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.
Below are the most popular SIPP investment funds chosen by our Vantage SIPP clients in March 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.
|CF Woodford Equity Income|
|Fundsmith Equity (Class I)|
|HL Multi-Manager Balanced Managed Trust|
|HL Multi-Manager Income & Growth Trust|
|HL Multi-Manager Special Situations Trust|
|Fund Name||Net initial charge||Ongoing charge (OCF/TER)||Ongoing saving||Net ongoing charge||Go to|
|Fund Name||Current price||Estimated yield|
(variable and not guaranteed)
|Sell (p)||Buy (p)||Change (p)|
|Fund Name||Discrete performance||Go to|
|Fund Name||Fund size||Number of holdings||Income frequency||Payment type||Correct as at||Go to|
|CF Woodford Equity Income||0.00%||0.75%||0.15% i||0.60%||136.01||136.01||0.29||3.20%||n/a||n/a||n/a||-0.70%||13.49%||£9879.3m||129||Quarterly||Dividend||28/04/2017|
|Fundsmith Equity (Class I)||0.00%||0.97%||0.00%||0.97%||325.18||325.18||0.37||0.97%||25.91%||6.68%||32.08%||12.91%||32.45%||£8173.5m||28||Bi-annually||Dividend||28/04/2017|
|HL Multi-Manager Balanced Managed Trust||0.00%||1.46%||0.00%||1.46%||224.49||236.10||-0.30||1.13%||18.14%||6.79%||12.75%||-2.15%||20.01%||£1058.5m||25||Bi-annually||Dividend||28/04/2017|
|HL Multi-Manager Income & Growth Trust||0.00%||1.32%||0.00%||1.32%||190.64||200.61||0.05||3.92%||22.90%||14.17%||14.40%||-4.10%||15.83%||£3079.4m||10||Monthly||Dividend||28/04/2017|
|HL Multi-Manager Special Situations Trust||0.00%||1.49%||0.00%||1.49%||343.48||361.55||-0.65||0.59%||21.03%||9.27%||15.54%||-1.23%||25.58%||£1442.0m||20||Bi-annually||Dividend||28/04/2017|
|HL Select UK Income Shares||0.00%||0.60%||0.00%||0.60%||101.22||104.35||0.11||0.00%||n/a||n/a||n/a||n/a||n/a||£266.2m||26||Monthly||Dividend||28/04/2017|
|Jupiter India (Class X)||0.00%||1.06%||0.37% i||0.69%||145.97||146.70||-0.67||0.30%||n/a||n/a||n/a||n/a||n/a||£690.1m||87||Bi-annually||Dividend||28/04/2017|
|Legal & General US Index (Class C)||0.00%||0.10%||0.04% i||0.06%||453.90||453.90||-1.90||1.40%||n/a||n/a||28.04%||3.23%||31.92%||£3482.3m||619||Bi-annually||Dividend||28/04/2017|
|Lindsell Train Global Equity (Class D)||0.00%||0.75%||0.20% i||0.55%||173.15||173.15||0.74||1.10%||32.17%||5.41%||32.82%||5.11%||28.84%||£2316.7m||27||Bi-annually||Dividend||28/04/2017|
|Stewart Investors Asia Pacific Leaders (Class B)||0.00%||0.91%||0.05% i||0.86%||658.37||658.37||-3.78||0.93%||21.46%||-4.42%||31.02%||-4.92%||23.20%||£9709.9m||44||Bi-annually||Dividend||28/04/2017|
Wealth 150 Wealth 150+ 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 March 17.
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.
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.