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Junior SIPP investment ideas

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

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Investment ideas from our experts

Our team of research experts have highlighted three funds they feel present promising investment opportunities for our clients.

CF Woodford Equity Income
CF Woodford Equity Income
CF Woodford Equity Income
Neil Woodford is a fund manager who needs no introduction. His CF Woodford Equity Income Fund offers an attractive combination of income and capital growth potential.

HL Multi-Manager Special Situations
HL Multi-Manager Special Situations
HL Multi-Manager Special Situations
The HL Multi-Manager Special Situations Trust's objective is to provide long-term capital growth. It aims to achieve this by investing principally with dynamic, driven fund managers.

Schroder Small Cap Discovery
Schroder Small Cap Discovery
Schroder Small Cap Discovery
The Schroder Small Cap Discovery Fund invests in higher-risk smaller companies in faster-growing developing economies - a potent combination for those seeking to grow their capital.

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. Once held in a pension, money is not usually accessible until age 55 (57 from 2028). 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.

Most popular Junior SIPP funds in August

Below are the most popular Junior SIPP funds chosen by our Vantage Junior SIPP 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 2016

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
Sep 11
Sep 12
Sep 12
Sep 13
Sep 13
Sep 14
Sep 14
Sep 15
Sep 15
Sep 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% 133.88 133.88 -0.06 2.10% 19.49% 31.70% 8.27% 13.07% 19.87% £2887.5m 25 Bi-annually Dividend 29/09/2016
CF Woodford Equity Income Wealth 150+ 0.00% 0.75% 0.15% i 0.60% 131.80 131.80 -1.00 3.40% n/a n/a n/a 14.77% 12.34% £9422.6m 119 Quarterly Dividend 29/09/2016
Franklin UK Mid Cap (S) Wealth 150+ 0.00% 0.82% 0.20% i 0.62% 102.44 102.44 0.96 1.90% 26.91% 31.48% 6.14% 16.53% 1.68% £932.7m 40 Bi-annually Dividend 28/09/2016
Fundsmith Equity (Class I) 0.00% 0.97% 0.00% 0.97% 294.47 294.47 0.14 1.07% 18.15% 21.29% 13.71% 17.19% 41.91% £5059.3m 27 Bi-annually Dividend 29/09/2016
HL Multi-Manager Income & Growth Trust 0.00% 1.32% 0.00% 1.32% 177.43 186.69 1.27 3.71% 16.36% 23.87% 9.53% 5.33% 9.07% £2879.6m 10 Monthly Dividend 29/09/2016
HL Multi-Manager Special Situations Trust 0.00% 1.48% 0.00% 1.48% 307.49 323.67 0.13 0.46% 11.99% 25.14% 6.21% 5.17% 18.64% £1201.4m 18 Bi-annually Dividend 29/09/2016
JPM Emerging Markets (Class B) Wealth 150+ 0.00% 1.18% 0.50% i 0.68% 250.10 250.10 0.60 1.41% 9.93% 2.48% 1.21% -14.44% 45.14% £1101.2m 83 Annually Dividend 29/09/2016
Lindsell Train Global Equity (Class D) Wealth 150+ 0.00% 0.77% 0.20% i 0.57% 162.25 162.25 0.12 1.10% 13.24% 26.25% 11.43% 19.48% 31.90% £1853.9m 27 Bi-annually Dividend 29/09/2016
Marlborough UK Micro-Cap Growth (Class P) Wealth 150+ 0.00% 0.80% 0.05% i 0.75% 544.83 551.73 1.15 0.82% 17.47% 33.64% 16.44% 10.98% 12.19% £627.4m 272 Annually Dividend 29/09/2016
Vanguard FTSE UK All Share Index 0.20% 0.08% 0.00% 0.08% 17417.94 17417.94 158.44 3.37% 15.06% 19.72% 5.61% -4.10% 17.58% £5028.5m 575 Annually Dividend 29/09/2016

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

Please remember, 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.

Still unsure where to invest?

Our research team have produced a Master Portfolio for Junior SIPP investment. This Master Portfolio is designed to provide ideas - it is not advice and potential investors should look carefully at the fund choices and see if they fit their own requirements.

View our master portfolios

More about the Vantage Junior 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.

    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.