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HL Multi-Manager Special Situations Trust Class A - Accumulation (GBP)

Sell:515.62p Buy:515.62p Change: 2.17p (0.42%)
Prices as at 19 June 2024
Sell:515.62p
Buy:515.62p
Change: 2.17p (0.42%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 19 June 2024
Sell:515.62p
Buy:515.62p
Change: 2.17p (0.42%)
Prices as at 19 June 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund is managed by our sister company, Hargreaves Lansdown Fund Managers Ltd. To avoid any conflicts of interest, we do not provide research for this fund. If you do wish to find out more about this fund, and others in the range, please visit our dedicated HL Fund Manager Fund pages.

Our view on the sector

It's natural for UK investors to focus on funds investing in their home market. But as the world has become more connected, so has the investment landscape. There are lots of funds investing across the globe, and these can be a great way to diversify an investment portfolio. Funds in the global sector can invest anywhere in the world. But they go about this in different ways. They vary in how much they can invest in certain types of companies, sectors, countries, or regions. Some focus on developed markets or large multinational corporations, while others invest more in higher-risk emerging markets or smaller companies. Some target companies with higher-growth expectations and others search for unloved companies with the potential to recover.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

19/06/19 to 19/06/20 19/06/20 to 19/06/21 19/06/21 to 19/06/22 19/06/22 to 19/06/23 19/06/23 to 19/06/24
Annual return -3.89% 24.82% -13.06% 11.30% 17.29%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: David J Smith
Manager start date: 31 October 2022
Manager located in: Bristol

David joined HLFM in February 2008 from Citywire, where he was a founder member of the award-winning editorial team, and later became head of investment analysis. David holds a BSc (Hons) from University College London and an MSc from Loughborough University. David also holds the Investment Management Certificate (IMC) and is a Chartered Alternative Investment Analyst (CAIA) charterholder.

manager photo
Manager Name: Ziad Gergi
Manager start date: 4 January 2022
Manager located in: Bristol

Ziad started his investment career with Barclays in 2005 as an equity portfolio manager and sector analyst in Paris. He moved to their London office in 2011 to join the multi-manager team covering various equity markets and managing the firm's mixed assets. Ziad holds Masters degrees in both Economics & Management, as well as being a CFA charterholder

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account