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Grade Your Portfolio

RECOMMENDED FUND LISTS REVIEW 2021

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As identified in this report, a large number of the funds within the HL Wealth Shortlist, Fidelity Select 50, Interactive Investor Super 60 and Bestinvest Top Rated funds lists have a history of poor performance.

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65% OF FUNDS IN RECOMMENDED FUND LISTS CONSISTENTLY UNDERPERFORM

Included in this report:

  • Performance review of all funds in the 4 most popular recommended fund lists
  • The performance, sector ranking and rating of each fund these lists recommend.
  • Rating of all funds between 1 and 5 stars.

Risk Warning - this is not personal advice, if you are unsure of the suitability of an investment, seek advice. Past performance is not a reliable indicator of future performance.

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This analysis does not constitute financial advice, please contact our team should you require financial advice. Click Here to request contact by our Independent financial advice team.