New fund launches
Our research analysts regularly scour the market for new investment opportunities, some of which are included in our Wealth 150 list of preferred funds for new investment, whilst with others we simply negotiate the best terms for you to invest.
Please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. If you are unsure of the suitability of your investment please seek advice.
We can offer initial savings of up to 5.5% and annual loyalty bonuses of up to 0.5%. Here we display new and recent launches we can offer through the Vantage Service.
Invesco Perpetual Global Financial Capital
Invesco Perpetual will launch its Global Financial Capital fund on 25 January 2012. It will be managed by Paul Read and Paul Causer, Invesco Perpetual’s co-heads of fixed income, alongside Nick Mustoe, Invesco Perpetual’s Chief Investment Officer. Paul Read and Paul Causer have built successful track records managing Invesco Perpetual’s range of bond funds and we hold the duo in high regard. A number of their funds feature on the Wealth 150 list of our favourite funds in each sector.
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 5.00%
- Initial Saving
- 5.00%
- Annual Charge
- 1.250%
- Annual Saving
- 0.100%
- Platform fee
- £0
Please see the fund key features for more on charges and risks.
Standard Life Inv Global Smaller Companies
All businesses start the same way: with a product or idea, and someone with vision to bring it to life. A product and the people behind it are two of a business's most valuable assets. Get the right mix and the results can be spectacular. Smaller companies tend to be nimble and dynamic, often coming up with a product to fill a niche in the market. If successful, growth can be rapid, but some will inevitably struggle. What is happening in the wider economy is less important because conquering an untapped segment of the market means growth is sustainable. Technological advancements over the past 30 years, such as the internet, have enabled many smaller firms to level the playing field with established rivals. Take Rightmove, for example. Founded in 2000 it is now the UK's largest estate agency service with an 82% share of the online property search market. The company floated in 2006 at £4 a share and today shares change hands for over £11 each. Investing with the right fund manager is important as smaller companies are higher risk.
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 4.00%
- Initial Saving
- 4.00%
- Annual Charge
- 1.700%
- Annual Saving
- 0.100%
- Platform fee
- £0
Please see the fund key features for more on charges and risks.
Alliance Trust Global Thematic Opportunities
Alliance Trust has today (29 December 2011) launched its Global Thematic Opportunities Fund. It will be managed by Illario Di Bon and Juergen Lanzer, who joined Alliance Trust this year from Fidelity and Schroders respectively. Previously they worked together at UBS Global Asset Management. Illario Di Bon and Juergen Lanzer will use a 'thematic roadmap' to help select companies they believe have attractive long-term prospects, including those in higher risk emerging markets. Themes they will look at include demographics, the environment, innovation, and global realignment (i.e. the growth of emerging markets relative to indebted developed markets).
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 5.00%
- Initial Saving
- 5.00%
- Annual Charge
- 1.200%
- Annual Saving
- 0.000%
- Platform fee
- £0
Please see the fund key features for more on charges and risks.
Baring India
With a young population and growing middle class, many believe India's economy is set to experience strong growth over the long term. The Baring India Fund will launch on 07 December 2011. It will be managed by Ajay Argal who prior to joining Barings in September 2011 had 18 years' experience managing Indian equities. His approach will involve selecting 35 to 50 companies with an emphasis on finding those set to experience high growth which is not reflected in their share price. A concentrated portfolio means each holding can contribute significantly to performance, but it is higher risk.
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 5.00%
- Initial Saving
- 5.00%
- Annual Charge
- 1.500%
- Annual Saving
- 0.000%
- Platform fee
- £0
Please see the fund key features for more on charges and risks.
SWIP FTSE All Share Index (SWIP Foundation Growth)
The SWIP FTSE All Share Index (SWIP Foundation Growth) is one of the lowest cost tracker funds available to private investors. It is exclusive to Hargreaves Lansdown, has no initial charge and a total expense ratio of just 0.11% (0.07% annual management charge). The fund will aim to track the performance of the FTSE All Share Index.
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 0.00%
- Initial Saving
- 0.00%
- Annual Charge
- 0.070%
- Annual Saving
- 0.000%
- Platform fee
- £2 per month
Please see the fund key features for more on charges and risks.