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Master Portfolios

Build your own investment Portfolio

What are Master Portfolios?

  • Master Portfolios are designed to help you get started with building your own portfolio
  • There are five example portfolios depending on your aims and attitude to risk
  • The underlying funds are selected from our Wealth Shortlist, a list of funds chosen by our analysts for their long term performance potential
  • You can tailor each portfolio by changing the percentage invested in each fund according to your own preferences
  • Once you’ve built your portfolio you’ll need to regularly review it as we don’t, for example, rebalance back to the original fund weightings, or reinvest income for you

How do Master Portfolios work?

The portfolios are designed as a starting point, and whilst each fund is professionally managed, the overall responsibility for selecting and managing the portfolio rests with you. We will send you updates with our latest views on each of the component funds to help you with this.

The portfolios are not personal advice - if you're unsure whether an investment is right for you, contact us for financial advice. All investments fall as well as rise in value - you could get back less than you invest. For this reason we suggest investing for a minimum of five years.

Choose your portfolio style

I can speak to someone on the phone and everything is explained in a very helpful and easy to understand way.

MR HARLEY

Awards

BEST BUY PENSION 2021
Boring Money


BEST SIPP PROVIDER
UK Investor Magazine Awards 2021


BEST BUY DIGITAL PENSION 2021
Boring Money


See all of our awards

Help and support

If you have any questions about the HL SIPP, you can speak to one of our UK-based client support experts.

Call us on 0117 980 9926

Read our FAQs

Email us