The Wealth Shortlist
Funds selected by our analysts
The Wealth Shortlist is designed to help investors build well-balanced and diversified portfolios. If you're unsure investing is right for you, read more about whether you should save or invest.
We put funds under the microscope to make sure the list only contains the funds that our in-depth analysis indicates have the greatest performance potential. We never take payment or commission for funds to appear on the Shortlist.
To use the Shortlist to build your portfolio, you should:
Be comfortable deciding if a fund fits your investment goals and attitude to risk. Learn more about risk.
Know how to choose and maintain a diverse mix of funds to reduce risk. Learn more about diversification.
The Wealth Shortlist includes funds across a range of sectors, and risk levels that won’t be right for everyone – it isn’t personal advice. A change to the list isn’t a recommendation to buy or sell. You’ll need to consider your own goals, attitude to risk and wider portfolio before making any investment decisions. Funds can fall as well as rise in value and you could get back less than you invest. All investments should be considered for the long term and held for a minimum of 5 years.
For investors who don't feel comfortable building and maintaining their own portfolio we offer ready-made solutions, which are aligned to broad investment objectives. For those with or looking for a SIPP who are not sure where to invest, we also offer our ready-made pension plan, which has been designed by our experts. For those who want extra help, you can also ask us for financial advice.
How funds make the list
We only choose funds that pass our strict selection criteria. We focus on key areas which help identify funds our analysis indicates have the greatest performance potential, including:
Manager
The individual or team behind a fund is its driving force. We look for experienced managers with plenty of research resource and support.
Culture
We dig behind the scenes to evaluate how fund managers and their teams operate. We’ll also look at their approach to Environmental, Social, and Governance (ESG) factors and management companies’ purpose, reward structure and leadership.
Process
A manager’s stock selection and style determine what they buy and when. We like managers who consistently apply their strict processes through different market conditions.
Performance
We look at each manager’s performance after charges, to find managers who are truly adding value for investors. We want at least five years of applicable data, ideally ten.
Wealth Shortlist changes and notifications
We provide regular updates on all the Wealth Shortlist funds. We'll email you if we write research on a fund you hold. You can also sign up to receive all our fund research.
The Wealth Shortlist
View
Showing 64 funds, ordered by sector
Important - Past performance isn't a guide to future returns. Performance data is provided by FE. Fund price data is provided by Morningstar. All other data from Funds Library. Any gaps mean data isn't available. HL accepts no responsibility for its accuracy and you should independently check data before making any investment decisions. All yields are variable and not a reliable indicator of the income you'll receive in future.
All funds have a fund management charge, separate to our platform fees. Our annual account charge is a maximum of 0.45%. To help you decide if a fund is good value for you, we've compared funds against their IA sector peers and rated their charges high, medium or low. Updated daily.
Asia (6)
Fund Name
Fund objective
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').
Actively managed
Fund objectiveIncome & GrowthIncome & Growth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.2.39%Correct as at 04/11/20262.39%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.0.88%Correct as at 04/11/20260.88%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.1.30%Correct as at 04/11/20261.30%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.0.94%Correct as at 04/11/20260.94%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.1.40%Correct as at 04/11/20261.40%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Medium
Tracker
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.2.22%Correct as at 04/11/20262.22%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Corporate & Government Bonds (6)
Funds investing in bonds issued by companies and governments, typically offering income with lower volatility than equities.
Read our full Corporate & Government Bonds reviewFund Name
Fund objective
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').
Actively managed
Fund objectiveIncome & GrowthIncome & Growth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.5.50%Correct as at 04/11/20265.50%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveIncomeIncome
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.4.45%Correct as at 04/11/20264.45%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveIncomeIncome
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.5.99%Correct as at 04/11/20265.99%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveIncome & GrowthIncome & Growth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.4.53%Correct as at 04/11/20264.53%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Tracker
Fund objectiveIncomeIncome
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.0.86%Correct as at 04/11/20260.86%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Tracker
Fund objectiveIncomeIncome
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.4.60%Correct as at 04/11/20264.60%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Emerging Markets (4)
Fund Name
Fund objective
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').
Actively managed
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.0.77%Correct as at 04/11/20260.77%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.2.01%Correct as at 04/11/20262.01%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Tracker
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.0.36%Correct as at 04/11/20260.36%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Tracker
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.0.14%Correct as at 04/11/20260.14%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Europe (5)
Funds investing in European companies, offering exposure to a diverse range of economies and sectors.
Read our full Europe reviewFund Name
Fund objective
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').
Actively managed
Fund objectiveIncomeIncome
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.3.77%Correct as at 03/11/20263.77%Correct as at 03/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.1.17%Correct as at 04/11/20261.17%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveIncome & GrowthIncome & Growth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.1.31%Correct as at 04/11/20261.31%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').High
Actively managed
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.0.40%Correct as at 04/11/20260.40%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').High
Tracker
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.0.24%Correct as at 04/11/20260.24%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Global (10)
Funds investing in companies from around the world, offering broad diversification.
Read our full Global reviewFund Name
Fund objective
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').
