Wealth Shortlist Notifications

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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