Why choose a Wealth 150+ fund?
Only the best funds
Strong track record
Low ongoing charges
How we select Wealth 150+ funds
We believe the highest-calibre fund managers share a specific set of skills and attributes. Hundreds of hours of research goes into our analysis of track records and we spend hundreds more questioning managers on their approach.
When we talk about exceptional fund managers we mean those with a demonstrable track record of adding value for investors. Importantly, we also believe they will deliver performance in excess of their benchmark index, or the average fund in their sector, over the long term.
When it comes to index tracker funds we look for those with the potential to track their index as closely as possible. This means losing as little as possible to costs and tracking method.
What we look for in a fund manager
Why do we provide the Wealth 150+?
We aim to highlight a selection of the best funds across the main industry sectors. We do not expect Wealth 150+ funds to be at the top of the performance tables all the time. Different asset classes, sectors and fund management styles come in and out of favour at different times and this will be reflected in the performance of the Wealth 150+ funds, particularly over the short term.
The Wealth 150+ is designed to narrow down the choice once an investor has made the decision to invest in a certain sector. However we tend to avoid excessively volatile or unpredictable funds; and if we can’t find a great fund manager in a particular sector we are happy to have no funds from that sector on the Wealth 150+.
Our research is provided for your own interest, it is not a guide to how you should invest. Investors should consider their own objectives and attitude to risk before making investment decisions. If you are unsure of the suitability of an investment you should seek advice.
Fund managers cannot pay to feature on the Wealth 150+. Our clients pay a percentage fee to hold funds in a Vantage Account. This means we are incentivised solely to identify the best funds and help clients grow their wealth.
Wealth 150 performance since launch
Source: Hargreaves Lansdown, correct as at 31/08/16
As the graph shows, investments can fall in value as well as rise, and please remember past performance is not a guide to future returns.