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HL Multi-Manager Funds

Our multi-manager funds invest in a selection of what we believe are the best funds available. Each aims to provide broad exposure to an entire sector within a single, convenient investment. Lee Gardhouse
Chief Investment Officer
Important information - Remember, the value of investments and income can fall as well as rise, so you could get back less than you invest. The HL Multi-Manager funds are for investors who prefer to make their own investment decisions, without personal advice. The choice of underlying investments within the funds does not take your personal circumstances into consideration. The HL Multi-Manager funds are managed by our sister company Hargreaves Lansdown Fund Managers. Relative risk ratings should not be used to compare these funds with other investments. Past performance is not a guide to future returns.

Why choose Multi-Manager funds?

  • Funds chosen by our investment experts
  • A diversified investment to help spread the level of risk
  • Ongoing review and changes made when necessary
  • Changes made within the portfolio without incurring Capital Gains Tax (CGT)

Our HL Multi-Manager funds are a collection of what we believe are the best funds available, wrapped in a single tax-efficient investment. The structure enables us to deliver significant diversification, however, it does mean the funds have a higher charge.

High Income

A diversified portfolio aiming to generate a high monthly income.

Relative risk: Moderate
Investment goal: Income
Invests in: UK shares
Corporate bonds
Overseas shares

In a world of ultra-low interest rates, generating an attractive income from savings and investments is a challenge. You must hold a range of assets to avoid over-reliance on too few investments. You need enough higher risk high-yield investments to generate a decent income now, but also investments with the potential to offer future income growth. Finally, you must constantly review your portfolio, as the right mix of investments today won’t necessarily be right in the future.

With this fund, we aim to provide a solution. By blending different types of funds and moving between different areas of the market when more attractive opportunities emerge, we aim to deliver a high monthly income to clients. We also aim to grow this income payment over time and therefore may invest in higher risk smaller companies we believe offer great potential for long term capital growth.

Please read the Key Features of the fund before investing to ensure you understand the risks and the charges.

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Choose HL Multi-Manager High Income

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HL Multi-Manager

UK Growth

Our favourite UK funds in a single investment.

Relative risk: Moderate / Adventurous
Investment goal: Growth
Invests in: UK shares

The HL Multi-Manager UK Growth Fund aims to offer a one-stop shop of our favourite UK funds.

UK funds attract huge investment each year. This popularity means that fund management companies put significant resource behind these funds. As a result this sector attracts some of the best investment talent in the UK.

The HL Multi-Manager UK Growth Fund seeks to combine the best managers from across the UK All Companies, UK Equity Income and UK Smaller Companies sectors. Remember the value of all investments can fall as well as rise, so you could get back less than you invest.

Please read the Key Features of the fund before investing to ensure you understand the risks and the charges.

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Choose HL Multi-Manager UK Growth

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HL Multi-Manager

Income & Growth

A 'one-stop shop' of our favourite managers in the UK Equity Income sector.

Relative risk: Moderate
Investment goal: Income / Growth
Invests in: UK shares

The HL Multi-Manager Income & Growth Trust aims to harness the talents of outstanding equity income fund managers in one convenient portfolio with a view to achieving a good level of income and the potential for both income and capital to grow over time. However, please remember the value of all investments and income can fall as well as rise, so you could get back less than you invest. Income is variable and not guaranteed.

Individual funds are chosen by the most stringent research criteria to provide a blend of styles and balance to help spread risk and increase opportunities.

The fund invests primarily in UK equity income funds, however specialist asset classes such as property, total return funds and overseas markets will be used where appropriate.

Please read the Key Features of the fund before investing to ensure you understand the risks and the charges.

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HL Multi-Manager

Special Situations

A global unconstrained best ideas fund focused on delivering capital growth.

Relative risk: Adventurous
Investment goal: Growth
Invests in: Overseas shares
UK shares

The HL Multi-Manager Special Situations Trust's objective is to provide long-term capital growth. It aims to achieve this by investing principally with dynamic, driven fund managers often found working within smaller 'boutique' investment houses.

We focus on selecting exceptional fund managers rather than targeting a specific geographical or sectoral breakdown. Remember the value of all investments can fall as well as rise, so you could get back less than you invest.

