|

Funds Centre

Performances as at: 30/04/2008

Data provided by:

Morningstar

Funds Centre Navigation

Wealth 150 Funds

All Funds

Breadcrumb Trail

Wealth 150 Funds (By Sector) from Hargreaves Lansdown

Wealth 150 Funds from Hargreaves Lansdown Listed by Sector
Performance1
Fund Name Morningstar Rating2 Fund Rating3 Buy Fund4 Annual Management Charge (%) 1 Year Change (%) Quartile Rank over 1 Year 3 Years Change (%) Quartile Rank over 3 Years Performance Details
Asset Alloc GBP Defensive
Artemis High Income 4 stars Not rated Buy Artemis High Income 1.25 -7.08 4 16.81 3 Performance Details for Artemis High Income
Asset Alloc GBP Neutral
CF Midas Balanced Income Inc 4 stars Not rated Buy CF Midas Balanced Income Inc 1.4 -8.89 4 23.04 2 Performance Details for CF Midas Balanced Income Inc
CF Midas Balanced Income Inc 4 stars Not rated Buy CF Midas Balanced Income Inc 1.4 -8.89 4 23.04 2 Performance Details for CF Midas Balanced Income Inc
Invesco Distribution Acc 4 stars Not rated Buy Invesco Distribution Acc 1.37 -0.85 1 24.6 1 Performance Details for Invesco Distribution Acc
Jupiter High Income 5 stars Not rated Buy Jupiter High Income 1.5 -6.92 3 36.09 1 Performance Details for Jupiter High Income
Neptune Balanced Acc 5 stars Not rated Buy Neptune Balanced Acc 1.6 6.53 1 64.78 1 Performance Details for Neptune Balanced Acc
Std Lf Dynamic Distrib R Acc Not rated Not rated Buy Std Lf Dynamic Distrib R Acc 1.5 -8.84 4     Performance Details for Std Lf Dynamic Distrib R Acc
Asset Alloc Global Dynamic (GBP)
CF Midas Balanced Growth Acc 4 stars Not rated Buy CF Midas Balanced Growth Acc 1.4 -10.27 4 31.99 3 Performance Details for CF Midas Balanced Growth Acc
CF Midas Balanced Growth Acc 4 stars Not rated Buy CF Midas Balanced Growth Acc 1.4 -10.27 4 31.99 3 Performance Details for CF Midas Balanced Growth Acc
CF Miton Strategic Port A Acc 4 stars Not rated Buy CF Miton Strategic Port A Acc 1.5 7.09 1 25.62 4 Performance Details for CF Miton Strategic Port A Acc
Asset Alloc Global Flexible (GBP)
CF JM Finn Glbl Opp Rtl Net Acc 5 stars Not rated Buy CF JM Finn Glbl Opp Rtl Net Acc 1.5 16.52 1 112 1 Performance Details for CF JM Finn Glbl Opp Rtl Net Acc
Equity Africa
New Star Heart of Africa A Acc Not rated Not rated Buy New Star Heart of Africa A Acc 1.75         Performance Details for New Star Heart of Africa A Acc
Equity Asia Pacific ex Japan
Aberdeen Asia Pacific A Acc 3 stars Not rated Buy Aberdeen Asia Pacific A Acc 1.75 18.2 2 93.19 2 Performance Details for Aberdeen Asia Pacific A Acc
Fidelity South East Asia 4 stars Not rated Buy Fidelity South East Asia 1.5 25.15 1 133.41 1 Performance Details for Fidelity South East Asia
First State Asia Pac Leadrs A 5 stars Not rated Buy First State Asia Pac Leadrs A 1.5 24.63 1 111.73 1 Performance Details for First State Asia Pac Leadrs A
Invesco Asian Acc 4 stars Not rated Buy Invesco Asian Acc 1.5 16.16 3 92.64 2 Performance Details for Invesco Asian Acc
Melchior Asian Opps £ A Not rated Not rated Buy Melchior Asian Opps £ A 2.15 -6.21 4 74.97 4 Performance Details for Melchior Asian Opps £ A
