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Multi-Manager funds

HL Multi-Manager Strategic Bond

Our solution for exposure to bonds

"Bond markets can be inefficient and a select group of fund managers can take advantage of the opportunities this presents. We seek these managers and blend them together in a single investment."

David Smith & Lee Gardhouse, Fund Managers

Why invest?

This is our solution for exposure to bonds. We combine our favourite bond fund managers in a single, diversified investment. We use a flexible approach to target a combination of capital growth and monthly income over the long term, but adopt a more defensive stance when we are cautious on the prospects for bond markets.

Currently, the portfolio combines a blend of funds from different areas of the market. Investment grade bond funds invest in higher quality bonds with lower risk of default but with lower yields. Higher risk bond funds generate more income, while strategic bond funds have greater flexibility in where they invest. Finally 'total return' funds offer the potential for some shelter in a tougher environment for bonds.

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

Income

Relative risk

Conservative

Invests in

98% Bonds

1% Cash

1% Equity


Yield

2.11%

Not a reliable indicator of future income.

Correct as at 31/07/2017


Charge

OCF/TER 1.27%

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


Price

Sell: 185.24 | Buy: 190.95

Correct as at 19/10/2017

Fund details

Performance

Performance since launch Income generated

Past performance is not a guide to future returns. Source: Lipper IM, 02/02/09 - 31/07/17

Income generated from a £10,000 investment at launch.

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 Strategic Bond 7.59% 5.58% 1.94% 4.60% 4.90%
IA £ Strategic Bond 6.44% 5.77% 3.00% 4.81% 4.60%

Source: Lipper IM, 31/07/17. Figures with income reinvested.

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

Fund breakdown

Correct as at 31/07/17

Holdings

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