28.08% 9.62% 29.21% 7.12% 26.87%
Newton Global Income (Class U)
Accumulation | Global Equity Income
Wealth 150+ fund 0.00% 0.69% 0.14% i 0.55% View factsheet 158.29 158.29 -0.26 2.75% 23-03-2017 n/a n/a n/a 11.06% 25.84%

Wealth 150 fund This fund is part of the Wealth 150, a list of our favourite funds for investment across all sectors.

Wealth 150+ fund These are Wealth 150+ funds where we have negotiated super low charges for our clients.

Popular funds by fund group


AXA
GAM
SVM
UBS