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Invest in Smith & Williamson funds

No initial dealing fees on a great range of Smith & Williamson funds. Find out more

Important information: 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. Our service is designed for people who want to make their own investment decisions without personalised advice. If you are unsure of the suitability of any investment for your circumstances, please seek advice. Tax rules can change and benefits depend on circumstances. Where the annual saving is paid as a loyalty bonus, it is paid tax-free in an ISA but may be subject to tax in a Fund & Share Account. Within a SIPP you can normally only access the money from age 55 (57 from 2028).

Hargreaves Lansdown – Award-winning fund dealing

Invest in a wide range of Smith & Williamson funds with Hargreaves Lansdown. You can open an account online in less than 5 minutes and pay no fees to buy and sell funds with a low cost income reinvestment service.

How to invest in Smith & Williamson funds

1Choose funds that match your investment goals

2 you want to invest in

3Open an account with as little as £25 a month or a lump sum of £100

Why invest with Hargreaves Lansdown

  • Free to buy and sell funds with a low cost reinvestment service
  • Exclusive expert analysis and research updates
  • We’re a financially secure FTSE 100 company
  • Market beating savings and low annual charge of just 0.45%, more on charges

Open an account and start investing in minutes

With HL, you can bring all your ISAs, pensions, SIPPs, funds and shares into one easy to manage place, putting you in control. To begin investing with us you will need to open an account. Choose from the following options in order to get started.

Stocks & Shares ISA

  • Tax free growth on your investments
  • Invest up to £20,000 this tax year
  • Access your money at any time

Open an ISA

More on ISAs

Fund & Share Account

  • Free to hold shares and low fund charges
  • Access your money at any time
  • Start investing from as little as £25 per month

Open an account

More on dealing accounts

Personal Pension(SIPP)

  • Up to 45% income tax relief
  • Access money from age 55: 25% tax free
  • Voted best SIPP provider 9 years running

Open a SIPP

More on pensions


Download your free guide to investing in funds

New to buying funds?

Whether you are a first-time investor, or a more experienced investor looking to find out more about investing in funds, this guide shows you how to choose funds, cut costs and build your own portfolio.

Download your free guide to investing in funds


Full list of Smith & Williamson funds

Net initial chargeAnnual chargeGo to
Ongoing charge (OCF/TER)Ongoing savingNet ongoing charge
Smith & Williamson Global Gold & Resources (B) (Inc) 0.00% 0.72% 0.00% 0.72% View factsheet for Smith & Williamson Global Gold & Resources (B) (Inc) Invest in Smith & Williamson Global Gold & Resources (B) (Inc)
Smith & Williamson North American Trust Class B (Inc) 0.00% 0.70% 0.00% 0.70% View factsheet for Smith & Williamson North American Trust Class B (Inc) Invest in Smith & Williamson North American Trust Class B (Inc)
Smith & Williamson UK Equity Growth Class B (Inc) 0.00% 0.73% 0.00% 0.73% View factsheet for Smith & Williamson UK Equity Growth Class B (Inc) Invest in Smith & Williamson UK Equity Growth Class B (Inc)
Smith & Williamson MM Endurance Balanced Class B (Inc) 0.00% 1.40% 0.00% 1.40% View factsheet for Smith & Williamson MM Endurance Balanced Class B (Inc) Invest in Smith & Williamson MM Endurance Balanced Class B (Inc)
Smith & Williamson Short-Dated Corp Bond (Class B) (Inc) 0.00% 0.66% 0.00% 0.66% View factsheet for Smith & Williamson Short-Dated Corp Bond (Class B) (Inc) Invest in Smith & Williamson Short-Dated Corp Bond (Class B) (Inc)
Smith & Williamson European Growth Trust Class B (Inc) 0.00% 0.75% 0.00% 0.75% View factsheet for Smith & Williamson European Growth Trust Class B (Inc) Invest in Smith & Williamson European Growth Trust Class B (Inc)
Smith & Williamson UK Equity Income Class B (Inc) 0.00% 0.70% 0.00% 0.70% View factsheet for Smith & Williamson UK Equity Income Class B (Inc) Invest in Smith & Williamson UK Equity Income Class B (Inc)
Smith & Williamson Far Eastern Income and Growth B (Inc) 0.00% 0.76% 0.00% 0.76% View factsheet for Smith & Williamson Far Eastern Income and Growth B (Inc) Invest in Smith & Williamson Far Eastern Income and Growth B (Inc)
Smith & Williamson Oriental Growth Class B (Acc) 0.00% 0.91% 0.00% 0.91% View factsheet for Smith & Williamson Oriental Growth Class B (Acc) Invest in Smith & Williamson Oriental Growth Class B (Acc)
Smith & Williamson Enterprise Class C (Inc) 0.00% 0.95% 0.00% 0.95% View factsheet for Smith & Williamson Enterprise Class C (Inc) Invest in Smith & Williamson Enterprise Class C (Inc)
Smith & Williamson Global Inflation Linked Bon (X) (Acc) 0.00% 0.32% 0.00% 0.32% View factsheet for Smith & Williamson Global Inflation Linked Bon (X) (Acc) Invest in Smith & Williamson Global Inflation Linked Bon (X) (Acc)
Smith & Williamson Medium Dated Corporate Bond (Inc) 0.00% 1.02% 0.00% 1.02% View factsheet for Smith & Williamson Medium Dated Corporate Bond (Inc) Invest in Smith & Williamson Medium Dated Corporate Bond (Inc)
Smith & Williamson Global Inflation Linked Bon (X) (Inc) 0.00% 0.32% 0.00% 0.32% View factsheet for Smith & Williamson Global Inflation Linked Bon (X) (Inc) Invest in Smith & Williamson Global Inflation Linked Bon (X) (Inc)
Smith & Williamson MM Global Investment Fund B (Inc) 0.00% 0.75% 0.00% 0.75% View factsheet for Smith & Williamson MM Global Investment Fund B (Inc) Invest in Smith & Williamson MM Global Investment Fund B (Inc)
Smith & Williamson Artificial Intelligence (Z) (Acc) 0.00% 0.62% 0.00% 0.62% View factsheet for Smith & Williamson Artificial Intelligence (Z) (Acc) Invest in Smith & Williamson Artificial Intelligence (Z) (Acc)
Key Wealth 150 Wealth 150 fund Wealth 150+ Wealth 150+ fund Core tracker Core tracker fund

Popular funds by fund group