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Wealth Shortlist Notifications



  • 2024
    • Latest
      26 February 2024

      Schroder Income fund added to Wealth Shortlist

      Schroder Income was added to the Wealth Shortlist of funds chosen by our analysts for their long-term performance potential on 26 February 2024.

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    • Latest
      9 January 2024

      Wealth Shortlist Update: abrdn Asia Pacific Equity

      We have taken the decision to remove the abrdn Asia Pacific Equity fund from the Wealth Shortlist.

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  • 2023
    • Latest
      24 November 2023

      FSSA Japan Focus – fund performance review

      We've conducted a review of the FSSA Japan Focus fund following a period of underperformance.

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    • Latest
      6 October 2023

      Wealth Shortlist Update: Liontrust UK Equity

      We have taken the decision to remove the Liontrust UK Equity fund from the Wealth Shortlist.

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    • Latest
      2 October 2023

      Wealth Shortlist Update: Aviva Investors UK Listed Equity Income

      We have taken the decision to remove the Aviva Investors UK Listed Equity Income fund from the Wealth Shortlist.

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    • Latest
      14 September 2023

      BNY Mellon US Equity Income fund added to Wealth Shortlist

      BNY Mellon US Equity Income was added to the Wealth Shortlist of funds chosen by our analysts for its long-term performance potential on 14th September 2023.

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    • Latest
      1 August 2023

      Wealth Shortlist funds update: Fidelity Sustainable MoneyBuilder Income

      In January, Fidelity announced that Sajiv Vaid is retiring at the end of 2023. Vaid joined Fidelity in 2015 and took over as the lead manager of the Fidelity Sustainable MoneyBuilder Income fund in 2019.

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    • Latest
      8 June 2023

      BNY Mellon Multi-Asset Balanced fund added to the Wealth Shortlist

      BNY Mellon Multi-Asset Balanced was added to the Wealth Shortlist of funds chosen by our analysts for their long-term performance potential on 8 June 2023.

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    • Latest
      24 May 2023

      Wealth Shortlist funds update: Liontrust Sustainable Future Corporate Bond

      In March 2023, Liontrust announced that Stuart Steven would be retiring from his role as Head of Fixed Interest within the Sustainable Investment Team at Liontrust with effect from the end of September 2023.

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    • Latest
      15 May 2023

      Ninety One UK Sustainable Equity added to Wealth Shortlist

      Ninety One UK Sustainable Equity was added to the Wealth Shortlist of funds chosen by our analysts for their long-term performance potential on 15 May 2023.

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    • Latest
      10 May 2023

      TB Amati UK Listed Smaller Companies – fund manager change

      Amati Global Investors announced in April 2023 that Anna Macdonald, co-manager of the TB Amati UK Listed Smaller Companies fund had departed the business.

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    • Latest
      5 May 2023

      Wealth Shortlist funds update: BNY Mellon Real Return and BNY Mellon Sustainable Real Return

      Aron Pataki and Andy Warwick have taken over as co-lead managers of the Real Return team.

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    • Latest
      27 April 2023

      Legal & General Future World ESG Emerging Markets Index added to Wealth Shortlist

      Legal & General Future World ESG Emerging Markets Indexfunds chosen by our analysts for their long-term performance potential on 27 April 2023.

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    • Latest
      19 April 2023

      HSBC FTSE 250 Index ongoing charge change

      The HSBC FTSE 250 index fund has changed the way it calculates its ongoing charges.

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    • Latest
      17 March 2023

      Royal London Corporate Bond - fund manager change

      Having been a named manager on the fund since 1999, Jonathan Platt has stepped down as co-manager, leaving Shalin Shah and Matt Franklin to manage the fund going forward.

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    • Latest
      1 March 2023

      Wealth Shortlist Update: EdenTree Responsible & Sustainable Managed Income

      We've taken the decision to remove the EdenTree Responsible & Sustainable Managed Income fund from the Wealth Shortlist.

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    • Latest
      16 February 2023

      Polar Capital European ex-UK Income fund added to Wealth Shortlist

      Polar Capital European ex-UK Income was added to the Wealth Shortlist of funds chosen by our analysts for their long-term performance potential on 16 February 2023.

