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The Wealth 150
Our favourite funds in each sector

The Wealth 150 is a list of our favourite funds for new investment in the main sectors. It is the product of rigorous mathematical analysis, combined with thousands of hours of interviews with leading fund managers, to ensure we only bring the very best funds to our clients' attention.

If a fund is not within our Wealth 150 this is not necessarily a recommendation to sell. However, if you're 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 doesn't constitute a personal recommendation. If you have any doubts as to the suitability of an investment for your circumstances please contact us for advice. The value of investments can fall as well as rise so you could get back less than you invest.

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

Wealth 150+

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Asia Pacific Ex Japan More information

Our view on the Asia Pacific Ex Japan sector »

Initial chargeInitial savingFull saving?Annual chargeAnnual savingFund manager's other expenses
Aberdeen Asia Pacific Equity (Class I) (Acc) 0.00% 0.00% Full saving 1.000% 0.000% 0.130%
Wealth 150 Plus fund 4.00% 4.00% Full saving 0.850% 0.050% 0.060%
Wealth 150 Plus fund 0.00% 0.00% Full saving 0.750% 0.130% 0.070%

Change view: Charges and discounts  |  Prices and yields  |  Annual percentage growth  |  Features & income

China/ Greater China More information

Our view on the China/ Greater China sector »

Initial chargeInitial savingFull saving?Annual chargeAnnual savingFund manager's other expenses
Jupiter China (Class I) (Acc) 5.25% 5.25% Full saving 0.750% 0.000% 0.330%

Change view: Charges and discounts  |  Prices and yields  |  Annual percentage growth  |  Features & income

Europe Excluding UK More information

Our view on the Europe Excluding UK sector »

Initial chargeInitial savingFull saving?Annual chargeAnnual savingFund manager's other expenses
FP Argonaut European Alpha (Inst) (Acc) 0.00% 0.00% Full saving 0.750% 0.000% 0.120%
Henderson European Special Sits (Class I) (Acc) 0.00% 0.00% Full saving 0.750% 0.000% 0.330%
JO Hambro Continental Euro (Class Y GBP) (Inc) 0.00% 0.00% Full saving 0.625% 0.000% 0.075%
Jupiter European (Class I) (Acc) 5.25% 5.25% Full saving 0.750% 0.000% 0.290%
Jupiter European Special Situations (Class I) (Acc) 5.25% 5.25% Full saving 0.750% 0.000% 0.300%
Neptune European Opportunities (Class C) (Acc) 0.00% 0.00% Full saving 0.750% 0.017% 0.040%
Schroder European Alpha Plus (Class Z) (Acc) 0.00% 0.00% Full saving 0.750% 0.075% 0.210%
Wealth 150 Plus fund 0.00% 0.00% Full saving 0.750% 0.100% 0.140%

Change view: Charges and discounts  |  Prices and yields  |  Annual percentage growth  |  Features & income

Flexible Investment More information

Our view on the Flexible Investment sector »

Initial chargeInitial savingFull saving?Annual chargeAnnual savingFund manager's other expenses
Wealth 150 Plus fund 1.00% 1.00% Full saving 0.750% 0.090% 0.090%
CF Miton Strategic Portfolio (Class B) (Acc) 1.00% 1.00% Full saving 0.750% 0.000% 0.560%
Troy Trojan (Class O) (Acc) 5.00% 5.00% Full saving 1.000% 0.250% 0.070%

Change view: Charges and discounts  |  Prices and yields  |  Annual percentage growth  |  Features & income

GBP Corporate Bond More information

Our view on the GBP Corporate Bond sector »

