Which funds didn't make HL's new Wealth 50?

Replaces Wealth 150

Beth Brearley
clock • 2 min read

As Hargreaves Lansdown launches the Wealth 50 - a more focused service to replace the Wealth 150 - which funds did not make the cut?

The Wealth 150, which launched in 2003 as a grouping of the funds Hargreaves Lansdown deemed to be the best in each of the main sectors - has been ditched in favour of the streamlined Wealth 50, which launched today (9 January). The new service launches with 60 funds on its list, instead of the 85 funds in the Wealth 150, "to make it even easier for clients to find what they're looking for". Terry Smith in row with HL over exclusion from Wealth 50 - report Hargreaves Lansdown explained in the prospectus: "The Wealth 50 is built using the same comprehensive research as the Wealth 15...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

'It's the details that matter': Why UK smaller companies demand a closer look

'It's the details that matter': Why UK smaller companies demand a closer look

'It is like a finger pointing away to the Moon'

Eustace Santa Barbara
clock 03 October 2025 • 4 min read
Robo-advisers 'relegated to the history books' as JP Morgan drops Nutmeg brand

Robo-advisers 'relegated to the history books' as JP Morgan drops Nutmeg brand

To launch JP Morgan Personal Investing

Jen Frost
clock 01 October 2025 • 2 min read
Eight funds fail 2025 value assessment at St James's Place

Eight funds fail 2025 value assessment at St James's Place

In total 18 funds were red-flagged for underperformance

Cristian Angeloni
clock 29 September 2025 • 2 min read