Hargreaves Lansdown Wealth Shortlist

Hargreaves adds Lazard Global Equity Franchise to Wealth Shortlist

Funds

Hargreaves adds Lazard Global Equity Franchise to Wealth Shortlist

Managers praised for experience

clock 17 January 2025 • 1 min read
Hargreaves removes Trojan Ethical Income from Wealth Shortlist following manager departure

Funds

Hargreaves removes Trojan Ethical Income from Wealth Shortlist following manager departure

Blake Hutchins takes over

clock 08 January 2025 • 1 min read
Hargreaves adds Artemis UK Smaller Companies to Wealth Shortlist

Funds

Hargreaves adds Artemis UK Smaller Companies to Wealth Shortlist

Co-managers also praised

clock 18 December 2024 • 1 min read
Hargreaves drops Ninety One UK Sustainable Equity fund from Wealth Shortlist as it seeks merger

Funds

Hargreaves drops Ninety One UK Sustainable Equity fund from Wealth Shortlist as it seeks merger

Receiver fund not on list

clock 09 December 2024 • 2 min read
Baillie Gifford Japanese fund added to Hargreaves Lansdown Wealth Shortlist

Funds

Baillie Gifford Japanese fund added to Hargreaves Lansdown Wealth Shortlist

Despite recent underperformance

clock 13 November 2024 • 2 min read
Square Mile downgrades Aviva Equity Income following manager departure

Funds

Square Mile downgrades Aviva Equity Income following manager departure

James Balfour exits

clock 06 November 2023 • 2 min read
Hargreaves Lansdown 'reduces conviction' on Fidelity Sustainable MoneyBuilder Income fund

Unit trusts/OEICs

Hargreaves Lansdown 'reduces conviction' on Fidelity Sustainable MoneyBuilder Income fund

Retained on Wealth Shortlist

clock 04 August 2023 • 1 min read
Duo of BNY Mellon real return funds retain HL Wealth Shortlist spot

Funds

Duo of BNY Mellon real return funds retain HL Wealth Shortlist spot

Consistent investment process

clock 09 May 2023 • 2 min read
Hargreaves Lansdown adds Polar Capital income fund to Wealth Shortlist

Funds

Hargreaves Lansdown adds Polar Capital income fund to Wealth Shortlist

European ex-UK Income strategy

clock 16 February 2023 • 2 min read
TM CRUX European Special Situations dropped from Hargreaves Lansdown Wealth Shortlist

Funds

TM CRUX European Special Situations dropped from Hargreaves Lansdown Wealth Shortlist

'Deviation’ from investment process

clock 08 September 2022 • 2 min read
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