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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 – Q2 2021 Review

Managers' thoughts

HL SELECT UK INCOME SHARES

HL Select UK Income Shares – Q2 2021 Review

The UK stock market's 5.6% return in the quarter continued the rally that began late last year when news of successful vaccines first broke. Read more

Monthly roundup

HL SELECT UK GROWTH SHARES

HL Select UK Growth Shares – Q2 2021 Review

Citizens hoarded cash through lockdowns, perhaps because of a lack of opportunities to spend it. With lockdowns falling away, there is plenty of potential for a consumer-driven recovery. Read more

Monthly roundup

HL SELECT UK GROWTH SHARES

HL Select UK Growth Shares fund – Q1 2021 Review

Market leadership has generally fallen to Growth sectors in recent years and during the pandemic this was particularly true. Read more

Monthly roundup

HL SELECT UK INCOME SHARES

HL Select UK Income Shares fund – Q1 2021 Review

The economy has proven more robust than feared and whilst growth was sharply negative in 2020, a recovery from the depths of recession appears well underway. Read more

Monthly roundup

HL SELECT GLOBAL GROWTH SHARES

HL Select Global Growth Q1 2021 Review

A combination of weak GDP and employment figures in 2020, with additional stimulus from multiple governments means many economists are expecting particularly strong GDP and employment growth for the rest of 2021. Read more

Monthly roundup

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

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 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

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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.