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Wealth Shortlist Notifications



  • 2021
    • 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

      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
      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
      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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