Equity BRIC
Allianz RCM BRIC Stars A Not rated Not rated Buy Allianz RCM BRIC Stars A 1.75 31.05 3     Performance Details for Allianz RCM BRIC Stars A
Equity China (Greater)
First State Great China Gr A Acc 5 stars Not rated Buy First State Great China Gr A Acc 1.75 32.09 2 127.56 2 Performance Details for First State Great China Gr A Acc
Jupiter China Acc Not rated Not rated Buy Jupiter China Acc 1.5 16.34 4     Performance Details for Jupiter China Acc
Equity Europe Emerging Mkts
Jupiter Emerging European Opps 4 stars Not rated Buy Jupiter Emerging European Opps 1.5 8.88 3 132.8 2 Performance Details for Jupiter Emerging European Opps
Equity Europe ex UK
Artemis European Growth 3 stars Not rated Buy Artemis European Growth 1.5 -8.25 4 65.19 2 Performance Details for Artemis European Growth
Cazenove European B Acc 3 stars Not rated Buy Cazenove European B Acc 1.5 1.45 1 69.04 1 Performance Details for Cazenove European B Acc
Fidelity European 4 stars Not rated Buy Fidelity European 1.5 -0.26 2 62.77 2 Performance Details for Fidelity European
Gartmore Euro Select Opps Rtl 4 stars Not rated Buy Gartmore Euro Select Opps Rtl 1.5 2.09 1 72.69 1 Performance Details for Gartmore Euro Select Opps Rtl
JOHCM Cont Europ GBP Ret 4 stars Not rated Buy JOHCM Cont Europ GBP Ret 1.25 -1.77 2 68.25 1 Performance Details for JOHCM Cont Europ GBP Ret
Jupiter European 3 stars Not rated Buy Jupiter European 1.5 4.59 1 61.41 2 Performance Details for Jupiter European
Jupiter European Special Sits 5 stars Not rated Buy Jupiter European Special Sits 1.5 -1.28 2 76.1 1 Performance Details for Jupiter European Special Sits
Neptune European Opp A Acc 5 stars Not rated Buy Neptune European Opp A Acc 1.75 1.31 1 120.75 1 Performance Details for Neptune European Opp A Acc
New Star European Growth Rtl 4 stars Not rated Buy New Star European Growth Rtl 1.5 -4.96 3 65.84 2 Performance Details for New Star European Growth Rtl
Resolution Argon Europ Inc A Acc Not rated Not rated Buy Resolution Argon Europ Inc A Acc 1.5 -2.05 2     Performance Details for Resolution Argon Europ Inc A Acc
Resolution Argonaut Euro Alpha Not rated Not rated Buy Resolution Argonaut Euro Alpha 1.75 -0.3 2     Performance Details for Resolution Argonaut Euro Alpha
Schroder Europ Alpha Plus Acc 4 stars Not rated Buy Schroder Europ Alpha Plus Acc 1.5 -4.38 3 66.31 2 Performance Details for Schroder Europ Alpha Plus Acc
Equity Global Emerging Mkts
Aberdeen Emerging Mkts A Acc 4 stars Not rated Buy Aberdeen Emerging Mkts A Acc 1.5 20.8 3 133.94 2 Performance Details for Aberdeen Emerging Mkts A Acc
First State Glbl EmMkts Ldr A 4 stars Not rated Buy First State Glbl EmMkts Ldr A 1.5 17.56 4 113.68 3 Performance Details for First State Glbl EmMkts Ldr A
Gartmore Emerg Mkts Opp R Acc 4 stars Not rated Buy Gartmore Emerg Mkts Opp R Acc 1.5 26.14 1 142.26 1 Performance Details for Gartmore Emerg Mkts Opp R Acc
Templeton Glbl Emg Mkts A Acc 1 stars Not rated Buy Templeton Glbl Emg Mkts A Acc 1.75 17.5 4 98.82 4 Performance Details for Templeton Glbl Emg Mkts A Acc
Equity Global
