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SIPP

This month's SIPP investment ideas

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

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

A one-stop shop of our favourite income funds, rolled into one simple investment. Our expert team fuse fund management styles to form a diversified portfolio.

Read review

FP CRUX European Special Situations

European companies are making more money – we trust Richard Pease to choose the best for investors.

Read review

Jupiter India

We think Avinash Vazirani has the skill and experience to make the most of the exciting growth opportunities in the high risk India market.

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. If you are unsure of the suitability of an investment for your circumstances seek advice. All investments can go down as well as up in value, so you could get back less than you invest. Hargreaves Lansdown funds are managed by our sister company Hargreaves Lansdown Fund Managers.

Most popular funds in November

Below are the most popular SIPP investment funds chosen by our Vantage SIPP clients in November 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
Dec 12
to
Dec 13
Dec 13
to
Dec 14
Dec 14
to
Dec 15
Dec 15
to
Dec 16
Dec 16
to
Dec 17
Fund NameFund sizeNumber of holdingsIncome frequencyPayment typeCorrect as atGo to
Baillie Gifford Greater China (Class B) 0.00% 0.82% 0.00% 0.82% 473.00 473.00 6.20 0.74% 13.51% 12.26% 3.36% 27.14% 44.03% £68.2m 54 Annually Dividend 08/12/2017
CF Lindsell Train UK Equity (Class D) Wealth 150+ 0.00% 0.72% 0.20% i 0.52% 156.42 156.42 -1.44 2.00% 29.61% 13.94% 9.55% 8.99% 22.16% £4521.7m 26 Bi-annually Dividend 08/12/2017
FP CRUX European Special Situations (Class I) Wealth 150+ 0.00% 0.87% 0.14% i 0.73% 281.89 281.89 -2.58 1.29% 22.74% 6.28% 10.63% 18.51% 23.29% £1967.2m 63 Bi-annually Dividend 08/12/2017
Fundsmith Equity (Class I) 0.00% 0.97% 0.00% 0.97% 359.53 359.53 -3.88 0.97% 21.33% 25.79% 13.51% 24.02% 26.96% £9828.9m 29 Bi-annually Dividend 08/12/2017
HL Multi-Manager Income & Growth Trust 0.00% 1.31% 0.00% 1.31% 193.83 203.98 0.41 3.90% 23.64% 10.49% 5.84% 5.85% 9.84% £3197.4m 10 Monthly Dividend 08/12/2017
HL Multi-Manager Special Situations Trust 0.00% 1.50% 0.00% 1.50% 364.26 383.43 -0.31 0.63% 21.99% 8.60% 7.04% 14.31% 17.42% £1687.8m 21 Bi-annually Dividend 08/12/2017
Jupiter India (Class X) Wealth 150+ 0.00% 1.07% 0.38% i 0.69% 146.36 147.02 0.65 0.80% n/a n/a n/a n/a 20.11% £1086.6m 96 Annually Dividend 08/12/2017
Lindsell Train Global Equity (Class D) Wealth 150+ 0.00% 0.75% 0.20% i 0.55% 198.90 198.90 -2.95 1.40% 25.09% 16.23% 16.91% 21.83% 29.09% £3381.7m 28 Bi-annually Dividend 08/12/2017
Marlborough UK Micro-Cap Growth (Class P) Wealth 150+ 0.00% 0.80% 0.05% i 0.75% 733.17 742.45 20.49 0.70% 40.68% 0.66% 18.52% 12.12% 33.39% £1082.5m 280 Annually Dividend 08/12/2017
Standard Life Inv Global Smaller Companies (S) Wealth 150 0.00% 1.06% 0.27% i 0.79% 95.21 95.21 -0.57 0.22% n/a -1.12% 13.17% 22.34% 28.05% £718.3m 54 Annually Dividend 06/12/2017

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 November 17.

View most popular funds by age group

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

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 me choose

Help to get you started

Help to get you 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

Build your own investment portfolio

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.


  • 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.


  • 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, often 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 does 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.