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    • Latest
      14 February 2023

      Legal & General Future World ESG UK Index added to Wealth Shortlist

      Legal & General Future World ESG UK Index was added to the Wealth Shortlist of funds chosen by our analysts for their long-term performance potential on 14 February 2023.

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  • 2022
    • Latest
      20 December 2022

      Wealth Shortlist funds update: BNY Mellon Real Return and BNY Mellon Sustainable Real Return

      BNY Mellon has announced tragic news regarding the sudden passing of Suzanne Hutchins, Head of the Real Return team at Newton Investment Management Limited.

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    • Latest
      16 December 2022

      Wealth Shortlist Update: Marlborough Multi Cap Income

      We’ve taken the decision to remove the Marlborough Multi Cap Income fund from the Wealth Shortlist.

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    • Latest
      31 October 2022

      Pyrford Global Total Return – fund performance review

      As part of our research and analysis, we analyse fund manager performance after charges, to find managers who are truly adding value for investors. As part of this analysis, we’ve conducted a review of the Pyrford Global Total Return fund.

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    • Latest
      28 September 2022

      Wealth Shortlist Update: CT UK Equity Income

      We have taken the decision to remove the CT UK Equity Income fund from the Wealth Shortlist.

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    • Latest
      2 September 2022

      Wealth Shortlist Update: TM CRUX European Special Situations

      We’ve taken the decision to remove the TM CRUX European Special Situations fund from the Wealth Shortlist.

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    • Latest
      26 August 2022

      BlackRock Continental European Income added to Wealth Shortlist

      BlackRock Continental European Income was added to the Wealth Shortlist of funds chosen by our analysts for their long-term performance potential on 26 August 2022.

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    • Latest
      23 May 2022

      Fidelity MoneyBuilder Income – fund changes

      With effect from 26 May 2022, the Fidelity MoneyBuilder Income fund’s investment policy will change to incorporate an increased focus on sustainable investment.

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    • Latest
      9 May 2022

      Baillie Gifford Managed – fund performance review

      As part of our research and analysis, we analyse fund manager performance after charges, to find managers who are truly adding value for investors.

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    • Latest
      29 April 2022

      Baillie Gifford American – fund performance review

      As part of our research and analysis, we analyse fund manager performance after charges, to find managers who are truly adding value for investors.

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    • Latest
      25 March 2022

      Royal London UK Smaller Companies added to Wealth Shortlist

      Royal London UK Smaller Companies was added to our Wealth Shortlist of funds chosen by our analysts for their long-term performance potential on 25 March 2022.

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    • Latest
      23 February 2022

      Liontrust SF Corporate Bond added to the Wealth Shortlist

      Liontrust SF Corporate Bond was added to the Wealth Shortlist of funds chosen by our analysts for their long-term performance potential on 23 February 2022.

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    • Latest
      10 February 2022

      Wealth Shortlist Update: ASI Latin American Equity

      We’ve taken the decision to remove the ASI Latin American Equity Fund from the Wealth Shortlist.

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    • Latest
      21 January 2022

      Wealth Shortlist update: Artemis High Income

      In September 2021, Artemis announced that Alex Ralph would step down as lead manager of the Artemis High Income fund and leave the business.

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  • 2021
    • Latest
      15 December 2021

      Vanguard Global Bond Index and Vanguard Global Corporate Bond Index added to the Wealth Shortlist

      The Vanguard Global Bond Index and Vanguard Global Corporate Bond Index funds were added to the Wealth Shortlist of funds chosen by our analysts for their long-term performance potential on 15 December 2021.

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    • Latest
      7 December 2021

      Liontrust to acquire Majedie Asset Management

      It was announced today that Majedie Asset Management will be acquired by Liontrust Asset Management.

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    • Latest
      1 December 2021

      ASI Global Smaller Companies – fund manager change

      Harry Nimmo will step back as co-manager of the ASI Global Smaller Companies fund on 1 December 2021 .

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    • Latest
      22 October 2021

      Invesco Tactical Bond - fund manager retirement

      After 27 years at Invesco and a 37 year investment career, Co-Head of Fixed income and co-manager of the Invesco Tactical Bond fund Paul Causer will retire at the end of this year.

