Wealth Shortlist

Hargreaves drops BNY Mellon Real Return from Wealth Shortlist

Companies

Hargreaves drops BNY Mellon Real Return from Wealth Shortlist

Number of new faces joining the fund

clock 02 June 2025 • 2 min read
Hargreaves Lansdown removes Amati UK Listed Smaller Companies from Wealth Shortlist

Funds

Hargreaves Lansdown removes Amati UK Listed Smaller Companies from Wealth Shortlist

Wider business has suffered

clock 16 April 2025 • 1 min read
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 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
Ninety One Diversified Income added to Hargreaves Lansdown Wealth Shortlist

Funds

Ninety One Diversified Income added to Hargreaves Lansdown Wealth Shortlist

‘Long-term performance potential’

clock 11 September 2024 • 3 min read
Hargreaves Lansdown removes Jim Leaviss' fund from Wealth Shortlist following departure

Funds

Hargreaves Lansdown removes Jim Leaviss' fund from Wealth Shortlist following departure

M&G Global Macro Bond

clock 12 July 2024 • 2 min read
Schroder Income retains Wealth Shortlist spot despite manager Kevin Murphy's departure

People moves

Schroder Income retains Wealth Shortlist spot despite manager Kevin Murphy's departure

'Disappointed' to see Murphy leave

clock 05 June 2024 • 1 min read
Hargreaves Lansdown removes FSSA Japan Focus fund from Wealth Shortlist

UK

Hargreaves Lansdown removes FSSA Japan Focus fund from Wealth Shortlist

No longer 'commercially viable'

clock 03 June 2024 • 1 min read
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