Initial chargeInitial savingFull saving?Annual chargeAnnual savingFund manager's other expenses
Wealth 150 Plus fund 0.00% 0.00% Full saving 0.400% 0.100% 0.160%
Invesco Perpetual Corporate Bond (Class Y) (Acc) 5.00% 5.00% Full saving 0.610% 0.000% n/a
Kames Investment Grade Bond Class B (Acc) 0.00% 0.00% Full saving 0.750% 0.000% 0.060%
M&G Strategic Corporate Bond (Class I) (Acc) 1.00% 1.00% Full saving 0.500% 0.050% 0.160%
Wealth 150 Plus fund 0.00% 0.00% Full saving 0.150% 0.000% 0.070%
Royal London Corporate Bond (Class M) (Inc) 0.00% 0.00% Full saving 0.450% 0.050% 0.070%

Change view: Charges and discounts  |  Prices and yields  |  Annual percentage growth  |  Features & income

GBP High Yield More information

Our view on the GBP High Yield sector »

Initial chargeInitial savingFull saving?Annual chargeAnnual savingFund manager's other expenses
Kames High Yield Bond (Class B) (Acc) 0.00% 0.00% Full saving 0.750% 0.000% 0.050%

Change view: Charges and discounts  |  Prices and yields  |  Annual percentage growth  |  Features & income

GBP Strategic Bond More information

Our view on the GBP Strategic Bond sector »

Initial chargeInitial savingFull saving?Annual chargeAnnual savingFund manager's other expenses
Artemis High Income (Institutional) (Inc) 1.00% 1.00% Full saving 0.625% 0.090% 0.075%
Wealth 150 Plus fund 1.00% 1.00% Full saving 0.500% 0.090% 0.090%
Wealth 150 Plus fund 1.00% 1.00% Full saving 0.500% 0.090% 0.090%
Wealth 150 Plus fund 5.00% 5.00% Full saving 0.630% 0.000% n/a
Jupiter Strategic Bond (Class I) (Acc) 5.25% 5.25% Full saving 0.500% 0.000% 0.250%
M&G Optimal Income (Class I) (Acc) 1.00% 1.00% Full saving 0.750% 0.050% 0.160%
M&G UK Inflation Linked Corporate Bond (Class I) (Acc) 1.00% 1.00% Full saving 0.500% 0.050% 0.160%
Wealth 150 Plus fund 0.00% 0.00% Full saving 0.320% 0.000% 0.100%

Change view: Charges and discounts  |  Prices and yields  |  Annual percentage growth  |  Features & income

Global More information

Our view on the Global sector »

Initial chargeInitial savingFull saving?Annual chargeAnnual savingFund manager's other expenses
CF Odey Opus (Class I) (Acc) 5.00% 5.00% Full saving 1.000% 0.000% 0.060%
First State Global Listed Infrastructure (Class B) (Acc) 4.00% 4.00% Full saving 0.750% 0.060% 0.180%
First State Global Resources (Class B) (Acc) 4.00% 4.00% Full saving 0.750% 0.000% 0.140%
Jupiter Ecology (Class I) (Acc) 5.25% 5.25% Full saving 0.750% 0.000% 0.040%
Jupiter Global Managed (Class I) (Acc) 5.25% 5.25% Full saving 0.750% 0.000% 0.270%
Wealth 150 Plus fund 0.00% 0.00% Full saving 0.450% 0.000% 0.190%
Old Mutual Global Best Ideas (R Class) (Acc) 5.00% 5.00% Full saving 0.750% 0.200% 0.850%
Rathbone Global Opportunities (Class I) (Acc) 0.00% 0.00% Full saving 0.750% 0.100% 0.050%
Standard Life Inv Global Smaller Companies (S) (Acc) 0.00% 0.00% Full saving 0.650% 0.000% 0.160%

Change view: Charges and discounts  |  Prices and yields  |  Annual percentage growth  |  Features & income

Global Bonds More information

Our view on the Global Bonds sector »

Initial chargeInitial savingFull saving?Annual chargeAnnual savingFund manager's other expenses
Old Mutual Global Strategic Bond (Class P) (Acc) 3.50% 3.50% Full saving 0.500% 0.050% 0.140%
Templeton Global Bond (W GBP) (Inc) 0.00% 0.00% Full saving 0.650% 0.000% 0.340%