Artemis Global Growth 4 stars Not rated Buy Artemis Global Growth 1.5 2.59 1 77.45 1 Performance Details for Artemis Global Growth
Axa Talents Ret Acc Not rated Not rated Buy Axa Talents Ret Acc 1.75 -15.29 4     Performance Details for Axa Talents Ret Acc
Eclectica Agriculture GBP Acc Not rated Not rated Buy Eclectica Agriculture GBP Acc 1.75         Performance Details for Eclectica Agriculture GBP Acc
Jupiter Global Managed GBP 5 stars Not rated Buy Jupiter Global Managed GBP 1.5 -0.25 2 71.86 1 Performance Details for Jupiter Global Managed GBP
Martin Currie IF Glbl Alpha A Not rated Not rated Buy Martin Currie IF Glbl Alpha A 1.5 -1.83 2     Performance Details for Martin Currie IF Glbl Alpha A
Neptune Global Equity A Acc 5 stars Not rated Buy Neptune Global Equity A Acc 1.75 12.67 1 132.71 1 Performance Details for Neptune Global Equity A Acc
Newton Gbl Opps Inc Not rated Not rated Buy Newton Gbl Opps Inc 1.5 8.41 1     Performance Details for Newton Gbl Opps Inc
Rathbone Global Opportunities 4 stars Not rated Buy Rathbone Global Opportunities 1.5 4.89 1 83.84 1 Performance Details for Rathbone Global Opportunities
Schroder Global Eq Income A Acc Not rated Not rated Buy Schroder Global Eq Income A Acc 1.5         Performance Details for Schroder Global Eq Income A Acc
Skandia IM Global Best Ideas Not rated Not rated Buy Skandia IM Global Best Ideas 1.5 -5.62 3     Performance Details for Skandia IM Global Best Ideas
Std Lf Glb Eq Unconstrd Rtl 2 stars Not rated Buy Std Lf Glb Eq Unconstrd Rtl 1.5 -8.81 4 32.57 3 Performance Details for Std Lf Glb Eq Unconstrd Rtl
SVM Global Opportunities Rtl Not rated Not rated Buy SVM Global Opportunities Rtl 1.25 -3.14 3     Performance Details for SVM Global Opportunities Rtl
Equity India
First State Indian Subcontinent Not rated Not rated Buy First State Indian Subcontinent 1.75 24.6 2     Performance Details for First State Indian Subcontinent
Jupiter India Acc Not rated Not rated Buy Jupiter India Acc 1.5         Performance Details for Jupiter India Acc
Equity Japan
JPM Japan A Acc 2 stars Not rated Buy JPM Japan A Acc 1.5 -15.59 4 -12.32 4 Performance Details for JPM Japan A Acc
Jupiter Japan Income Acc Not rated Not rated Buy Jupiter Japan Income Acc 1.5 -5.03 1     Performance Details for Jupiter Japan Income Acc
Melchior Japan Advtg A Acc Not rated Not rated Buy Melchior Japan Advtg A Acc 2.15         Performance Details for Melchior Japan Advtg A Acc
Old Mutual Japanese Sel Acc 3 stars Not rated Buy Old Mutual Japanese Sel Acc 1.5 -10.36 2 8.49 3 Performance Details for Old Mutual Japanese Sel Acc
Schroder Japan Alpha Plus Acc 2 stars Not rated Buy Schroder Japan Alpha Plus Acc 1.5 -12.97 4 0.21 4 Performance Details for Schroder Japan Alpha Plus Acc
Schroder Tokyo Acc 4 stars Not rated Buy Schroder Tokyo Acc 1.5 -8.59 2 9.57 3 Performance Details for Schroder Tokyo Acc
SG Japan Core Alpha Ret Acc 5 stars Not rated Buy SG Japan Core Alpha Ret Acc 1.5 -1.49 1 43.24 1 Performance Details for SG Japan Core Alpha Ret Acc
Equity North America