Actively managed
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.0.46%Correct as at 04/11/20260.46%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveIncome & GrowthIncome & Growth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.2.34%Correct as at 04/11/20262.34%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.0.00%Correct as at 04/11/20260.00%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.1.57%Correct as at 03/11/20261.57%Correct as at 03/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveIncome & GrowthIncome & Growth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.3.32%Correct as at 04/11/20263.32%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').High
Actively managed
Fund objectiveIncome & GrowthIncome & Growth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.1.14%Correct as at 04/11/20261.14%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').High
Tracker
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.0.11%Correct as at 04/11/20260.11%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Tracker
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.0.20%Correct as at 04/11/20260.20%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Tracker
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.0.11%Correct as at 04/11/20260.11%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Tracker
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.1.44%Correct as at 03/11/20261.44%Correct as at 03/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').High
Japan (3)
Funds investing in Japanese companies, offering exposure to the world's third-largest economy.
Read our full Japan reviewFund Name
Fund objective
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').
Actively managed
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.0.92%Correct as at 04/11/20260.92%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.1.97%Correct as at 04/11/20261.97%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Tracker
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.1.95%Correct as at 04/11/20261.95%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Mixed Investment (4)
Fund Name
Fund objective
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').
Actively managed
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.1.66%Correct as at 04/11/20261.66%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.1.56%Correct as at 04/11/20261.56%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveIncomeIncome
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.3.89%Correct as at 04/11/20263.89%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveIncome & GrowthIncome & Growth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.1.91%Correct as at 04/11/20261.91%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
North America (4)
Funds investing in North American companies, with a focus on the US market.
Read our full North America reviewFund Name
Fund objective
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').
Actively managed
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.0.23%Correct as at 04/11/20260.23%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveIncome & GrowthIncome & Growth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.1.74%Correct as at 04/11/20261.74%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.0.00%Correct as at 04/11/20260.00%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Tracker
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.0.08%Correct as at 04/11/20260.08%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Strategic & Global Bonds (7)
Fund Name
Fund objective
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').
Actively managed
Fund objectiveIncome & GrowthIncome & Growth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.3.95%Correct as at 04/11/20263.95%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.4.72%Correct as at 04/11/20264.72%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveIncome & GrowthIncome & Growth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.5.30%Correct as at 04/11/20265.30%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveIncomeIncome
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.5.08%Correct as at 04/11/20265.08%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveIncomeIncome
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.5.08%Correct as at 04/11/20265.08%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Tracker
Fund objectiveIncome & GrowthIncome & Growth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.3.45%Correct as at 03/11/20263.45%Correct as at 03/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').High
Tracker
Fund objectiveIncome & GrowthIncome & Growth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.4.41%Correct as at 03/11/20264.41%Correct as at 03/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').High
Total Return (3)
Fund Name
Fund objective
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').
Actively managed
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.0.92%Correct as at 04/11/20260.92%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.3.43%Correct as at 04/11/20263.43%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveIncomeIncome
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.4.57%Correct as at 04/11/20264.57%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Medium
UK Equity Income (3)
Funds investing in UK companies that pay attractive dividends, suitable for income-seeking investors.
Read our full UK Equity Income reviewFund Name
Fund objective
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').
Actively managed
Fund objectiveIncome & GrowthIncome & Growth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.3.60%Correct as at 04/11/20263.60%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveIncome & GrowthIncome & Growth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.3.40%Correct as at 04/11/20263.40%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveIncome & GrowthIncome & Growth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.4.56%Correct as at 04/11/20264.56%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
UK Growth (6)
Funds investing in UK companies with strong growth potential.
Fund Name
Fund objective
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').
Actively managed
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.2.19%Correct as at 04/11/20262.19%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.2.08%Correct as at 04/11/20262.08%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.2.23%Correct as at 04/11/20262.23%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').High
Tracker
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.0.29%Correct as at 04/11/20260.29%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Tracker
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.0.28%Correct as at 04/11/20260.28%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Tracker
Fund objectiveIncome & GrowthIncome & Growth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.0.29%Correct as at 04/11/20260.29%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Medium
UK Small & Mid-sized Companies (3)
Funds investing in smaller UK companies, which can offer higher growth potential but with greater risk.
Read our full UK Small & Mid-sized Companies reviewFund Name
Fund objective
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').
Actively managed
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.2.73%Correct as at 04/11/20262.73%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Actively managed
Fund objectiveIncome & GrowthIncome & Growth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.2.02%Correct as at 04/11/20262.02%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Low
Tracker
Fund objectiveGrowthGrowth
YieldA measure of income paid, shown as a percentage of the current unit price of the fund.2.99%Correct as at 04/11/20262.99%Correct as at 04/11/2026
Fund chargesA comparison of each fund's net ongoing charge against its IA sector peers available via HL. Fund charges are categorised as 'low', 'medium' or 'high'. Funds are not rated if there are fewer than 5 similar funds in a sector (displayed as '-').Medium
Important: Past performance isn't a guide to future returns. Performance data is provided by FE. Fund price data is provided by Morningstar. All other data from Funds Library. Any gaps mean data isn't available. HL accepts no responsibility for its accuracy and you should independently check data before making any investment decisions. All yields are variable and not a reliable indicator of the income you'll receive in future.