The Wealth Shortlist
The Wealth Shortlist is designed to help investors build well-balanced and diversified portfolios. We put funds under the microscope to make sure the list only contains the funds that our in-depth analysis indicates have the greatest performance potential.
We never take payment or commission for funds to appear on the Shortlist.
To use the Shortlist to build your portfolio, you should:
- Be comfortable deciding if a fund fits your investment goals and attitude to risk.
- Know how to choose and maintain a diverse mix of funds to reduce risk.
For investors who don't feel comfortable building and maintaining their own portfolio we offer ready-made solutions, which are aligned to broad investment objectives. For those who want extra help, you can also ask us for financial advice.
The Wealth Shortlist includes funds across a range of sectors, and risk levels that won’t be right for everyone – it isn’t personal advice. A change to the list isn’t a recommendation to buy or sell. You’ll need to consider your own goals, attitude to risk and wider portfolio before making any investment decisions. Funds can fall as well as rise in value and you could get back less than you invest
How funds make the list
We only choose funds that pass our strict selection criteria. We focus on key areas which help identify funds our analysis indicates have the greatest performance potential, including:
Manager
The individual or team behind a fund is its driving force. We look for experienced managers with plenty of research resource and support.
Culture
We dig behind the scenes to evaluate how fund managers and their teams operate. We’ll also look at their approach to Environmental, Social, and Governance (ESG) factors and management companies’ purpose, reward structure and leadership.
Process
A manager’s stock selection and style determine what they buy and when. We like managers who consistently apply their strict processes through different market conditions.
Performance
We look at each manager’s performance after charges, to find managers who are truly adding value for investors. We want at least five years of applicable data, ideally ten.