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Popular funds

Below are the most popular funds chosen by our clients in January 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)Feb 12
to
Feb 13
Feb 13
to
Feb 14
Feb 14
to
Feb 15
Feb 15
to
Feb 16
Feb 16
to
Feb 17
Artemis Income (Class I)
Accumulation | UK Equity Income
Wealth 150+ fund 0.00% 0.79% 0.09% i 0.70% View factsheet 412.9 419.96 -3.85 4.05% 24-02-2017 17.90% 17.68% 7.78% -6.44% 19.27%
CF Woodford Equity Income
Accumulation | UK Equity Income
Wealth 150+ fund 0.00% 0.75% 0.15% i 0.60% View factsheet 130.38 130.38 -0.25 3.40% 24-02-2017 n/a n/a n/a 2.73% 11.26%
Fundsmith Equity (Class I)
Accumulation | Global
0.00% 0.97% 0.00% 0.97% View factsheet 313.25 313.25 -0.64 0.97% 24-02-2017 20.94% 10.62% 29.40% 14.35% 30.79%
HL Multi-Manager Income & Growth Trust
Accumulation | UK Equity Income
0.00% 1.32% 0.00% 1.32% View factsheet 186.18 195.9 +0.50 4.04% 24-02-2017 15.82% 21.35% 9.10% -3.97% 17.36%
HL Multi-Manager Special Situations Trust
Accumulation | Global
0.00% 1.49% 0.00% 1.49% View factsheet 335.51 353.16 -0.16 0.49% 24-02-2017 14.79% 11.83% 10.12% -0.94% 28.04%
HL Select UK Shares
Accumulation | UK All Companies
0.00% 0.60% 0.00% 0.60% View factsheet 111.13 114.56 -0.44 0.00% 24-02-2017 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 133.53 134.24 -0.43 0.40% 24-02-2017 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 461.7 461.7 -1.60 1.50% 24-02-2017 n/a n/a 24.22% 0.00% 41.76%
Lindsell Train Global Equity (Class D)
Income | Global
Wealth 150+ fund 0.00% 0.75% 0.20% i 0.55% View factsheet 165.93 165.93 +0.37 1.10% 24-02-2017 22.83% 14.95% 20.64% 12.68% 26.21%
Newton Global Income (Class U)
Accumulation | Global Equity Income
Wealth 150+ fund 0.00% 0.69% 0.14% i 0.55% View factsheet 155.64 155.64 -0.64 2.85% 24-02-2017 n/a n/a n/a 11.18% 26.49%
Net initial chargeAnnual chargesView factsheetCurrent priceEstimated yieldValuation dateDiscrete performance
Ongoing charge (OCF/TER)Ongoing savingNet ongoing chargeSell (p)Buy (p)Change (p)Feb 12
to
Feb 13
Feb 13
to
Feb 14
Feb 14
to
Feb 15
Feb 15
to
Feb 16
Feb 16
to
Feb 17
Artemis Income (Class I)
Accumulation | UK Equity Income
Wealth 150+ fund 0.00% 0.79% 0.09% i 0.70% View factsheet 412.9 419.96 -3.85 4.05% 24-02-2017 17.90% 17.68% 7.78% -6.44% 19.27%
CF Woodford Equity Income
Accumulation | UK Equity Income
Wealth 150+ fund 0.00% 0.75% 0.15% i 0.60% View factsheet 130.38 130.38 -0.25 3.40% 24-02-2017 n/a n/a n/a 2.73% 11.26%
Fundsmith Equity (Class I)
Accumulation | Global
0.00% 0.97% 0.00% 0.97% View factsheet 313.25 313.25 -0.64 0.97% 24-02-2017 20.94% 10.62% 29.40% 14.35% 30.79%
HL Multi-Manager Income & Growth Trust
Accumulation | UK Equity Income
0.00% 1.32% 0.00% 1.32% View factsheet 186.18 195.9 +0.50 4.04% 24-02-2017 15.82% 21.35% 9.10% -3.97% 17.36%
