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HL revamp their marketing list

talexuser · 2020-07-01 14:48:47

Email from HL says the Wealth 50 is being revamped to the "Wealth Shortlist" which may in fact be more than 50! In the days of 150 recommendations I never understood how you could come up with 150 active funds that consistently outperformed, or at least paid for themselves compared to a cheap tracker, and even 50 seemed a…

Comments

Thrugelmir Posts: 89,546 Forumite

7 July 2020 at 4:07PM edited 7 July 2020 at 4:07PM

Malthusian said:

Morningstar's full holdings data isn't month-to-month (though Fundsmith's monthly factsheets do have the top 10 holdings), but that doesn't matter as HL don't actually re-analyse the Wealth 50 every month. For research purposes HL has more than enough data.

There's no %'s declared on the fact sheets. Just a list of the 10 biggest holdings.

PS. Never ever used HL. Just find the constant knocking laughable.

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