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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 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

HL SELECT GLOBAL GROWTH SHARES

New Holdings – Varian and Elekta

We believe the radiotherapy industry will grow around 6% per annum because of increased utilisation of radiotherapy outside of the United States. Read more

Fund changes

HL SELECT UK GROWTH SHARES

HL Select UK Growth Shares Q2 2020 Review

Hopes that the pandemic was easing led to a strong recovery in stock markets around the world. The UK was no exception, with the FTSE All Share index returning 10.2% over the quarter. Read more

Managers' thoughts

HL SELECT GLOBAL GROWTH SHARES

HL Select Global Growth shares Q2 2020 review

Unsurprisingly, during the second quarter the impact of coronavirus continued to be the most significant factor influencing equity markets. Read more

Managers' thoughts

HL SELECT UK INCOME SHARES

HL Select UK Income Shares Q2 2020 Review

Broadly speaking, what went down in Q1 saw a bounce in Q2 as it became clearer that the impacts of the pandemic were unlikely to see the worst-case scenarios unfold. Read more

Managers' thoughts

HL SELECT GLOBAL GROWTH SHARES

New Holding - Zebra Technologies

Zebra provides a wide range of products that help retailers, logistics and healthcare providers identify and track their inventory. Read more

Fund changes

HL SELECT GLOBAL GROWTH SHARES

New Holdings - Vulcan and Texas Pacific Land Trust

We’ve added a couple of businesses to the fund, using the fall in recent prices as an opportunity to own high quality businesses with unchanged long term growth opportunities. 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.