HL Multi-Manager Special Situations Trust
Accumulation | Global
0.00% 1.49% 0.00% 1.49% View factsheet 335.51 353.16 -0.16 0.49% 24-02-2017 14.79% 11.83% 10.12% -0.94% 28.04%
HL Select UK Shares
Accumulation | UK All Companies
0.00% 0.60% 0.00% 0.60% View factsheet 111.13 114.56 -0.44 0.00% 24-02-2017 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 133.53 134.24 -0.43 0.40% 24-02-2017 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 165.93 165.93 +0.37 1.10% 24-02-2017 22.83% 14.95% 20.64% 12.68% 26.21%
Marlborough Multi Cap Income (Class P)
Income | UK Equity Income
Wealth 150+ fund 0.00% 0.80% 0.15% i 0.65% View factsheet 155.34 155.34 -0.42 4.77% 24-02-2017 22.68% 38.03% 4.94% 0.50% 9.26%
Newton Global Income (Class U)
Accumulation | Global Equity Income
Wealth 150+ fund 0.00% 0.69% 0.14% i 0.55% View factsheet 155.64 155.64 -0.64 2.85% 24-02-2017 n/a n/a n/a 11.18% 26.49%
Net initial chargeAnnual chargesView factsheetCurrent priceEstimated yieldValuation dateDiscrete performance
Ongoing charge (OCF/TER)Ongoing savingNet ongoing chargeSell (p)Buy (p)Change (p)Feb 12
to
Feb 13
Feb 13
to
Feb 14
Feb 14
to
Feb 15
Feb 15
to
Feb 16
Feb 16
to
Feb 17
Artemis Income (Class I)
Accumulation | UK Equity Income
Wealth 150+ fund 0.00% 0.79% 0.09% i 0.70% View factsheet 412.9 419.96 -3.85 4.05% 24-02-2017 17.90% 17.68% 7.78% -6.44% 19.27%
CF Woodford Equity Income
Accumulation | UK Equity Income
Wealth 150+ fund 0.00% 0.75% 0.15% i 0.60% View factsheet 130.38 130.38 -0.25 3.40% 24-02-2017 n/a n/a n/a 2.73% 11.26%
Fundsmith Equity (Class I)
Accumulation | Global
0.00% 0.97% 0.00% 0.97% View factsheet 313.25 313.25 -0.64 0.97% 24-02-2017 20.94% 10.62% 29.40% 14.35% 30.79%
HL Multi-Manager Income & Growth Trust
Accumulation | UK Equity Income
0.00% 1.32% 0.00% 1.32% View factsheet 186.18 195.9 +0.50 4.04% 24-02-2017 15.82% 21.35% 9.10% -3.97% 17.36%
HL Multi-Manager Special Situations Trust
Accumulation | Global
0.00% 1.49% 0.00% 1.49% View factsheet 335.51 353.16 -0.16 0.49% 24-02-2017 14.79% 11.83% 10.12% -0.94% 28.04%
HL Select UK Shares
Accumulation | UK All Companies
0.00% 0.60% 0.00% 0.60% View factsheet 111.13 114.56 -0.44 0.00% 24-02-2017 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 133.53 134.24 -0.43 0.40% 24-02-2017 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 461.7 461.7 -1.60 1.50% 24-02-2017 n/a n/a 24.22% 0.00% 41.76%
Lindsell Train Global Equity (Class D)
Income | Global
Wealth 150+ fund 0.00% 0.75% 0.20% i 0.55% View factsheet 165.93 165.93 +0.37 1.10% 24-02-2017 22.83% 14.95% 20.64% 12.68% 26.21%
Newton Global Income (Class U)
Accumulation | Global Equity Income
Wealth 150+ fund 0.00% 0.69% 0.14% i 0.55% View factsheet 155.64 155.64 -0.64 2.85% 24-02-2017 n/a n/a n/a 11.18% 26.49%

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.