Change view: Charges and discounts  |  Prices and yields  |  Annual percentage growth  |  Features & income

Global Emerging Mkts More information

Our view on the Global Emerging Mkts sector »

Initial chargeInitial savingFull saving?Annual chargeAnnual savingFund manager's other expenses
JPM Emerging Markets (Class B) (Acc) 0.00% 0.00% Full saving 1.000% 0.325% 0.180%
Wealth 150 Plus fund 0.00% 0.00% Full saving 0.750% 0.200% 0.130%

Change view: Charges and discounts  |  Prices and yields  |  Annual percentage growth  |  Features & income

Global Equity Income More information

Our view on the Global Equity Income sector »

Initial chargeInitial savingFull saving?Annual chargeAnnual savingFund manager's other expenses
Wealth 150 Plus fund 0.00% 0.00% Full saving 0.750% 0.130% 0.050%

Change view: Charges and discounts  |  Prices and yields  |  Annual percentage growth  |  Features & income

Japan More information

Our view on the Japan sector »

Initial chargeInitial savingFull saving?Annual chargeAnnual savingFund manager's other expenses
Wealth 150 Plus fund 0.00% 0.00% Full saving 0.750% 0.100% 0.210%
Invesco Perpetual Japan (Class Y) (Acc) 5.00% 5.00% Full saving 0.880% 0.000% n/a
JO Hambro Japan (Class A GBP) (Inc) 5.00% 5.00% Full saving 0.750% 0.000% 0.100%
Jupiter Japan Income (Class I) (Acc) 5.25% 5.25% Full saving 0.750% 0.000% 0.250%
Melchior Japan Advantage (I GBP) (Acc) 0.00% 0.00% Full saving 0.850% 0.000% 0.170%
Wealth 150 Plus fund 0.00% 0.00% Full saving 0.500% 0.000% 0.170%

Change view: Charges and discounts  |  Prices and yields  |  Annual percentage growth  |  Features & income

Mixed Investment 40-85% Shares More information

Our view on the Mixed Investment 40-85% Shares sector »

Initial chargeInitial savingFull saving?Annual chargeAnnual savingFund manager's other expenses
Wealth 150 Plus fund 0.00% 0.00% Full saving 0.500% 0.000% 0.070%
Neptune Balanced (Class C) (Acc) 0.00% 0.00% Full saving 0.750% 0.025% 0.250%
Wealth 150 Plus fund 0.00% 0.00% Full saving 0.500% 0.200% 0.130%

Change view: Charges and discounts  |  Prices and yields  |  Annual percentage growth  |  Features & income

North Am Smaller Cos More information

Our view on the North Am Smaller Cos sector »

Initial chargeInitial savingFull saving?Annual chargeAnnual savingFund manager's other expenses
Legg Mason US Smaller Companies (Class X) (Acc) 0.00% 0.00% Full saving 0.750% 0.050% 0.260%

Change view: Charges and discounts  |  Prices and yields  |  Annual percentage growth  |  Features & income

Offshore

Our view on the Offshore sector »

Initial chargeInitial savingFull saving?Annual chargeAnnual savingFund manager's other expenses
Schroder ISF Em Mkts Debt Abs Return (C GBP Hedge) (Inc) 1.00% 1.00% Full saving 0.900% 0.230% 0.330%

Change view: Charges and discounts  |  Prices and yields  |  Annual percentage growth  |  Features & income

Specialist More information

Our view on the Specialist sector »

