HL Ready-made Investment fund list
What you need to know about HL Ready-Made Investments
Beginner-friendly, no-hassle investments
Created and managed by a team of experts
Choose an all-in-one option to match your goals
Important information - These funds are designed for people who want to leave the day-to-day investment decisions to an expert. But it’s not a personal recommendation. You should be comfortable deciding an investment is right for you without personal advice. If you’re not sure what’s right for your needs and circumstances, please contact us for advice. Investments fall as well as rise in value so you could get back less than you invest. These funds are managed by our sister company Hargreaves Lansdown Fund Managers Ltd.
Important information - These funds are designed for people who want to leave the day-to-day investment decisions to an expert. But it’s not a personal recommendation. You should be comfortable deciding an investment is right for you without personal advice. If you’re not sure what’s right for your needs and circumstances, please contact us for advice. Investments fall as well as rise in value so you could get back less than you invest. These funds are managed by our sister company Hargreaves Lansdown Fund Managers Ltd.
HL Managed Funds
Our specialists handpick fund managers focused on delivering above-market returns.
HL Multi-Index Funds
Expertly chosen investments built to track global stock and bond markets, in-line with your chosen level of risk.
HL Income Funds
Designed to deliver monthly income while preserving your investment over five years or more.
HL Managed Funds
All‑in‑one portfolio funds where our specialists select a team of expert fund managers aiming to outperform the market. The extra work and analysis involved typically mean higher charges, though the expertise of a strong team can make that cost worthwhile.
HL Adventurous Managed
Our adventurous option should move up and down at the same rate, if not more than the global stock market’s ups and downs.
0.87%
HL Moderately Adventurous Managed
Our moderately adventurous option should move up and down around 80% as much as the global stock market’s movements.
0.85%
HL Balanced Managed
Our balanced option should move up and down around 60% as much as the global stock market’s movements.
0.82%
HL Cautious Managed
This fund is our lowest risk option and should move up and down around 40% as much as the global stock market’s movements.
0.79%
Fund | Ongoing Charge | Actions |
|---|---|---|
HL Adventurous ManagedOur adventurous option should move up and down at the same rate, if not more than the global stock market’s ups and downs. | 0.87% | |
HL Moderately Adventurous ManagedOur moderately adventurous option should move up and down around 80% as much as the global stock market’s movements. | 0.85% | |
HL Balanced ManagedOur balanced option should move up and down around 60% as much as the global stock market’s movements. | 0.82% | |
HL Cautious ManagedThis fund is our lowest risk option and should move up and down around 40% as much as the global stock market’s movements. | 0.79% |
HL Multi-Index Funds
All‑in‑one portfolio funds where our experts choose a mix of investments designed to track global stock and bond markets, aligned to your chosen level of risk. As they require less day‑to‑day management, these multi‑index funds typically come with lower ongoing charges than actively managed funds.
HL Multi-Index Adventurous
Our adventurous option should move up and down at the same rate, if not more than the global stock market’s ups and downs.
0.30%
HL Multi-Index Moderately Adventurous
Our moderately adventurous option should move up and down around 80% as much as the global stock market’s movements.
0.30%
HL Multi-Index Balanced
Our balanced option should move up and down around 60% as much as the global stock market’s movements.
0.30%
HL Multi-Index Cautious
This fund is our lowest risk option and should move up and down around 40% as much as the global stock market’s movements.
0.30%
Fund | Ongoing Charge | Actions |
|---|---|---|
HL Multi-Index AdventurousOur adventurous option should move up and down at the same rate, if not more than the global stock market’s ups and downs. | 0.30% | |
HL Multi-Index Moderately AdventurousOur moderately adventurous option should move up and down around 80% as much as the global stock market’s movements. | 0.30% | |
HL Multi-Index BalancedOur balanced option should move up and down around 60% as much as the global stock market’s movements. | 0.30% | |
HL Multi-Index CautiousThis fund is our lowest risk option and should move up and down around 40% as much as the global stock market’s movements. | 0.30% |
HL Income Funds
All-in-one portfolio funds where our experts aim to provide a regular monthly income while growing the value of your investment over five years or more. This diversified approach could grow your income over time, although payments can vary.
HL Income
Aims to grow your money over the long term and provide a monthly income, maintaining a balanced approach to risk.
0.88%
HL High Income
Aims to provide a higher sustainable monthly income with the potential for future growth, while maintaining a low to moderate approach to risk.
0.99%
Fund | Ongoing Charge | Actions |
|---|---|---|
HL IncomeAims to grow your money over the long term and provide a monthly income, maintaining a balanced approach to risk. | 0.88% | |
HL High IncomeAims to provide a higher sustainable monthly income with the potential for future growth, while maintaining a low to moderate approach to risk. | 0.99% |
Still need help choosing?
We can take you through your options so you can make a confident decision.
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