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Other Documents

Stewardship and Engagement Policy

How we aim to be responsible investors and maximise the overall long-term value of our client’s investments. Here we outline our engagement themes and principles.

Stewardship and Engagement Policy

Stewardship and Engagement Report

Our progress in improving the ESG practices, sustainability outcomes, and public disclosures in our investee companies and fund managers. Here we disclose our voting record and our involvement in collaborative engagements.

Stewardship and Engagement Report

Assessment of value report

Shows our assessment of the overall value for money our funds deliver, and how this helps maximise their performance for clients.

Assessment of value report 2023

Assessment of value report 2022

Assessment of value report 2021

Assessment of value report 2020

ESG Investment Policy

As a signatory of the United Nations Principles for Responsible Investment, we understand the importance of good stewardship and upholding the standards of responsible investing. Our ESG Investment Policy outlines how HL embeds ESG into our investment analysis and decision-making.

ESG Investment Policy

Annual reports

HL ICVC1 Annual Report 2023

HL Multi-Manager Umbrella Trust Annual Report 2023

HL Multi-Manager Balanced Managed Trust Annual Report 2023

HL Multi-Manager Equity & Bond Trust Annual Report 2023

HL UK Income Annual Report 2023

HL Multi-Manager Special Situations Trust Annual Report 2023

HL Multi-Manager Strategic Bond Trust Annual Report 2023

HL Multi-Manager Umbrella Trust Annual Report 2022

HL Multi-Manager Balanced Managed Trust Annual Report 2022

HL Multi-Manager Equity & Bond Trust Annual Report 2022

HL Multi-Manager Income & Growth Trust Fund Annual Report 2022

HL Multi-Manager Special Situations Trust Annual Report 2022

HL Multi-Manager Strategic Bond Trust Annual Report 2022

Interim reports

HL Income Fund Interim Report 2024

HL Multi-Manager Balanced Managed Trust Interim Report 2024

HL UK Income Fund Interim Report 2024

HL Multi-Manager Special Situations Trust Interim Report 2024

HL Multi-Manager Strategic Bond Trust Interim Report 2024

HL ICVC1 Interim Report 2024

HL Select Umbrella Trust Interim Report 2024

HL Multi-Manager Umbrella Trust Interim Report 2024

HL ICVC1 Interim Report 2023

HL Multi-Manager Umbrella Trust Interim Report 2023

HL Multi-Manager Balanced Managed Trust Interim Report 2023

HL Multi-Manager Equity & Bond Trust Interim Report 2023

HL UK Income Fund Interim Report 2023

HL Multi-Manager Special Situations Trust Interim Report 2023

HL Multi-Manager Strategic Bond Trust Interim Report 2023