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Multi-Manager funds

HL Multi-Manager Balanced Managed

Diversification across shares, bonds and countries in one investment

"A bias towards shares aims to deliver strong long-term returns, while additional investments in bonds and other assets are designed to reduce volatility when compared with a pure equity fund."

David Smith & Roger Clark, Fund Managers

Why invest?

This fund takes a balanced approach. Exposure to global stock markets such as Europe, UK, US and higher risk emerging markets is combined with investments in other assets such as bonds.

Specifically, we aim to identify and blend together a selection of the best fund managers available. We invest between 40% and 85% of the fund in shares, and tend to invest towards the upper end of this range. While the core of this segment is focused on larger companies, we invest an allocation in higher risk smaller companies where we believe managers have the greatest stock picking edge.

The remainder comprises our favourite bond and multi-asset funds. This aims to provide some shelter during tougher times, while still harnessing the growth opportunities on offer across stock markets.

Important - The value of this fund and the income from it, can still fall so you could get back less than you invested, especially over the short term. If you are unsure of the suitability of any investment for your circumstances please contact us for advice. Once held in a SIPP money is not usually accessible until age 55 (rising to 57 in 2028). Relative risk ratings should not be used to compare these funds with other investments. Tax reliefs depend on individual circumstances.

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At a glance


Investment goal

Growth

Relative risk

Moderate / Adventurous

Invests in

72% Shares

15% Bonds

13% Total return


Yield

1.10%

Not a reliable indicator of future income.

Correct as at 31/07/2017


Charge

OCF/TER 1.44%

(plus up to 0.45% p.a. platform charge)


Price

Sell: 235.66 | Buy: 247.84

Correct as at 23/10/2017

Fund details

Performance since launch

Past performance is not a guide to future returns. Source: Lipper IM, 05/01/01 - 31/07/17

Annual performance

Fund name Jul 12 - Jul 13 Jul 13 - Jul 14 Jul 14 - Jul 15 Jul 15 - Jul 16 Jul 16 - Jul 17
HL Multi-Manager Balanced Managed 22.29% 4.63% 8.43% 7.36% 14.94%
IA Mixed Investment 40-85% Shares 17.01% 3.94% 6.99% 6.67% 11.73%

Source: Lipper IM, 31/07/2017

The HL Multi-Manager Funds are managed by our sister company Hargreaves Lansdown Fund Managers.

Fund breakdown

Correct as at 31/07/2017

Holdings

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