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HL select UK growth shares

Managers' blog

Important portfolio changes, regular manager insight and monthly roundups

AccumulationIncome ?

Sell: 131.90p|Buy: 131.90p|Change 0.20p (0.15%)

Correct as at 03/07/2020

Sell: 139.18p|Buy: 139.18p|Change 0.21p (0.15%)

Correct as at 03/07/2020

Important information - The value of this fund can fall as well as rise so you could get back less than you invested, especially over the short term. The information we provide about individual companies represents our view as managers of the fund. It is not a personal recommendation to invest in a particular company. If you are at all unsure of the suitability of an investment for your circumstances please contact us for personal advice. The HL Select UK Growth Shares Fund is managed by our sister company HL Fund Managers Ltd.

HL SELECT UK GROWTH SHARES

New Holdings - Next and Paypoint

We’ve made some further changes to the portfolio since we last updated you on the first quarter (to the end of March). The sell-off created an opportunity to add two new stocks to the portfolio. Read more

Fund changes

HL SELECT UK GROWTH SHARES
HL SELECT UK INCOME SHARES
HL SELECT GLOBAL GROWTH SHARES

What Does Quality Look Like?

Investing in the stock market is a fundamentally risky business. Wars, pandemics, recessions and straightforward corporate mistakes can all damage or destroy an investment’s value. Even the best-managed businesses can face challenges that hold them back. Read more

Managers' thoughts

HL SELECT UK GROWTH SHARES
HL SELECT UK INCOME SHARES
HL SELECT GLOBAL GROWTH SHARES

Where are we now? The HL Select fund managers’ view of the world

The Covid-19 virus has proven more influential than any other health crisis in our lifetimes. Vast swathes of industry have been shut down in the efforts to contain the virus and economies are only now starting to reopen. Read more

Managers' thoughts

HL SELECT UK GROWTH SHARES

2020 first quarter review

The outlook for businesses has changed significantly over the last six weeks. We are still happy with the vast majority of businesses we own, but inevitably some will be more impacted than others. Read more

Managers' thoughts

HL SELECT UK GROWTH SHARES

New Holding - Berkeley Group

We recently added a new holding in Berkeley Group, the UK house builder, to the HL Select UK Growth Shares fund. Read more

Fund changes

HL SELECT UK GROWTH SHARES

New Holding - Visa

We recently added a new holding in Visa Inc, the US-listed card and electronic payments network to the HL Select UK Growth Shares fund. Read more

Fund changes

HL SELECT UK GROWTH SHARES
HL SELECT UK INCOME SHARES
HL SELECT GLOBAL GROWTH SHARES

Another Vintage Year Ahead for Stock Markets?

Steve Clayton looks at the prospects for UK and Global Stock Markets. Read more

Managers' thoughts

HL SELECT UK GROWTH SHARES

Three years in – Key themes

There’s a number of key themes that have helped drive performance over the first three years... Read more

Managers' thoughts

HL SELECT UK GROWTH SHARES

Early successes and lessons learned

As we reach the third anniversary of the HL Select UK Growth fund launch we’ve taken a closer look at what’s done well and lessons learned... Read more

Managers' thoughts

HL SELECT UK GROWTH SHARES
HL SELECT GLOBAL GROWTH SHARES

New holding - Autodesk

Autodesk is a leading provider of computer aided design software. Their products have wide and varied uses, from the refurbishment of Big Ben to special effects in the film Avatar. Read more

Fund changes

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Important information - These articles are not advice or a recommendation to buy, sell or hold any investment. No view is given on the present or future value or price of any investment, and investors should form their own view on any proposed investment. These articles have not been prepared in accordance with legal requirements designed to promote the independence of investment research and is considered a marketing communication. Non-independent research is not subject to FCA rules prohibiting dealing ahead of research, however HL has put controls in place (including dealing restrictions, physical and information barriers) to manage potential conflicts of interest presented by such dealing. Please see our full non-independent research for more information.

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