Wealth Shortlist Notifications
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2021
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Latest22 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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Latest15 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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Latest8 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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Latest21 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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Latest10 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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Latest8 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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Latest28 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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Latest5 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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Latest22 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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Latest22 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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Latest9 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
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Latest15 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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Latest26 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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Latest19 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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Latest7 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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Latest25 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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Latest30 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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Latest22 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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