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This month's SIPP investment ideas

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

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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.

FP CRUX European Special Situations
FP CRUX European Special Situations
FP CRUX European Special Situations
Richard Pease looks past economic concerns to find companies that can prosper through good times and bad.

Read review


Jupiter India
Jupiter India
Jupiter India
Kate Marshall explains why she feels India is the most promising of the emerging markets.

Read review


HL Select UK Shares
HL Select UK Shares
HL Select UK Shares
A new type of Hargreaves Lansdown fund. An expertly managed portfolio of shares, with a new level of investor information and insight.

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 the Vantage SIPP Key Features, Terms & Conditions and Important Investment Notes before investing. There is a tiered annual charge to hold funds in the Vantage Service of just 0.45%, see our charges. If you are unsure of the suitability of an investment for your circumstances seek advice. Before transferring a pension please ensure you will not lose any valuable guarantees or incur excessive exit penalties.

Most popular funds in January

Below are the most popular SIPP investment funds chosen by our Vantage SIPP clients in January 2017. These are provided for your interest but are not a guide as to how you should invest. Investments in your SIPP should be chosen based on your own objectives and attitude to risk. Regular savings plan investments are not included.

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
Feb 12
to
Feb 13
Feb 13
to
Feb 14
Feb 14
to
Feb 15
Feb 15
to
Feb 16
Feb 16
to
Feb 17
Fund NameFund sizeNumber of holdingsIncome frequencyPayment typeCorrect as atGo to
Artemis Income (Class I) Wealth 150+ 0.00% 0.79% 0.09% i 0.70% 412.90 419.96 -3.85 4.05% 17.90% 17.68% 7.78% -6.44% 19.27% £6466.6m 57 Bi-annually Dividend 24/02/2017
CF Woodford Equity Income Wealth 150+ 0.00% 0.75% 0.15% i 0.60% 130.38 130.38 -0.25 3.40% n/a n/a n/a 2.73% 11.26% £9335.1m 124 Quarterly Dividend 24/02/2017
Fundsmith Equity (Class I) 0.00% 0.97% 0.00% 0.97% 313.25 313.25 -0.64 0.97% 20.94% 10.62% 29.40% 14.35% 30.79% £5828.8m 27 Bi-annually Dividend 24/02/2017
HL Multi-Manager Income & Growth Trust 0.00% 1.32% 0.00% 1.32% 186.18 195.90 0.50 4.04% 15.82% 21.35% 9.10% -3.97% 17.36% £2925.7m 10 Monthly Dividend 24/02/2017
HL Multi-Manager Special Situations Trust 0.00% 1.49% 0.00% 1.49% 335.51 353.16 -0.16 0.49% 14.79% 11.83% 10.12% -0.94% 28.04% £1341.1m 20 Bi-annually Dividend 24/02/2017
HL Select UK Shares 0.00% 0.60% 0.00% 0.60% 111.13 114.56 -0.44 0.00% n/a n/a n/a n/a n/a £228.8m 28 Bi-annually Dividend 24/02/2017
Jupiter India (Class X) Wealth 150+ 0.00% 1.06% 0.37% i 0.69% 133.53 134.24 -0.43 0.40% n/a n/a n/a n/a n/a £632.8m 85 Bi-annually Dividend 24/02/2017
Legal & General US Index (Class C) Core tracker 0.00% 0.10% 0.04% i 0.06% 461.70 461.70 -1.60 1.50% n/a n/a 24.22% 0.00% 41.76% £3310.7m 618 Bi-annually Dividend 24/02/2017
Lindsell Train Global Equity (Class D) Wealth 150+ 0.00% 0.75% 0.20% i 0.55% 165.93 165.93 0.37 1.10% 22.83% 14.95% 20.64% 12.68% 26.21% £2096.0m 27 Bi-annually Dividend 24/02/2017
Newton Global Income (Class U) Wealth 150+ 0.00% 0.69% 0.14% i 0.55% 155.64 155.64 -0.64 2.85% n/a n/a n/a 11.18% 26.49% £5531.1m 50 Quarterly Dividend 24/02/2017

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

Funds are listed in alphabetical order. Source: HL (internal) - Fund movements in January 17.

View most popular funds by age group

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. Please remember, once in a pension, you can't normally access your money until at least age 55 (57 from 2028), up to 25% usually tax free and the rest taxed as income. Tax rules can change and the exact amount of relief available on contributions depends on your individual circumstances. Hargreaves Lansdown funds are managed by our sister company Hargreaves Lansdown Fund Managers.

Decided where you want to invest?

If you’ve researched your investment options and know where you'd like to invest then you're ready to set up your account and select your funds. Remember, you can always open your account with cash and choose your investments later. You can open an account online in minutes with a debit card payment. Or if you'd rather, you can download or request a form.

More about the Vantage SIPP

Still need a little more help?

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 the Vantage SIPP

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.

    FCA rule changes mean that when investors purchase a fund any commission must be rebated to the investor. As a result of these 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.


  • When you buy a fund between ex-dividend dates any income which has been generated, but not yet paid out, is included in the price you pay for each unit.

    Because of this, the first income payment you receive is made up of two separate parts. The first part is the income generated after you purchased the fund. The second part is the income which had been generated before you invested and included in the price you paid for each unit. As far as you are concerned this is not really income at all, it is a return of some of your initial investment, and your cost figure will be adjusted to reflect this return of capital. This is known as an 'equalisation' payment.


  • 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.