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Why has my fund been removed from the list?

9 January 2019

No news or research item is a personal recommendation to deal. All investments can fall as well as rise in value so you could get back less than you invest.

The Wealth 50 is built using the same comprehensive research as before, but is more focused, with fewer funds. It’s even easier to find what you’re looking for. These changes mean some funds that were on the Wealth 150 don’t feature on the Wealth 50.

We still think they’re great funds. But to make a shorter list we had to raise the bar and make sure only our higher-conviction funds feature on the Wealth 50. Just because a fund hasn’t made the cut doesn’t mean investors should make any changes to their portfolio, as long as the fund still meets their objectives.

Great funds, better value

We also want to make sure the Wealth 50 provides even better value for you. We used our scale to negotiate better fund charges and in lots of cases we’ve got significant discounts for you.

While funds that have been removed could still do well in future, we’ve taken them off if we think there are other great funds in the same sector, or that do something similar, which can be bought at a lower cost.

Funds Coming Off
Artemis Strategic Assets Our View KID
BlackRock Gold & General Our View KID
Fidelity Special Situations Our View KID
First State Global Listed Infrastructure Our View KID
Franklin UK Managers' Focus Our View KID
Invesco Corporate Bond Our View KID
JO Hambro Continental European Our View KID
JO Hambro Japan Our View KID
JO Hambro UK Equity Income Our View KID
Jupiter European Our View KID
Legal & General All Stocks Index Linked Gilt Our View KID
Legal & General Global Inflation Lnk Bond Indx Our View KID
Legal & General UK 100 Index Our View KID
LF Odey Opus Our View KID
Liontrust Special Situations Our View KID
M&G Optimal Income Our View KID
M&G Strategic Corporate Bond Our View KID
M&G UK Inflation Linked Corporate Bond Our View KID
Marlborough Special Situations Our View KID
Merian UK Alpha Our View KID
Merian UK Mid Cap Our View KID
Merian UK Smaller Companies Our View KID
Rathbone Income Our View KID
Standard Life Inv Global Smaller Companies Our View KID
Standard Life Inv UK Equity Unconstrained Our View KID
Standard Life UK Smaller Companies Our View KID
Stewart Investors Asia Pacific Leaders Our View KID

Find out more about what’s changed

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Investment notes
No news or research item is a personal recommendation to deal. All investments can fall as well as rise in value so you could get back less than you invest.
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