HL Multi-Manager Income & Growth
An introduction by Lee Gardhouse, fund manager
Within the UK Equity Income sector we are lucky enough to be choosing from some of the most talented fund managers in the UK. These managers have, in many cases, been sorting through the UK's best known companies for decades in an effort to create formidable portfolios. UK Equity Income funds have the potential to provide both income and a growth in capital, although please remember the value of investments can fall as well as rise, so you could get back less than you invest.
Whilst number crunching is vital to our investment process, meeting fund managers to discuss their approach is an equally important part of our selection process. We look to invest with managers who are completely driven by their investment performance, only by seeing them regularly can we build a rapport that will allow us to sense their commitment, and notice if this ever starts to wane.
Snapshot of the fund:
| Stock name | % Weight | |
|---|---|---|
| 1 | Artemis Income | 20.07% |
| 2 | Threadneedle UK Equity Alpha Income | 12.23% |
| 3 | J O Hambro CM UK Equity Income | 11.88% |
| 4 | Invesco Perpetual Income | 10.99% |
| 5 | Invesco Perpetual High Income | 10.99% |
| 6 | PSigma Income | 9.96% |
| 7 | CF Walker Crips Equity Income | 7.31% |
| 8 | Marlborough Multi Cap Income Class A | 4.90% |
| 9 | Jupiter Income | 3.06% |
| 10 | GLG Japan CoreAlpha Professional | 2.57% |
This information is correct as at 01/01/2012
| Stock name | % Weight | |
|---|---|---|
| 1 | GlaxoSmithKline | 5.82% |
| 2 | Vodafone Group | 4.24% |
| 3 | Royal Dutch Shell B | 4.13% |
| 4 | AstraZeneca | 4.02% |
| 5 | British American Tobacco | 3.21% |
| 6 | BP | 2.79% |
| 7 | BT Group | 2.70% |
| 8 | BG Group | 2.68% |
| 9 | Imperial Tobacco Group | 2.58% |
| 10 | Centrica | 2.48% |
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
- 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.
- 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.
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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
- Mon - Thu:
- 8am - 7pm
- Fri:
- 8am - 6pm
- Sat:
- 9:30am - 12:30pm