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Managers' blog

Important portfolio changes, regular manager insight and monthly roundups

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 Funds are managed by our sister company HL Fund Managers Ltd.



HL SELECT

HL Select UK Growth Q4 2020 Review

With vaccinations comes the prospect of a return to something far closer to what used to be regarded as normality. Read more

Managers' thoughts

HL SELECT UK INCOME SHARES

HL Select UK Income Q4 2020 Review

News of effective vaccines propelled the markets higher, leading to a quarterly total return for the UK stock market of 12.6%. Read more

Managers' thoughts

HL SELECT GLOBAL GROWTH SHARES

HL Select Global Growth Q4 2020 Review

Pfizer’s announcement in November that their vaccine was highly effective was the most important development over the last quarter. Read more

Managers' thoughts

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

HL Select - 4th Anniversary

The HL Select UK Growth Shares fund reached its 4th birthday in early December 2020. Read more

Managers' thoughts

HL SELECT GLOBAL GROWTH SHARES

New Holding – TriNet

TriNet helps small and medium sized businesses across the United States with various HR related functions. Read more

Fund changes

HL SELECT GLOBAL GROWTH SHARES

Update and New Holdings - Teleflex and Haemonetics

A combination of high valuations and an expectation of positive vaccine news has resulted in some changes in the portfolio over the last month. Read more

Fund changes

HL SELECT GLOBAL GROWTH SHARES

HL Select Global Growth shares Q3 2020 review

Across the globe coronavirus and respective policy responses continue to be the main factor impacting equity markets. Read more

Managers' thoughts

HL SELECT UK INCOME SHARES

HL Select UK Income Shares Q3 2020 Review

The FTSE All Share index lost 2.9% (total return) during the third quarter as the market recovery of the previous quarter ran out of steam. Read more

Managers' thoughts

HL SELECT UK GROWTH SHARES

HL Select UK Growth shares Q3 2020 review

The quarter was characterised by relatively small rallies and repeated fades as sentiment was tugged in opposing directions. Read more

Managers' thoughts

HL SELECT GLOBAL GROWTH SHARES

New Holding – Phreesia

Phreesia are a beneficiary of some of the strongest secular trends in US healthcare, we believe this should support high industry growth rates for the foreseeable future. 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.