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Strategic bond

Our solution for exposure to bonds

AccumulationIncome ?

Sell: 129.09p|Buy: 129.09p|Change -0.32p (-0.25%)

Correct as at 12/04/2024

Sell: 194.42p|Buy: 194.42p|Change -0.49p (-0.25%)

Correct as at 12/04/2024

Bond markets can be inefficient and a select group of fund managers can take advantage of the opportunities this presents. We seek these managers and blend them together in a single investment.

David Smith and Richard Troue, Fund Managers

Why invest?

The global bond market is enormous, meaning the choice for investors can be overwhelming. This fund lets you leave the fund manager selection to us. It could be used to diversify an income portfolio.

The fund aims to grow your money over the long term, while also giving you a monthly income along the way. It invests across UK and global bond markets in search of the best opportunities. It also has the flexibility to be more defensive if the managers are cautious on the prospects for bond markets.

The fund is a low to medium-risk option, though you should still plan to hold it for at least five years. If you're unsure whether investing is right for you, find out whether you should save or invest.

You’ll get a mix of:

  • High quality bonds issued by financially secure companies.
  • Higher yield bonds offering extra income but at a higher risk.
  • 'Total return' funds offering some shelter in a tougher environment for bonds.

Important information - The value of this fund and the income from it can still fall, so you could get back less than you invested, especially over the short term. If you are unsure of the suitability of any investment for your circumstances please contact us for advice. Tax rules can change and benefits depend on individual circumstances.


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Key Investor Information Fund prospectus View fund factsheet

Key Investor Information

Fund prospectus

View fund factsheet

Costs

Yearly charge based on an example £1,000 investment:

£0

Initial charge

£9.30

Ongoing charge

£4.50

HL platform fee

£13.80

Total charge

0%

Initial charge

0.93%

Ongoing charge
(OCF/TER)

0.45%

HL platform fee

1.38%

Total charge

The ongoing charge is taken directly from the fund. This covers the management of the fund and all expenses other than transactional fees which are charged on top of this, these costs are incurred by all funds when shares are bought or sold and are reflected in the fund’s price.

The HL platform fee is our charge for looking after your investments which won't be over 0.45% per year. Both of these charges will be payable if you want to hold the fund with HL, amounting to a maximum of just 1.38% in total per year. The above example assumes no growth.

This fund is managed by Hargreaves Lansdown Fund Managers Ltd, part of the Hargreaves Lansdown Group. If you invest, HL will receive the fund's management charge, as well as the platform fee.

See how the costs will affect your investment in detail

View HL’s charges

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