HL Portfolio Funds
HL’s Ready-Made Investments
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.
Leave it to the experts
Want to invest but don’t know where to start? We’re here to help you.
Our ready-made investments are an easy way to invest. Let our experts do the hard work.
This isn’t personal advice, you still need to make your own decisions. So if you’re not sure if anything is right for you, please ask us for financial advice.
HL Managed Funds
All-in-one portfolio funds where our fund managers have selected a team of experts who aim to beat the markets, by researching investments and selecting the best opportunities.
Data correct as at 30 August 2024.
| Fund name | Fund size (£) | Level of risk | 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. |
237.4m | Moderate to High | 0.91% | |
HL Moderately Adventurous ManagedOur moderately adventurous option should move up and down around 80% as much as the global stock market’s movements. |
237.2m | Moderate to high | 0.89% | |
HL Balanced ManagedOur balanced option should move up and down around 60% as much as the global stock market’s movements. |
189.3m | Moderate | 0.85% | |
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. |
180.7m | Low to moderate | 0.85% |
Learn more about the funds
Learn more about the funds
Compare your options and discover more about the potential risks and rewards.
We've produced a report and other regulatory documents to help you understand the value our HL funds offer investors.
HL Income Funds
All-in-one portfolio fund where our fund managers aim to provide a monthly income while keeping the value of your initial investment over 5 or more years.
Data correct as at 30 August 2024.
| Fund name | Fund size (£) | Level of risk | Ongoing Charge | Actions |
HL IncomeA mix of assets aiming to return monthly income and growth over time. |
233.4m | Moderate | 0.97% |
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HL Multi-Index Funds
All-in-one portfolio funds where our fund managers have chosen funds which aim to track different investment markets and have built a multi-index portfolio aligned to your chosen level of risk.
Data correct as at 30 August 2024.
| Fund name | Fund size (£) | Level of risk | 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. |
52.6m | Moderate to High | 0.3% | |
HL Multi-Index Moderately AdventurousOur moderately adventurous option should move up and down around 80% as much as the global stock market’s movements. |
236.0m | Moderate to high | 0.3% | |
HL Multi-Index BalancedOur balanced option should move up and down around 60% as much as the global stock market’s movements. |
27.5m | Moderate | 0.3% | |
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. |
52.6m | Low to moderate | 0.3% |
Learn more about the funds
Learn more about the funds
Compare your options and discover more about the potential risks and rewards.
We've produced a report and other regulatory documents to help you understand the value our HL funds offer investors.