Investec American A Acc Net £ 3 stars Not rated Buy Investec American A Acc Net £ 1.5 -11.9 4 23.11 2 Performance Details for Investec American A Acc Net £
JPM US A Acc 3 stars Not rated Buy JPM US A Acc 1.5 -9.8 4 23.45 2 Performance Details for JPM US A Acc
Legg Mason US Equity A 2 stars Not rated Buy Legg Mason US Equity A 1.5 -25.15 4 -7.87 4 Performance Details for Legg Mason US Equity A
Martin Currie North America A 5 stars Not rated Buy Martin Currie North America A 1.5 2.66 1 44.34 1 Performance Details for Martin Currie North America A
Equity Russia & CIS
Neptune Russia&G Russia A Acc 4 stars Not rated Buy Neptune Russia&G Russia A Acc 1.75 19.38 1 235.63 1 Performance Details for Neptune Russia&G Russia A Acc
Equity United Kingdom Income
F&C UK Growth & Income 1 Acc 3 stars Not rated Buy F&C UK Growth & Income 1 Acc 1.25 -14.24 3 42.12 1 Performance Details for F&C UK Growth & Income 1 Acc
Jupiter Income Trust 4 stars Not rated Buy Jupiter Income Trust 1.5 -13.65 3 37.15 1 Performance Details for Jupiter Income Trust
Liontrust First Income 3 stars Not rated Buy Liontrust First Income 2 -20.45 4 17.23 4 Performance Details for Liontrust First Income
PSigma Income Acc Not rated Not rated Buy PSigma Income Acc 1.5 -12.65 3     Performance Details for PSigma Income Acc
Rensburg UK Equity Income 3 stars Not rated Buy Rensburg UK Equity Income 1.5 -6.61 1 33.35 2 Performance Details for Rensburg UK Equity Income
Equity United Kingdom
Artemis Capital 4 stars Not rated Buy Artemis Capital 1.5 -14.78 4 38.29 2 Performance Details for Artemis Capital
Artemis UK Growth 2 stars Not rated Buy Artemis UK Growth 1.5 -16.41 4 16.39 4 Performance Details for Artemis UK Growth
Artemis UK Special Situations 4 stars Not rated Buy Artemis UK Special Situations 1.5 -11.13 4 37.01 3 Performance Details for Artemis UK Special Situations
Cazenove UK Dynamic B 2 stars Not rated Buy Cazenove UK Dynamic B 1.5 -17.92 4 21.09 4 Performance Details for Cazenove UK Dynamic B
Cazenove UK Gwth & Inc B Acc 3 stars Not rated Buy Cazenove UK Gwth & Inc B Acc 1.5 -8.14 3 33.3 3 Performance Details for Cazenove UK Gwth & Inc B Acc
GAM Star UK Dynamic Eq £ Acc 1 stars Not rated Buy GAM Star UK Dynamic Eq £ Acc 1.5 -15.8 4 17.75 4 Performance Details for GAM Star UK Dynamic Eq £ Acc
Gartmore UK Focus Rtl 3 stars Not rated Buy Gartmore UK Focus Rtl 2 -15.81 4 34.64 3 Performance Details for Gartmore UK Focus Rtl
Invesco UK Aggressive Acc 3 stars Not rated Buy Invesco UK Aggressive Acc 1.5 -18.82 4 36.42 3 Performance Details for Invesco UK Aggressive Acc
Jupiter UK Growth 5 stars Not rated Buy Jupiter UK Growth 1.5 -10.34 3 61.44 1 Performance Details for Jupiter UK Growth
Jupiter Undervalued Assets 2 stars Not rated Buy Jupiter Undervalued Assets 1.5 -13.5 4 28.8 4 Performance Details for Jupiter Undervalued Assets
Liontrust First Growth 4 stars Not rated Buy Liontrust First Growth 2 3.96 1 68.43 1 Performance Details for Liontrust First Growth
Melchior UK Opps £ A Not rated Not rated Buy Melchior UK Opps £ A 2.15 -23.56 4     Performance Details for Melchior UK Opps £ A
Norwich UK Special Situations 1 Not rated