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Other Documents

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.

Engagement policy document

Engagement report

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.

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

Responsible investment policy

Explains how we incorporate responsible investment into our investment portfolios, including Environmental, Social and Governance (ESG) issues.

Responsible investment policy

Annual reports

HL Select Umbrella Trust Annual Report 2020

HL Select Execution Quality Reports

Reports on how we execute orders for equities and ETFs in the HL Select Fund Range.

HL Select Execution Quality Report 2020

HL Select Execution Quality Report 2019

HL Select Execution Quality Report 2018

HOW WE GET THE BEST PRICE FOR CLIENTS 2018

HL Select Execution Quality Report 2017

HOW WE GET THE BEST PRICE FOR CLIENTS 2017