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This month's ISA investment ideas

The latest ideas from our experts, plus the most popular funds in August

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Latest ideas from our experts

Our team of research experts regularly highlight funds that we feel present promising investment opportunities for our clients. Below are those that we have focused on most recently.

HL Multi-Manager Income & Growth
HL Multi-Manager Income & Growth
HL Multi-Manager Income & Growth
Our favourite equity income funds in one simple investment. The fund is diversified, blending different, yet complementary styles to make it a superb core income investment.

Read review


Marlborough Multi Cap Income
Marlborough Multi Cap Income
Marlborough Multi Cap Income
Our favourite way to access income opportunities in medium-sized companies. Although many have been hit by Brexit fears, if the UK economy proves more resilient than expected, these companies could benefit.

Read review


Artemis Income
Artemis Income
Artemis Income
Adrian Frost has invested through multiple market cycles. His fund invests in businesses with robust sales and strong cash-flow, which should help them grow dividends over the long term.

Read review


These ideas are provided for your interest but are not a guide to how you should invest. Our service is designed for investors who prefer to make their own investment decisions. Please ensure you have read our ISA Key Features, Terms & Conditions and Important Investment Notes before investing. There is a tiered annual charge to hold funds in our ISA starting at just 0.45%, see our charges. If you are unsure of the suitability of an investment for your circumstances seek advice.

Most popular ISA funds in August

Below are the most popular ISA funds chosen by our ISA clients in August 2016. These are provided for your interest but are not a guide as to how you should invest. Investments should be chosen based on your own objectives and attitude to risk. Regular savings plan investments are not included. Funds are listed in alphabetical order. Source: HL (internal) - Fund movements in August 16.

Charges | Prices & yields | Annual percentage growth | Features and income

Fund NameNet initial chargeOngoing charge (OCF/TER)Ongoing savingNet ongoing chargeGo to
Fund NameCurrent priceEstimated yield
(variable and not guaranteed)
Go to
Sell (p)Buy (p)Change (p)
Fund NameDiscrete performanceGo to
Oct 11
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Oct 12
Oct 12
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Oct 13
Oct 13
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Oct 14
Oct 14
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Oct 15
Oct 15
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Oct 16
Fund NameFund sizeNumber of holdingsIncome frequencyPayment typeCorrect as atGo to
CF Lindsell Train UK Equity (Class D) Wealth 150+ 0.00% 0.75% 0.20% i 0.55% 132.81 132.81 -1.07 2.10% 20.59% 31.70% 8.53% 11.04% 21.71% £2887.5m 25 Bi-annually Dividend 30/09/2016
CF Woodford Equity Income Wealth 150+ 0.00% 0.75% 0.15% i 0.60% 129.34 129.34 -2.46 3.40% n/a n/a n/a 12.37% 13.88% £9422.6m 119 Quarterly Dividend 30/09/2016
Fundsmith Equity (Class I) 0.00% 0.97% 0.00% 0.97% 292.54 292.54 -1.93 1.07% 20.02% 21.29% 14.23% 14.48% 44.67% £5059.3m 27 Bi-annually Dividend 30/09/2016
HL Multi-Manager High Income 0.00% 1.33% 0.00% 1.33% 106.45 109.74 0.42 0.00% n/a n/a n/a n/a n/a £294.2m 14 Monthly Dividend 30/09/2016
HL Multi-Manager Income & Growth Trust 0.00% 1.32% 0.00% 1.32% 178.19 187.48 0.76 3.71% 15.14% 23.87% 8.86% 5.19% 10.68% £2879.6m 10 Monthly Dividend 30/09/2016
HL Multi-Manager Special Situations Trust 0.00% 1.48% 0.00% 1.48% 308.60 324.84 1.11 0.46% 10.52% 25.14% 5.62% 5.68% 18.77% £1201.4m 18 Bi-annually Dividend 30/09/2016
Jupiter Asian Income (Class I) Wealth 150+ 0.00% 0.98% 0.29% i 0.69% 124.98 125.50 -0.59 3.70% n/a n/a n/a n/a n/a £123.0m 41 Quarterly Dividend 30/09/2016
Lindsell Train Global Equity (Class D) Wealth 150+ 0.00% 0.77% 0.20% i 0.57% 161.34 161.34 -0.91 1.10% 14.37% 26.25% 11.83% 16.42% 34.99% £1853.9m 27 Bi-annually Dividend 30/09/2016
Marlborough Multi Cap Income (Class P) Wealth 150+ 0.00% 0.80% 0.15% i 0.65% 182.62 182.62 -1.58 4.57% 20.33% 35.67% 11.90% 14.23% 1.92% £1496.7m 130 Bi-annually Dividend 30/09/2016
Stewart Investors Asia Pacific Leaders (Class B) Wealth 150+ 0.00% 0.91% 0.05% i 0.86% 631.84 631.84 -1.31 1.21% 18.74% 5.97% 12.44% -0.35% 31.09% £9612.2m 45 Bi-annually Dividend 30/09/2016

