Building the Wealth shortlist
We dig into the detail behind the Shortlist
The Wealth Shortlist is designed to help investors build well-balanced and diversified portfolios. It features both active and passive funds across the main investment sectors.
We put funds under the microscope to make sure the list contains only the funds that our in-depth analysis indicates have the greatest performance potential.
Dig into the detail behind the Wealth Shortlist:
For more information read our Wealth Shortlist FAQs.
How we select the Wealth Shortlist
Building the Wealth Shortlist isn’t a one-off process. The research team constantly monitor the funds on the list using a strict selection process.
Funds are only added to, or removed from, the shortlist after extensive research, debate and a team vote.
The fund research team
Our research team has decades of experience and spends thousands of hours each year crunching the numbers.
But when looking at a fund’s performance potential, data can tell only half the story. They also dig deep into funds’ processes and their management teams with the goal of unearthing what’s really driving performance.
Looking at charges differently
Fund charges can eat away at performance, so it’s important to weigh up performance potential against the cost of investing in a particular fund.
To make it easier for you, the Wealth Shortlist now ranks a fund’s charges against similar funds in its IA sector.
Oversight and governance of the Shortlist
Our research is supported and monitored by independent oversight and governance processes.
Monitoring is there to identify risks to make sure the Wealth Shortlist stays on a solid foundation.