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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 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 GLOBAL GROWTH SHARES

2019 fourth quarter review

Gareth Campbell reviews the fourth quarter of 2019, what happened and what changes were made. Read more

Managers' thoughts

HL SELECT GLOBAL GROWTH SHARES

New Holding - Aon

We recently added a new holding in Aon plc, a global provider of insurance broking and HR consulting services to the HL Select UK Global Growth Shares fund. Read more

Managers' thoughts

HL SELECT GLOBAL GROWTH SHARES

Switching Mastercard for Visa

We have switched the HL Select Global Growth fund’s investment from Mastercard into Visa Inc. 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 GLOBAL GROWTH SHARES

Brexit, the election, and your investments

We think investing a proportion of a portfolio into global markets makes a lot of sense. It can reduce dependence on events in a single market... Read more

Managers' thoughts

HL SELECT UK INCOME SHARES

Choosing the right mix for dividend growth

We believe successful income investing isn’t just about the next dividend. It’s about how high the income could be years down the line. 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

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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 disclosure for more information.