Coronavirus - we're here to help
From how to access your account online, scam awareness, your wellbeing and our community we're here to help.

Skip to main content
  • Register
  • Help
  • Contact us
  • Log out of your HL account

Building the Wealth shortlist

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 only contains the funds 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

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.

Learn more about each stage of the process

How have our fund selections performed?

How have our fund selections performed?




We started showcasing what we felt were the best funds in each of the main sectors in 2003.

The majority of our analysts’ fund choices have beaten their sector average and benchmarks. Not every fund has, it’s impossible to get every decision right. Past performance isn’t a guide to the future.

See how our analysts’ fund choices have performed

The fund research team

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 only tell half the story. They also dig deep into funds’ processes and their management teams with the goal of unearthing what’s really driving performance.

Find out more about our research team

Looking at charges differently

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.

How we compare fund charges

Oversight and governance of the Shortlist

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.

How we monitor and report on the Wealth Shortlist