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Popular funds

Below are the most popular funds chosen by our clients in March 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)Apr 12
to
Apr 13
Apr 13
to
Apr 14
Apr 14
to
Apr 15
Apr 15
to
Apr 16
Apr 16
to
Apr 17
CF Woodford Equity Income
Accumulation | UK Equity Income
Wealth 150+ fund 0.00% 0.75% 0.15% i 0.60% View factsheet 136.01 136.01 +0.29 3.20% 28-04-2017 n/a n/a n/a -0.70% 13.49%
Fundsmith Equity (Class I)
Accumulation | Global
0.00% 0.97% 0.00% 0.97% View factsheet 325.18 325.18 +0.37 0.97% 28-04-2017 25.91% 6.68% 32.08% 12.91% 32.45%
HL Multi-Manager Balanced Managed Trust
Accumulation | Mixed Investment 40-85% Shares
0.00% 1.46% 0.00% 1.46% View factsheet 224.49 236.1 -0.30 1.13% 28-04-2017 18.14% 6.79% 12.75% -2.15% 20.01%
HL Multi-Manager Income & Growth Trust
Accumulation | UK Equity Income
0.00% 1.32% 0.00% 1.32% View factsheet 190.64 200.61 +0.05 3.92% 28-04-2017 22.90% 14.17% 14.40% -4.10% 15.83%
HL Multi-Manager Special Situations Trust
Accumulation | Global
0.00% 1.49% 0.00% 1.49% View factsheet 343.48 361.55 -0.65 0.59% 28-04-2017 21.03% 9.27% 15.54% -1.23% 25.58%
HL Select UK Income Shares
Accumulation | UK Equity Income
0.00% 0.60% 0.00% 0.60% View factsheet 101.22 104.35 +0.11 0.00% 28-04-2017 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 145.97 146.7 -0.67 0.30% 28-04-2017 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 173.15 173.15 +0.74 1.10% 28-04-2017 32.17% 5.41% 32.82% 5.11% 28.84%
Newton Global Income (Class U)
Accumulation | Global Equity Income
Wealth 150+ fund 0.00% 0.69% 0.14% i 0.55% View factsheet 155.22 155.22 -0.04 3.08% 28-04-2017 n/a n/a n/a 8.21% 24.59%
Stewart Investors Asia Pacific Leaders (Class B)
Accumulation | Asia Pacific Ex Japan
Wealth 150+ fund 0.00% 0.91% 0.05% i 0.86% View factsheet 658.37 658.37 -3.78 0.93% 28-04-2017 21.46% -4.42% 31.02% -4.92% 23.20%
Net initial chargeAnnual chargesView factsheetCurrent priceEstimated yieldValuation dateDiscrete performance
Ongoing charge (OCF/TER)Ongoing savingNet ongoing chargeSell (p)Buy (p)Change (p)Apr 12
to
Apr 13
Apr 13
to
Apr 14
Apr 14
to
Apr 15
Apr 15
to
Apr 16
Apr 16
to
Apr 17
CF Woodford Equity Income
Accumulation | UK Equity Income
Wealth 150+ fund 0.00% 0.75% 0.15% i 0.60% View factsheet 136.01 136.01 +0.29 3.20% 28-04-2017 n/a n/a n/a -0.70% 13.49%
Fundsmith Equity (Class I)
Accumulation | Global
0.00% 0.97% 0.00% 0.97% View factsheet 325.18 325.18 +0.37 0.97% 28-04-2017 25.91% 6.68% 32.08% 12.91% 32.45%
HL Multi-Manager Balanced Managed Trust
Accumulation | Mixed Investment 40-85% Shares
0.00% 1.46% 0.00% 1.46% View factsheet 224.49 236.1 -0.30 1.13% 28-04-2017 18.14% 6.79% 12.75% -2.15% 20.01%
HL Multi-Manager Income & Growth Trust
Accumulation | UK Equity Income
0.00% 1.32% 0.00% 1.32% View factsheet 190.64 200.61 +0.05 3.92% 28-04-2017 22.90% 14.17% 14.40% -4.10% 15.83%
