Funds

Every fund is different, and carries different risks. You should only invest in funds if you have the time and know-how to diversify your portfolio to help reduce risk.

Learn about investing in funds

Find out about Personal advice

Our latest fund shortlists

Our fund shortlists show you how to use the filters available in the Fund Finder, providing you with a starting place to narrow down your search. These shortlists can be used to help build or supplement your portfolio.

Important: These lists are not personal advice. If you’re not sure of the suitability of an investment for your needs, please contact us about our advice services. Investments will rise and fall in value, so you could get back less than you invest. Yields are variable and not a reliable guide to the income you’ll get in future.

Funds for income

We filter-down the full range of funds to those on the Wealth Shortlist, and with a historic yield of above 4%

View funds

Seeking retirement income

Pre-set filters to help you find a fund for your portfolio that pays a monthly income and has a historic yield of over 4%

View funds

Established trackers

We’ve set filters to show you the low-cost, large-scale funds that track the performance of the major markets

View funds

Wealth Shortlist

The Wealth Shortlist is a collection of funds we've researched and chosen for their long term potential

View Wealth Shortlist

Investment Trusts

We conduct detailed research of over 10% of Investment Trusts, across AIC sectors

VIEW INVESTMENT TRUSTS UNDER RESEARCH

More about investing

Learn about fund investing

Want to invest in funds but still have questions.

Learn More

Read the latest fund news & research

Stay up to date, and make informed decisions with regular fund research by our analysts.

Read the research

HL's ready-made fund portfolios

If choosing individual funds and building a portfolio isn’t for you, choose from our range of ready-made portfolios.

View portfolios

See HL's own range of funds

Explore the HL fund range, run by our sister company Hargreaves Lansdown Fund Managers.

Show me HL funds

Five funds to watch in 2020

Frequently asked questions

What is a fund?

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.
Which accounts can I invest in?
How do I buy a fund?

Once you have opened an account, it is straightforward and secure to place a deal. Please ensure you have read the fund's Key Investor Information Document or Key Features first which is available from the individual fund factsheets on the website.

1. Log in or call our experienced dealers

Log in to your secure online account or call our experienced dealers on 0117 980 9800.

2. Select the account in which you wish to deal

Select either the Fund & Share Account, Stocks & Shares ISA or SIPP.

3. Choose your investment and deal value

Find your fund online and enter the value you're looking to invest. Alternatively, provide your dealer with these details by telephone. When dealing online, you will also need to enter your trading password.

4. Confirm the deal

The details of the deal will be provided for you to check. Confirm you're happy with the fund name and value to be invested and the deal is done. We will send you a contract note either by post or you can download it online - whichever you prefer.
What is the difference between income and accumulation units?

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.
How are funds priced?

Funds are priced based on the value of their underlying holdings. Most funds will calculate and publish a price every working day. There is no continuous pricing of fund units throughout the trading day.

The vast majority of funds price each working day at noon. The pricing system means that when you place a deal it will be traded at the next available valuation point, typically noon the next working day. This means that you will not know the exact price that you will buy or sell at when you place the deal.

To check when your funds value please see the valuation point on the key features tab of the fund's factsheet.