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Since creating the Wealth 150 five years ago over 500 funds have been launched. Only a handful made it into the Wealth 150, our list of favourite funds in each sector, and competition for places is fiercer than ever.
We therefore decided
Buy Funds Online Now
Buy your fund from Hargreaves Lansdown and save up to 5.5% on the initial fund charges.
| Popular funds | Initial savings |
Buy fund |
|---|---|---|
| Jupiter Emerging European Opportunities | 5.25% |  |
| Schroder UK Alpha Plus | 5.25% | |
| Neptune Income | 5.00% | |
| Allianz Global Investors RCM BRIC Stars | 4.00% | |
| First State Investments Greater China Growth | 3.75% | |
Investment values can go down in value as well as up and you may get back less than the amount you invest.
Hargreaves Lansdown Asset Management Ltd. is authorised & regulated by the Financial Services Authority.
We have removed:
Aberforth UK Small Companies; BlackRock UK Smaller Companies (previously Merrill Lynch); CF Walker Crips UK Growth; GAM Star UK Dynamic Equity; Gartmore Cautious Managed; Invesco Perpetual Asian; Investec Cautious Managed; Jupiter Undervalued Assets; Old Mutual Japanese Select; Rensburg UK Equity Income; Schroder Medical Discovery; Schroder UK Mid 250
Other Changes to the Wealth 150:
In addition, following a period of poor performance the funds below are now under review and we have removed them from the Wealth 150. Again we believe existing investors should continue to hold. Each manager has enjoyed periods of strong performance in the past and at this stage we do not feel investors should switch. We shall monitor each fund; if you hold them through HL and our views change, we shall let you know.
Artemis New Enterprises; Artemis UK Growth; First State British Smaller Companies; Gartmore UK Focus; Legg Mason US Equity
Fund research is provided by Hargreaves Lansdown. Hargreaves Lansdown is an independent broker offering unit trust, stockbroking and other pension and investment services. No news or research item is a personal recommendation to deal.