Wealth 150 Wealth 150 Wealth 150+ Wealth 150+ Core tracker Core Tracker n/a - Full year data before date show is not available

Past performance is not a guide to future returns. All investments can go down as well as up in value, so you could get back less than you invest. Yields are variable and not guaranteed. Tax rules can change and the value of any tax shelter depends on individual circumstances. Hargreaves Lansdown Multi-Manager funds are managed by our sister company Hargreaves Lansdown Fund Managers.

Unsure where to invest?

Still not sure where to invest? Whether you're an experienced investor or just starting out we provide a range of portfolios to help you select the right investments to fit your financial goals, at the level of risk you are happy with. Select one of the options below to get started. If you are unsure of the suitability of your investment please seek advice.

Leave it to an expert

Leave it to an expert

Leave it to an expert

Simple and expertly managed, our ready-made portfolios take the hassle out of investing.

Simple and expertly managed, our ready-made portfolios take the hassle out of investing.

Whether investing for income or growth, you can choose from a range of portfolios depending on your aims and attitude to risk.

Whether investing for income or growth, you can choose from a range of portfolios depending on your aims and attitude to risk.

Help to get you started

Help to get you started

Help you get started

Master portfolios are designed to help you get started with investing. There are five example portfolios depending on your aims and attitude to risk.

Master portfolios are designed to help you get started with investing. There are five examples portfolios depending on your aims and attitude to risk.

While each fund is professionally managed, the overall responsibility for managing the holdings rests with you

While each fund is professionally managed, the overall responsibility for managing the holdings rests with you

More about our Stocks & Shares ISA

Frequently asked questions

  • The type of unit you hold determines how any income generated from the fund's underlying investments is treated.

    With income units, income is paid out to fund holders as cash. This could provide the investor with an income stream or the cash could be reinvested to buy additional units.

    With accumulation units income is retained within the fund and reinvested, increasing the price of the units. Generally, for investors who wish to reinvest income, accumulation units offer a more convenient and cost-effective way of doing so.


  • In the past most investors who held funds, such as unit trusts and OEICs, paid a single ongoing charge to the manager of their chosen funds. This charge often included an element of commission which the fund manager shared with brokers, such as Hargreaves Lansdown, to help pay for their service. We call these funds 'inclusive' funds.

    Recent FCA rule changes mean that when investors purchase a fund any commission must be rebated to the investor. As a result of the FCA's new rules, fund management groups have launched new versions of their funds with lower ongoing charges, which do not include any commission. We call these funds 'unbundled' funds.


  • You can buy funds online, over the telephone or by post. Please ensure you have read the fund's Key Investor Information Document (KIID) or Key Features first which is available from the individual fund factsheets on the website.

    Online: If you're registered for online access, simply log in and select the relevant account, such as Vantage ISA or SIPP and click the ‘Deal Now’ button. Search for your chosen fund investment and continue to the confirmation page.

    If you're not already registered but have a Master Password, you can register for online access by selecting the ‘Register’ tab at the top right of the screen.

    Telephone: Provided you have a Master Password, you can call our stockbrokers on 0117 980 9800 Monday - Friday: 8am - 9pm.

    Post: Download a dealing form from our Useful forms section and return it to: Hargreaves Lansdown, One College Square South, Anchor Road, Bristol, BS1 5HL.

    Hargreaves Lansdown do not charge a dealing commission to buy or sell funds.


  • A fund is an investment that pools together the money from many individuals. Fund managers then use it to invest in a wide range of shares and/or bonds. Each investor is issued units, which represent a portion of the holdings of the fund.


  • Funds are popular with investors because they offer access to a ready-made investment portfolio run by an expert in their field. You can normally invest from £100 as a lump sum or £25 per month, and get instant access to a diversified portfolio for a much lower cost than purchasing the individual investments yourself.