Hargreaves Lansdown has released its new 68-strong Wealth Shortlist – a rebranded version of its Wealth 50 list – which has a renewed focus on passive and ESG funds, and now places greater emphasis on performance potential rather than savings for funds' ongoing charges.
The newly-rebalanced list, which was released this morning, currently includes eight Asia Pacific equity funds, six corporate and government bond funds, four EM and European funds respectively and eight global funds. It also has a separate category for responsible funds, of which there are three listed: Kames Ethical Equity, BNY Mellon Sustainable Real Return and Legal & General Future World ESG Developed Index. UK equity funds are separated into UK Growth (which includes Liontrust UK Growth, LF Majedie UK Equity and Unicorn Outstanding British Companies), UK Small & Mid-Sized Compan...
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