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Hargreaves Lansdown Wealth 150+: how have the 27 funds fared recently?

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by James Poulter on Mar 11, 2014 at 09:00

The funds on Hargreaves' new discounted platform got the industry talking. We highlight how the funds have performed in the last three years, or for those with shorter records, since launch.  

Aberdeen Latin American Equity - Devan Kaloo

Standard AMC: 1%  Hargreaves Lansdown AMC: 0.6%

Artemis Income - Adrian Frost & Adrian Gosden

Standard AMC: 0.75%  Hargreaves Lansdown AMC: 0.66%

Artemis Strategic Assets - William Littlewood

Standard AMC: 0.75%  Hargreaves Lansdown AMC: 0.66%

Artemis Strategic Bond - James Foster & Alex Ralph

Standard AMC: 0.5%  Hargreaves Lansdown AMC: 0.41%

Axa Framlington Managed Balanced - Richard Peirson

Standard AMC: 0.625%  Hargreaves Lansdown AMC: 0.5%

Fidelity Moneybuilder Income - Ian Spreadbury

Standard AMC: 0.4%  Hargreaves Lansdown AMC: 0.3%

First State Asia Pacific Leaders - Angus Tulloch

Standard AMC: 0.85%  Hargreaves Lansdown AMC: 0.8%

GLG Japan CoreAlpha - Jeffrey Atherton, Stephen Harker & Neil Edwards

Standard AMC: 0.75%  Hargreaves Lansdown AMC: 0.65%

Invesco Perpetual Tactical Bond - Paul Causer - Paul Read

Standard AMC: 0.625%  Hargreaves Lansdown AMC: 0.45%

CF Lindsell Train UK Equity - Nick Train

Standard AMC: 0.65%  Hargreaves Lansdown AMC: 0.45%

Lindsell Train Global Equity - Michael Lindsell & Nick Train

Standard AMC: 0.65%  Hargreaves Lansdown AMC: 0.45%

M&G Recovery - Tom Dobell

Standard AMC: 0.75%  Hargreaves Lansdown AMC: 0.65%

Marlborough Multi Cap Income - Giles Hargreave & Siddarth Chand Lall

Standard AMC: 0.75%  Hargreaves Lansdown AMC: 0.6%

Marlborough UK Micro Cap Growth - Giles Hargreave & Guy Feld

Standard AMC: 0.75%  Hargreaves Lansdown AMC: 0.7%

Morgan Stanley Sterling Corporate Bond - Richard Ford & Leon Grenyer

Standard AMC: 0.4%  Hargreaves Lansdown AMC: 0.15%

Newton Asian Income - Jason Pidcock

Standard AMC: 0.75%  Hargreaves Lansdown AMC: 0.62%

Newton Emerging Income - Jason Pidcock

Standard AMC: 0.75%  Hargreaves Lansdown AMC: 0.55%

Newton Global Higher Income - James Harries

Standard AMC: 0.75%  Hargreaves Lansdown AMC: 0.62%

Newton Real Return - Iain Stewart

Standard AMC: 0.75%  Hargreaves Lansdown AMC: 0.62%

Old Mutual UK Alpha - Richard Buxton

Standard AMC: 0.75%  Hargreaves Lansdown AMC: 0.65%

Rathbone Income - Carl Stick

Standard AMC: 0.75%  Hargreaves Lansdown AMC: 0.49%

Royal London Sterling Extra Yield Bond - Eric Holt

Standard AMC: 0.75%  Hargreaves Lansdown AMC: 0.32%

Schroder Managed Balanced - Johanna Kyrklund & Remi Ajewole

Standard AMC: 0.5%  Hargreaves Lansdown AMC: 0.3%

Schroder Tokyo - Andrew Rose

Standard AMC: 0.75%  Hargreaves Lansdown AMC: 0.5%

Standard Life UK Smaller Companies - Harry Nimmo

Standard AMC: 0.85%  Hargreaves Lansdown AMC: 0.65%

Threadneedle European Select - David Dudding

Standard AMC: 0.75%  Hargreaves Lansdown AMC: 0.65%

Threadneedle UK Equity Income - Leigh Harrison & Richard Colwell

Standard AMC: 0.75%  Hargreaves Lansdown AMC: 0.65%

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