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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
Investment Director
Important information - Remember, the value of investments 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.

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)

HL Multi-Manager NEW FUND

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

The HL Multi-Manager High Income Fund will seek to deliver a sustainable, high income. Dividends generated by the fund will be paid on a monthly basis (dividends are variable and not guaranteed).

To help achieve this objective, the managers will look across the entire investment spectrum to identify areas they feel offer the most attractive yields.

The fund will invest in a mix of shares and bonds, with the aim of offering the best of both asset worlds in a single portfolio. It offers the benefits of potential capital and income growth from a selection of the best equity income funds available plus seeking long-term income and lower volatility from a selection of our favourite bond fund managers.

By blending different types of funds, constantly reviewing the portfolio, and moving between different areas of the market when more attractive opportunities emerge, we aim to deliver an impressive high income, which has the potential to grow over the long-term. Although the value of investments can rise and fall, 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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Senior Fund Manager, Ellen Powley, and Chief Investment Officer, Lee Gardhouse, discuss the benefits of the HL Multi-Manager High Income Fund

Fund breakdown

Data correct as at 29/04/2016

View top 10 holdings

View the full factsheet

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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Investment Director, Lee Gardhouse, discusses the benefits of the HL Multi-Manager UK Growth Fund

Fund breakdown

Data correct as at 29/04/2016

View top 10 holdings

View the full factsheet

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 can fall as well as rise, so you could get back less than you invest.

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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Investment Director, Lee Gardhouse, discusses the benefits of the HL Multi-Manager Income & Growth Trust

Fund breakdown

Data correct as at 29/04/2016

View top 10 holdings

View the full factsheet

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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Investment Director, Lee Gardhouse, discusses the benefits of the HL Multi-Manager Special Situations Trust

Fund breakdown

Data correct as at 29/04/2016

View top 10 holdings

View the full factsheet

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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Roger Clark, HL Fund Manager, discusses the benefits of the HL Multi-Manager European Fund

Fund breakdown

Data correct as at 29/04/2016

View top 10 holdings

View the full factsheet

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 HL Multi-Manager Strategic Assets Fund aims to grow investors’ capital over the long term. The portfolio aims to benefit from rising stock markets but provide some shelter in market downturns.

To achieve attractive returns over the long term, but with less volatility than investing only in shares, the fund will be diversified across shares, bonds and cash. Remember the value of all investments can fall as well as rise, so you could get back less than you invest.

The HL Multi-Manager Strategic Assets Fund could provide a solution for investors seeking long-term capital growth but with fewer ups and downs than the stock market.

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

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Fund Manager, Roger Clark, and Chief Investment Officer, Lee Gardhouse, discuss the benefits of the HL Multi-Manager Strategic Assets Fund

Fund breakdown

Data correct as at 29/04/2016

View top 10 holdings

View the full factsheet

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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Fund Manager, Roger Clark, discusses the benefits of the HL Multi-Manager Asia & Emerging Markets Fund

Fund breakdown

Data correct as at 29/04/2016

View top 10 holdings

View the full factsheet

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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Investment Director, Lee Gardhouse, discusses the benefits of the HL Multi-Manager Balanced Managed Trust

Fund breakdown

Data correct as at 29/04/2016

View top 10 holdings

View the full factsheet

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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Investment Director, Lee Gardhouse, discusses the benefits of the HL Multi-Manager Equity & Bond Trust

Fund breakdown

Data correct as at 29/04/2016

View top 10 holdings

View the full factsheet

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.

Invest in this fund

Choose HL Multi-Manager Strategic Bond

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Invest now

Investment Director, Lee Gardhouse, discusses the benefits of the HL Multi-Manager Strategic Bond Trust

Fund breakdown

Data correct as at 29/04/2016

View top 10 holdings

View the full factsheet

Important: Investments can go down in value as well as up, so you might get back less than you invest. The value of tax savings will depend on your circumstances and tax rules can change over time. If you are unsure of the suitability of any investment for your circumstances please contact us for financial advice.

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