Initial chargeInitial savingFull saving?Annual chargeAnnual savingFund manager's other expenses
Wealth 150 Plus fund 0.00% 0.00% Full saving 1.000% 0.400% 0.250%
Artemis Global Energy (Class I) (Acc) 1.00% 1.00% Full saving 0.750% 0.090% 0.150%
BlackRock Gold & General (Class D) (Acc) 0.00% 0.00% Full saving 1.000% 0.000% 0.190%
JPM Natural Resources (Class C) (Acc) 0.00% 0.00% Full saving 0.750% 0.075% 0.180%
Junior Oils Trust (Class P) (Acc) 1.00% 0.50% 1.100% 0.100% 0.090%
Jupiter India (Class I) (Acc) 5.25% 5.25% Full saving 0.750% 0.000% 0.380%
Neptune Russia & Greater Russia (Class C) (Acc) 0.00% 0.00% Full saving 0.800% 0.025% 0.120%
Smith & Williamson Global Gold & Resources (B) (Inc) 0.00% 0.00% Full saving 1.000% 0.000% 0.160%

Change view: Charges and discounts  |  Prices and yields  |  Annual percentage growth  |  Features & income

Targeted Absolute Return More information

Our view on the Targeted Absolute Return sector »

Initial chargeInitial savingFull saving?Annual chargeAnnual savingFund manager's other expenses
Wealth 150 Plus fund 0.00% 0.00% Full saving 0.750% 0.130% 0.040%

Change view: Charges and discounts  |  Prices and yields  |  Annual percentage growth  |  Features & income

Technology & Telecoms More information

Our view on the Technology & Telecoms sector »

Initial chargeInitial savingFull saving?Annual chargeAnnual savingFund manager's other expenses
GLG Technology Equity (Professional) (Acc) 0.00% 0.00% Full saving 0.850% 0.100% 0.220%

Change view: Charges and discounts  |  Prices and yields  |  Annual percentage growth  |  Features & income

UK All Companies More information

Our view on the UK All Companies sector »

Initial chargeInitial savingFull saving?Annual chargeAnnual savingFund manager's other expenses
AXA Framlington UK Select Opportunities (Class ZI) (Acc) 0.00% 0.00% Full saving 0.750% 0.000% 0.080%
BlackRock UK Special Situations (D) (Acc) 0.00% 0.00% Full saving 0.750% 0.000% 0.160%
Wealth 150 Plus fund 2.00% 2.00% Full saving 0.450% 0.000% 0.120%
Fidelity Special Situations (Class W) (Acc) 0.00% 0.00% Full saving 0.750% 0.000% 0.200%
Franklin UK Managers' Focus (W) (Acc) 0.00% 0.00% Full saving 0.750% 0.000% 0.200%
Franklin UK Mid Cap (W) (Acc) 0.00% 0.00% Full saving 0.750% 0.000% 0.120%
Jupiter UK Growth (Class I) (Acc) 5.25% 5.25% Full saving 0.750% 0.000% 0.290%
Kames Ethical Equity (Class B) (Acc) 0.00% 0.00% Full saving 0.750% 0.000% 0.060%
Liontrust Special Situations (Class I) (Inc) 0.00% 0.00% Full saving 0.750% 0.000% 0.140%
Wealth 150 Plus fund 1.00% 1.00% Full saving 0.750% 0.100% 0.150%
Wealth 150 Plus fund 5.00% 5.00% Full saving 0.675% 0.025% 0.105%
Old Mutual UK Mid Cap (Class R) (Acc) 0.00% 0.00% Full saving 0.750% 0.075% 0.170%
Standard Life Inv UK Equity Unconstrained (Inst) (Acc) 0.00% 0.00% Full saving 0.800% 0.000% 0.100%

Change view: Charges and discounts  |  Prices and yields  |  Annual percentage growth  |  Features & income

UK Equity Income More information

Our view on the UK Equity Income sector »

