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Other Documents

Below you can download a copy of our engagement policy. It explains how we aim to be a responsible custodian of our clients’ assets, and the measures we’ve put in place to safeguard them.

Engagement policy document

Below you can download a copy of our assessment of value report for all HL Select funds. This shows our assessment of the overall value for money our funds deliver, and how this helps maximise their performance for clients.

Assessment of value report

Below you can download a copy of our Responsible Investment Policy. It explains how we incorporate responsible investment into our investment portfolios, including Environmental, Social and Governance (ESG) issues.

Responsible investment policy