Specialist asset classes such as property, total return funds and overseas markets will be used where the manager feels it appropriate.

Please read the Key Features of the fund before investing to ensure you understand the risks and the charges.

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HL Multi-Manager

European

Our favourite European funds in a single investment.

Relative risk: Moderate / Adventurous
Investment goal: Growth
Invests in: Overseas shares

The HL Multi-Manager European Fund aims to offer a one-stop shop of our favourite European funds.

Europe is a disparate area, and the sheer scale and variety of opportunities on offer mean it can be difficult to navigate. Choosing just one fund for exposure to Europe from the many on offer might not provide sufficient diversification.

Our HL Multi-Manager European Fund could provide a solution. Our meticulous research has highlighted a number of outstanding stock pickers investing in Europe, and this fund offers exposure to a selection of the best to create a balanced, diversified portfolio. Remember the value of all investments can fall as well as rise, so you could get back less than you invest.

Please read the Key Features of the fund before investing to ensure you understand the risks and the charges.

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Choose HL Multi-Manager European

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HL Multi-Manager

Strategic Assets

A blend of equity and bond funds aiming to generate smooth returns over the long term.

Relative risk: Conservative
Investment goal: Growth
Invests in: UK shares
Corporate bonds
Overseas shares

The stock market is an excellent home for long-term savings, but being at the mercy of the market’s unpredictable peaks and troughs can be uncomfortable. Rather than miss out on stock market growth entirely, it is possible to strike a balance between capturing some of this growth and not taking uncomfortable risks – between worrying about losing money and worrying about missing opportunity.

This is what we aim to do on your behalf. By controlling exposure to shares and investing in a range of other assets, including government bonds and higher-risk high yielding bonds, the fund will give up some growth when stock markets are rising in order to help shelter clients’ money when markets are falling. Investing in this way, we aim to limit those uncomfortable moments and still offer the potential for long-term capital growth. However, like all investments the fund will still rise and fall in value, so you could get back less than you invest.

Please read the Key Features of the fund before investing to ensure you understand the risks and the charges.

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Choose HL Multi-Manager Strategic Assets

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HL Multi-Manager

Asia & Emerging Markets

Invests in a selection of our favourite Asia and emerging market funds.

Relative risk: Adventurous
Investment goal: Growth
Invests in: Overseas shares

The HL Multi-Manager Asia & Emerging Markets Fund invests in a selection of our favourite Asia and emerging market funds aiming to provide long-term growth.

Together, Asian and emerging markets form a true economic powerhouse. Home to 85% of the world’s population, emerging countries have undergone rapid economic growth and industrialisation in recent decades. When investing in an area as higher risk and diverse as the emerging and Asia Pacific nations, we believe a multi-manager approach could excel.

Our HL Multi-Manager Asia & Emerging Markets Fund provides exposure to a multitude of countries and companies. It is managed by our experienced research team; choosing and monitoring what they believe to be the best funds in the region. Remember the value of all investments can fall as well as rise, so you could get back less than you invest.

Please read the Key Features of the fund before investing to ensure you understand the risks and the charges.

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Choose HL Multi-Manager Asia & Emerging Markets

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HL Multi-Manager

Balanced Managed

A core portfolio aiming to provide long-term growth from equities and fixed interest markets.

Relative risk: Moderate
Investment goal: Growth
Invests in: UK shares
Overseas shares
Corporate bonds

This fund offers a balanced, diversified portfolio of unit trusts and OEICs, investing across a broad range of investment styles and a number of geographical areas.

Its objective is to produce long-term capital growth, and to achieve this the majority of the fund is invested in equity funds with the remaining part invested in fixed interest funds. Remember the value of all investments can fall as well as rise, so you could get back less than you invest.

Specialist asset classes such as property, total return funds and overseas markets will be used where the manager feels it appropriate.

Please read the Key Features of the fund before investing to ensure you understand the risks and the charges.

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Choose HL Multi-Manager Balanced Managed

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HL Multi-Manager

Equity & Bond

Aiming to deliver income and capital growth from a blend of equity and fixed interest funds.

Relative risk: Moderate / Conservative
Investment goal: Income / Growth
Invests in: UK shares
Corporate bonds
Overseas shares

The HL Multi-Manager Equity & Bond Trust aims to provide income and capital growth by investing predominantly in equity income and corporate bond funds.