Initial chargeInitial savingFull saving?Annual chargeAnnual savingFund manager's other expenses
Wealth 150 Plus fund 1.00% 1.00% Full saving 0.750% 0.090% 0.040%
JO Hambro UK Equity Income (Y GBP) (Acc) 0.00% 0.00% Full saving 0.625% 0.000% 0.045%
Liontrust Macro Equity Income (Class I) (Acc) 0.00% 0.00% Full saving 0.750% 0.000% 0.150%
Wealth 150 Plus fund 1.00% 1.00% Full saving 0.750% 0.150% 0.050%
PSigma Income (Institutional) (Acc) 0.00% 0.00% Full saving 0.750% 0.300% 0.180%
Wealth 150 Plus fund 0.00% 0.00% Full saving 0.490% 0.000% 0.050%
Threadneedle UK Equity Alpha Income (Class Z) (Inc) 0.00% 0.00% Full saving 0.750% 0.075% 0.130%
Wealth 150 Plus fund 0.00% 0.00% Full saving 0.750% 0.100% 0.110%
Troy Trojan Income (Class O) (Acc) 5.00% 5.00% Full saving 1.000% 0.250% 0.030%

Change view: Charges and discounts  |  Prices and yields  |  Annual percentage growth  |  Features & income

UK Smaller Companies More information

Our view on the UK Smaller Companies sector »

Initial chargeInitial savingFull saving?Annual chargeAnnual savingFund manager's other expenses
Marlborough Special Situations (Class P) (Acc) 1.00% 1.00% Full saving 0.750% 0.000% 0.050%
Wealth 150 Plus fund 1.00% 1.00% Full saving 0.750% 0.050% 0.060%
Old Mutual UK Smaller Companies (Class R) (Acc) 0.00% 0.00% Full saving 0.875% 0.175% 0.175%
Wealth 150 Plus fund 0.00% 0.00% Full saving 0.650% 0.000% 0.120%

Change view: Charges and discounts  |  Prices and yields  |  Annual percentage growth  |  Features & income

Funds managed with the aim of delivering positive returns in any market conditions, but returns are not guaranteed.

Funds in this sector may aim to achieve a return that is more demanding than a "greater than zero after fees objective."

Funds in this sector must clearly state the timeframe over which they aim to meet their stated objective to allow the IMA and investors to make a distinction between funds on this basis. The timeframe must not be longer than three years.

Definition from the Investment Management Association (IMA) - 6 June 2013.

Funds which invest at least 80% of their assets in Asia Pacific equities and exclude Japanese securities.

Definition from the Investment Management Association (IMA) - 4 April 2011.

Funds which invest at least 80% of their assets directly or indirectly in equities of the People's Republic of China, Hong Kong or Taiwan. Funds may invest in one or more of the countries.

Definition from the Investment Management Association (IMA) - 4 April 2011.

Funds which invest at least 80% of their assets in European equities and exclude UK securities.

Definition from the Investment Management Association (IMA) - 4 April 2011.

The funds in this sector are expected to have a range of different investments. However, the fund manager has significant flexibility over what to invest in. There is no minimum or maximum requirement for investment in company shares (equities) and there is scope for funds to have a high proportion of shares.

Definition from the Investment Management Association (IMA) - 18 January 2012.

Funds which invest at least 80% of their assets in Sterling denominated (or hedged back to Sterling), BBB minus or above corporate bond securities (as measured by Standard & Poors or an equivalent external rating agency). This excludes convertibles, preference shares and permanent interest bearing shares (PIBS).

Definition from the Investment Management Association (IMA) - 4 April 2011.

Funds which invest at least 80% of their assets in Sterling denominated (or hedged back to Sterling) fixed interest securities and at least 50% of their assets in below BBB minus fixed interest securities (as measured by Standard & Poors or an equivalent external rating agency), including convertibles, preference shares and permanent interest bearing shares (PIBS).

Definition from the Investment Management Association (IMA) - 4 April 2011.

Funds which invest at least 80% of their assets in Sterling denominated (or hedged back to Sterling) fixed interest securities. This includes convertibles, preference shares and permanent interest bearing shares (PIBS). At any point in time the asset allocation of these funds could theoretically place the fund in one of the other Fixed Interest sectors. The funds will remain in this sector on these occasions since it is the Manager's stated intention to retain the right to invest across the Sterling fixed interest credit risk spectrum.