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    • Latest
      15 October 2021

      EdenTree Higher Income – fund changes

      The investment policy and name of the EdenTree Higher Income Fund will change on 15 November 2021, subject to shareholder approval.

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    • Latest
      8 October 2021

      Wealth Shortlist Update: Unicorn Outstanding British Companies

      We've taken the decision to remove the Unicorn Outstanding British Companies fund from the Wealth Shortlist.

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    • Latest
      21 September 2021

      Franklin UK Mid Cap - fund manager retirement

      Franklin Templeton has announced that veteran research analyst Mark Hall will be retiring in December 2021.

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    • Latest
      10 September 2021

      Wealth Shortlist Update: Artemis High Income

      Artemis has announced that Alex Ralph, lead manager of the Artemis High Income fund, has left the business. David Ennett has become the new lead manager, alongside co-manager Jack Holmes.

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    • Latest
      8 September 2021

      Wealth Shortlist Update: Artemis Strategic Bond

      We have taken the decision to remove the Artemis Strategic Bond fund from the Wealth Shortlist.

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    • Latest
      28 July 2021

      Wealth Shortlist Update: Marlborough UK Micro-Cap Growth

      We have taken the decision to remove the Marlborough UK Micro-Cap Growth fund from the Wealth Shortlist. We continue to have high conviction in co-managers Eustace Santa Barbara and Guy Feld.

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    • Latest
      5 May 2021

      Columbia Threadneedle to acquire Pyrford International

      Columbia Threadneedle Investments is to acquire BMO Financial Group's EMEA Asset Management business, including Pyrford International.

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    • Latest
      22 April 2021

      Janus Henderson UK Responsible Income added to the Wealth Shortlist

      Janus Henderson UK Responsible Income was added to the Wealth Shortlist of funds chosen by our analysts for their long-term performance potential on 22 April 2021.

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    • Latest
      22 April 2021

      Trojan Ethical Income added to Wealth Shortlist

      Trojan Ethical Income was added to the Wealth Shortlist of funds chosen by our analysts for their long-term performance potential on 22 April 2021.

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    • Latest
      9 April 2021

      Troy Trojan Income – fund manager change

      Francis Brooke and Hugo Ure will step down as co-managers of the Troy Trojan Income fund at the end of 2021. Blake Hutchins, the fund’s other co-manager, will take over as lead manager.

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  • 2020
    • Latest
      15 December 2020

      Threadneedle European Select – fund manager change

      In this update, Senior Investment Analyst Kate Marshall looks at the upcoming fund manager changes for the Threadneedle European Select Fund.

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    • Latest
      26 October 2020

      EdenTree Higher Income – Robin Hepworth to step down as lead manager

      Robin Hepworth will step down as lead manager of the EdenTree Higher Income fund from 1 November 2020. He will also give up his position as EdenTree's Chief Investment Officer.

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    • Latest
      19 October 2020

      Man GLG Japan CoreAlpha – Stephen Harker and Neil Edwards to retire

      Stephen Harker, lead manager of the Man GLG Japan CoreAlpha Fund is to step down at the end of March 2021 after four decades in the industry. Senior portfolio manager Neil Edwards will retire at the same time.

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    • Latest
      7 September 2020

      Schroder Small Cap Discovery – fund manager change

      Matthew Dobbs, manager of the Schroder Small Cap Discovery fund, will step back from full-time fund management from 1 January 2021. Dobbs' long-term colleagues Robin Parbrook and Alex Deane will take over as co-managers of the fund.

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    • Latest
      25 August 2020

      Liontrust announces two fund mergers

      Liontrust is to merge its UK Mid Cap and UK Opportunities funds with the Liontrust UK Growth Fund. Mark Martin, who previously managed the former two funds, has left the business with immediate effect.

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    • Latest
      30 July 2020

      TB Amati UK Smaller Companies added to Wealth Shortlist

      The managers are experienced UK smaller companies specialists. Their focus on financially strong companies means they’re more conservative than many other managers in the sector.

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    • Latest
      22 July 2020

      Invesco Tactical Bond – change of manager

      Paul Read, co-manager of the Invesco Tactical Bond fund will step back from the fund on 31 August 2020. Read’s colleagues Stuart Edwards and Jack Parker will replace him and join existing co-manager Paul Causer to form a three person team.

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