Engagement policy document
How we aim to be a responsible custodian of our clients’ assets, and the measures we’ve put in place to safeguard them.
How we seek to make a positive impact on all our stakeholders, from our commitment to diversity and inclusion to how we make our investment selections.
Assessment of value report
Shows our assessment of the overall value for money our funds deliver, and how this helps maximise their performance for clients.
ESG Investment Policy
As a signatory of the United Nations Principles for Responsible Investment, we understand the importance of good stewardship and upholding the standards of responsible investing. Our ESG Investment Policy outlines how HL embeds ESG into our investment analysis and decision-making.
HL Select Execution Quality Reports
Reports on how we execute orders for equities and ETFs in the HL Select Fund Range.