HL selects TB Amati UK Smaller Companies as first addition to Wealth Shortlist

Wealth 50 rebranded in June

Hargreaves Lansdown has selected the TB Amati UK Smaller Companies fund as the first addition to its new Wealth Shortlist.

A rebrand of Hargreaves Lansdown's Wealth 50 list, the 68-strong Wealth Shortlist was revealed in June with a renewed focus on passive and ESG funds, and greater emphasis on performance potential rather than savings for funds' ongoing charges. Co-managed by Amati CEO Paul Jourdan, David Stevenson and Anna Macdonald, the £410m TB Amati UK Smaller Companies is a top-quartile performer in the IA UK Smaller Companies sector over three and five years. The fund has returned 0.9%, 22.3% and 86.2% over one, three and five years respectively, according to FE fundinfo, outperforming the sector's a...