Definition from the Investment Management Association (IMA) - 4 April 2011.

Funds which invest at least 80% of their assets globally in equities. Funds must be diversified by geographic region.

Definition from the Investment Management Association (IMA) - 4 April 2011.

Funds which invest at least 80% of their assets in fixed interest securities. All funds which contain more than 80% fixed interest investments are to be classified under this heading regardless of the fact that they may have more than 80% in a particular geographic sector, unless that geographic area is the UK, when the fund should be classified under the relevant UK (Sterling) heading.

Definition from the Investment Management Association (IMA) - 4 April 2011.

Funds which invest 80% or more of their assets in emerging market equities as defined by the relevant FTSE or MSCI Global Emerging Markets index.

Definition from the Investment Management Association (IMA) - 4 April 2011.

Funds which invest at least 80% of their assets globally in equities. Funds must be diversified by geographical region and intend to achieve a historic yield on the distributable income in excess of 110% of the MSCI World Index yield at the fund's year end.

Definition from the Investment Management Association (IMA) - 18 January 2012.

Funds which invest at least 80% of their assets in Japanese equities.

Definition from the Investment Management Association (IMA) - 4 April 2011.

Funds in this sector are required to have a range of different investments. The fund must have between 20% and 60% invested in company shares (equities). At least 30% of the fund must be in fixed income investments (for example, corporate and Government bonds) and/or "cash" investments. "Cash" can include investments such as current account cash, short-term fixed income investments and certificates of deposit.

Definition from the Investment Management Association (IMA) - 18 January 2012.

Funds in this sector are required to have a range of different investments. However, there is scope for funds to have a high proportion in company shares (equities). The fund must have between 40% and 85% invested in company shares.

Definition from the Investment Management Association (IMA) - 18 January 2012.

Funds which invest at least 80% of their assets in North American equities.

Definition from the Investment Management Association (IMA) - 4 April 2011.

Funds which invest a least 80% of their assets in North American equities of companies which form the bottom 20% by market capitalisation.

Definition from the Investment Management Association (IMA) - 14 February 2012.

Funds which are only available for use in a personal pension plan or FSAVC (Free Standing Additional Voluntary Contribution) scheme.

Present arrangements for unit trust personal pension schemes require providers to set up separate personal pension unit trust under an overall tax sheltered umbrella. These funds then in turn invest in the group's equivalent mainstream trusts. Pension funds are not to be confused with "Exempt" funds which are flagged separately.

Definition from the Investment Management Association (IMA) - 4 April 2011.

Funds which predominantly invest in property. In order to invest "predominantly" in property, funds should either:

  • Invest at least 60% of their assets directly in property; or
  • Invest at least 80% of their assets in property securities; or
  • When their direct property holdings fall below the 60% threshold for a period of more than six months, invest sufficient of the balance of their assets in property securities to ensure that at least 80% of the fund is invested in property, whereupon it becomes a hybrid fund.

Definition from the Investment Management Association (IMA) - 4 April 2011.

Funds which invest at least 80% of their assets in technology and telecommunications sectors as defined by major index providers.

Definition from the Investment Management Association (IMA) - 4 April 2011.

Funds which invest at least 80% of their assets in UK equities which have a primary objective of achieving capital growth.

Definition from the Investment Management Association (IMA) - 4 April 2011.

Funds which invest at least 80% in UK equities and which intend to achieve a historic yield on the distributable income in excess of 110% of the FTSE All Share yield at the fund's year end.

Definition from the Investment Management Association (IMA) - 4 April 2011.

Funds which invest at least 80% of their assets in UK equities of companies which form the bottom 10% by market capitalisation.

Definition from the Investment Management Association (IMA) - 4 April 2011.

Funds that have an investment universe that is not accommodated by the mainstream sectors.

Definition from the Investment Management Association (IMA) - 4 April 2011.



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