HL Multi-Manager Balanced Managed
An introduction by Lee Gardhouse, fund manager
Within the HL Multi-Manager Balanced Managed Trust we are looking to build a broadly based portfolio harnessing the best investment talent from across the marketplace. The asset allocation is set to maximise exposure to areas we believe to be undervalued and minimise exposure to areas we believe are overvalued. Once the asset allocation is set we focus on who we believe are the best managers in each area with the aim of providing consistent long-term outperformance of both our peer group and our benchmarks. Please remember the value of investments can fall as well as rise, so you could get back less than you invest.
Our quantitative work looks to identify those managers who have been able to consistently provide outperformance through stock selection. We supplement this work with regular fund manager meetings. We are looking to invest with managers who are completely driven by their investment performance.
By focusing on who we believe are the best managers in each sector, we hope to provide consistent long-term outperformance of both our peer group, the Balanced Managed sector and our benchmark, the FTSE All Share Index.
Snapshot of the fund:
| Stock name | % Weight | |
|---|---|---|
| 1 | Findlay Park American Fund | 7.51% |
| 2 | Invesco Perpetual Income | 7.34% |
| 3 | Henderson European Special Situations Class I | 6.24% |
| 4 | GLG Japan CoreAlpha Professional | 6.13% |
| 5 | Majedie UK Equity Class A | 5.60% |
| 6 | Artemis Income | 5.23% |
| 7 | M&G Recovery Class A | 5.03% |
| 8 | Troy Trojan Class I | 4.48% |
| 9 | Odey Allegra International Class D | 4.09% |
| 10 | Artemis Strategic Assets | 4.04% |
This information is correct as at 01/01/2012
| Stock name | % Weight | |
|---|---|---|
| 1 | GlaxoSmithKline | 1.96% |
| 2 | Vodafone Group | 1.47% |
| 3 | BP | 1.37% |
| 4 | AstraZeneca | 1.15% |
| 5 | Royal Dutch Shell B | 1.12% |
| 6 | British American Tobacco | 0.84% |
| 7 | BG Group | 0.74% |
| 8 | HSBC Holdings PLC (UK Reg) | 0.71% |
| 9 | Unilever | 0.70% |
| 10 | Centrica | 0.70% |
This information is correct as at 01/01/2012
Holdings will change over time. Please read the key features of the fund before you invest, so you understand the risks and the charges.
Objectives of the fund
- 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.
- Specialist asset classes such as property, total return funds and overseas markets will be used where the manager feels it appropriate.
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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 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.
Have a question?
- Email us
- Call us on 0117 900 9000
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- 8am - 7pm
- Fri:
- 8am - 6pm
- Sat:
- 9:30am - 12:30pm