Volatility should be reduced through the trust's selective allocation to equities and the inclusion of fixed interest and total return funds. Remember the value of all investments can fall as well as rise, so you could get back less than you invest.

Specialist asset classes such as property, total return funds and overseas markets will be used where the manager feels it appropriate.

Please read the Key Features of the fund before investing to ensure you understand the risks and the charges.

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Choose HL Multi-Manager Equity & Bond

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HL Multi-Manager

Strategic Bond

Our top fund picks from across the fixed income marketplace.

Relative risk: Conservative
Investment goal: Income
Invests in: Corporate bonds

The HL Multi-Manager Strategic Bond Trust's objective is to maximise total returns, but principally from income.

The fund will invest principally in collective investment schemes whose underlying investments consist of corporate and government bonds. Remember the value of all investments can fall as well as rise, so you could get back less than you invest.

Please read the Key Features of the fund before investing to ensure you understand the risks and the charges.

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Multi-Manager funds

HL Multi-Manager funds

Professionally managed, diversified investments to meet a range of
objectives
View the funds
Important information - Remember, the value of investments and income can fall as well as rise, so you could get back less than you invest. The HL Multi-Manager funds are for investors who prefer to make their own investment decisions, without personal advice. The choice of underlying investments within the funds does not take your personal circumstances into consideration. The HL Multi-Manager funds are managed by our sister company Hargreaves Lansdown Fund Managers. Past performance is not a guide to future returns.

Why HL Multi-Manager funds?

Each of our Multi-Manager funds is a collection of what we believe are the best funds available to achieve a particular objective, in a single, convenient investment managed by our experienced team.

When choosing funds, we look for exceptional fund managers. We like experienced managers that we can trust, so we focus on their track history and ability to achieve the best long-term returns possible.

Because we take care of the day-to-day work of researching and managing HL Multi-Manager funds for you, we charge a higher rate than for standard funds. The Vantage platform charge of up to 0.45% p.a. also applies. See our fund charges

Lee Gardhouse, Investment Director, explains the benefits of a multi-manager approach
Lee Gardhouse, Chief Investment Officer, explains how we choose our Multi-Manager investments.

Our HL Multi-Manager range

View Features and charges Prices & Yields Cumulative performance Discrete performance

Yields are variable and not a reliable indicator of future income. .

Past performance is not a guide to future returns. Source: FE, prices as at previous working day.

Income & Growth

Fund name Sector Fund size (£) Level of risk Ongoing charge Actions
Fund name Buy (p) Sell (p) Yield Payment frequency Actions
Fund name 3 months 6 months 1 year 3 year 5 year Actions
Fund name Actions

Income & Growth

Our favourite funds in one of our favourite sectors
UK Equity Income Moderate / Adventurous

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Equity & Bond

A mix of assets aiming to return monthly income and growth over time
Mixed Investment 20-60% Shares Moderate

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Growth

Fund name Sector Fund size (£) Level of risk Ongoing charge Actions
Fund name Buy (p) Sell (p) Yield Payment frequency Actions
Fund name 3 months 6 months 1 year 3 year 5 year Actions
Fund name Actions

UK Growth

Stock market exposure through the most talented fund managers in the UK
UK All Companies Adventurous

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Special Situations

Our favourite funds from across the world focused on delivering capital growth
Global Adventurous

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European

Managing a continent full of opportunities
Europe Excluding UK Adventurous

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Strategic Assets

A blend of equity and bond funds aiming to generate smooth returns over the long term
Flexible Investment Conservative

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Asia & Emerging Markets

Access some of the world's fastest growing nations
Specialist Adventurous

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Balanced Managed

Diversification across shares, bonds and countries in one investment
Mixed Investment 40-85% Shares Moderate / Adventurous

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Income

Fund name Sector Fund size (£) Level of risk Ongoing charge Actions
Fund name Buy (p) Sell (p) Yield Payment frequency Actions
Fund name 3 months 6 months 1 year 3 year 5 year Actions
Fund name Actions

High Income

An investment aiming to provide a high monthly income
Flexible Investment Moderate

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Strategic Bond

Our solution for exposure to bonds
GBP Strategic Bond Conservative

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