Other Documents
Stewardship and Engagement Policy
How we aim to be responsible investors and maximise the overall long-term value of our client’s investments. Here we outline our engagement themes and principles.
Stewardship and Engagement Policy
Stewardship and Engagement Report
Our progress in improving the ESG practices, sustainability outcomes, and public disclosures in our investee companies and fund managers. Here we disclose our voting record and our involvement in collaborative engagements.
Stewardship and Engagement Report
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.
Assessment of value report 2023
Assessment of value report 2022
Assessment of value report 2021
Assessment of value report 2020
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.
Annual reports
HL Select Umbrella Trust Annual Report 2023
HL Select Umbrella Trust Annual Report 2022
HL Select Umbrella Trust Annual Report 2021
HL Select Umbrella Trust Annual Report 2020
Interim reports
HL Select Umbrella Trust Interim Report 2023
HL Select Umbrella Trust Interim Report 2022