HL Multi-Manager Special Situations Trust
Accumulation | Global
0.00% 1.49% 0.00% 1.49% View factsheet 343.48 361.55 -0.65 0.59% 28-04-2017 21.03% 9.27% 15.54% -1.23% 25.58%
HL Select UK Income Shares
Accumulation | UK Equity Income
0.00% 0.60% 0.00% 0.60% View factsheet 101.22 104.35 +0.11 0.00% 28-04-2017 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 145.97 146.7 -0.67 0.30% 28-04-2017 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 173.15 173.15 +0.74 1.10% 28-04-2017 32.17% 5.41% 32.82% 5.11% 28.84%
Newton Global Income (Class U)
Accumulation | Global Equity Income
Wealth 150+ fund 0.00% 0.69% 0.14% i 0.55% View factsheet 155.22 155.22 -0.04 3.08% 28-04-2017 n/a n/a n/a 8.21% 24.59%
Stewart Investors Asia Pacific Leaders (Class B)
Accumulation | Asia Pacific Ex Japan
Wealth 150+ fund 0.00% 0.91% 0.05% i 0.86% View factsheet 658.37 658.37 -3.78 0.93% 28-04-2017 21.46% -4.42% 31.02% -4.92% 23.20%
Net initial chargeAnnual chargesView factsheetCurrent priceEstimated yieldValuation dateDiscrete performance
Ongoing charge (OCF/TER)Ongoing savingNet ongoing chargeSell (p)Buy (p)Change (p)Apr 12
to
Apr 13
Apr 13
to
Apr 14
Apr 14
to
Apr 15
Apr 15
to
Apr 16
Apr 16
to
Apr 17
CF Woodford Equity Income
Accumulation | UK Equity Income
Wealth 150+ fund 0.00% 0.75% 0.15% i 0.60% View factsheet 136.01 136.01 +0.29 3.20% 28-04-2017 n/a n/a n/a -0.70% 13.49%
Fundsmith Equity (Class I)
Accumulation | Global
0.00% 0.97% 0.00% 0.97% View factsheet 325.18 325.18 +0.37 0.97% 28-04-2017 25.91% 6.68% 32.08% 12.91% 32.45%
HL Multi-Manager Balanced Managed Trust
Accumulation | Mixed Investment 40-85% Shares
0.00% 1.46% 0.00% 1.46% View factsheet 224.49 236.1 -0.30 1.13% 28-04-2017 18.14% 6.79% 12.75% -2.15% 20.01%
HL Multi-Manager Income & Growth Trust
Accumulation | UK Equity Income
0.00% 1.32% 0.00% 1.32% View factsheet 190.64 200.61 +0.05 3.92% 28-04-2017 22.90% 14.17% 14.40% -4.10% 15.83%
HL Multi-Manager Special Situations Trust
Accumulation | Global
0.00% 1.49% 0.00% 1.49% View factsheet 343.48 361.55 -0.65 0.59% 28-04-2017 21.03% 9.27% 15.54% -1.23% 25.58%
HL Select UK Income Shares
Accumulation | UK Equity Income
0.00% 0.60% 0.00% 0.60% View factsheet 101.22 104.35 +0.11 0.00% 28-04-2017 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 145.97 146.7 -0.67 0.30% 28-04-2017 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 453.9 453.9 -1.90 1.40% 28-04-2017 n/a n/a 28.04% 3.23% 31.92%
Lindsell Train Global Equity (Class D)
Income | Global
Wealth 150+ fund 0.00% 0.75% 0.20% i 0.55% View factsheet 173.15 173.15 +0.74 1.10% 28-04-2017 32.17% 5.41% 32.82% 5.11% 28.84%
Stewart Investors Asia Pacific Leaders (Class B)
Accumulation | Asia Pacific Ex Japan
Wealth 150+ fund 0.00% 0.91% 0.05% i 0.86% View factsheet 658.37 658.37 -3.78 0.93% 28-04-2017 21.46% -4.42% 31.02% -4.92% 23.20%

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