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Hargreaves unveils Wealth 150+ super clean deals

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Hargreaves unveils Wealth 150+ super clean deals

Hargreaves Lansdown has unveiled the 27 super clean funds on its 150+ list.

Hargreaves has secured heavy discounts on the funds with the average annual management charge (AMC) for the list coming in at 0.54%.

The 150+ includes funds from star managers such as Angus Tulloch, Adrian Frost, Tom Dobell, Richard Buxton, Harry Nimmo, Leigh Harrison, Stephen Harker and Giles Hargreave.

There are some high profile names missing from the list, such as Invesco Perpetual's UK equity income funds run by Neil Woodford, who is leaving the firm to set up his own boutique.

The Wealth 150+ does not include tracker funds, which are on a separate list of 12, managed by BlackRock and Legal & General, with ongoing charges of between 0.09% and 0.25%.

Hargreaves Lansdown 150+ sits alongside the broker's traditional Wealth 150 list, which has an average AMC of 0.66%.

Hargreaves head of research Mark Dampier (pictured) said all the managers on the Wealth 150+ list had outperformed their benchmarks over the course of their careers.

'Our investment team devotes over 30,000 hours a year to researching fund managers to identify the best in the market. The core investment principles which underpin our research process ensure that only the best funds make it onto the Wealth 150 and Wealth 150+.,’ he said.

The 27 funds on 150+ and the annual charges on the Hargreaves platform are:

First State Asia Pacific Leaders: 0.8%

Marlborough UK Micro Cap Growth: 0.7%

Artemis Income: 0.66%

Artemis Strategic Assets: 0.66%

GLG Japan CoreAlpha: 0.65%

M&G Recovery: 0.65%

Old Mutual UK Alpha: 0.65%

Standard Life UK Smaller Companies: 0.65%

Threadneedle UK Equity Income: 0.65%

Threadneedle European Select: 0.65%

Newton Asian Income: 0.62%

Newton Global Higher Income: 0.62%

Newton Real Return: 0.62%

Aberdeen Latin American Equity: 0.6%                     

Marlborough Multi Cap Income: 0.6%

Newton Emerging Income: 0.55%

Axa Framlington Managed Balanced: 0.5%

Schroder Tokyo: 0.5%

Rathbone Income: 0.49%

CF Lindsell Train UK Equity: 0.45%

Lindsell Train Global Equity: 0.45%

Invesco Perpetual Tactical Bond: 0.45%

Artemis Strategic Bond: 0.41%

Royal London Sterling Extra Yield Bond:  0.32%

Fidelity Moneybuilder Income: 0.3%

Schroder Managed Balanced: 0.3%

Morgan Stanley Sterling Corporate Bond: 0.15%

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Tom Dobell
Tom Dobell
153/155 in Equity - UK (All Companies) (Performance over 3 years) Average Total Return: 24.50%
Richard Buxton
Richard Buxton
45/155 in Equity - UK (All Companies) (Performance over 3 years) Average Total Return: 58.77%
Harry Nimmo
Harry Nimmo
39/42 in Equity - UK Smaller Companies (Performance over 3 years) Average Total Return: 48.70%
Giles Hargreave
Giles Hargreave
17/42 in Equity - UK Smaller Companies (Performance over 3 years) Average Total Return: 71.87%
Adrian Frost
Adrian Frost
38/72 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 55.34%
Leigh Harrison
Leigh Harrison
16/72 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 67.24%
Stephen Harker
Stephen Harker
22/53 in Equity - Japan (Performance over 3 years) Average Total Return: 32.79%
Angus Tulloch
Angus Tulloch
16/61 in Equity - Asia Pacific Excluding Japan (Performance over 3 years) Average Total Return: 30.60%