HL Select
Investment Strategy
Important information - the value of investments and any income they produce can fall as well as rise so you could get back less than you invest, especially over the short term. The information shown is not personal advice, 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 Hargreaves Lansdown Fund Managers Ltd.
A different investor experience
HL Select offers a different investor experience.
You’ll get:
A long term focus on quality companies
We think long term and focus on companies which are both financially strong and deliver exceptional products or services.Every stock counting
We aim to have between 30-50 stocks in each fund, so each one can make a real difference to your returns, though it is a higher-risk approach.Superior insight
You can see every significant holding, not just the top 10. You’ll know why they’re held and get regular email updates on what's happening.
Discover how each of the HL Select funds chooses its investments and which investments they hold.
How HL Select invests
HL Select UK Income Shares
Aims to pay an attractive monthly income while growing your money.
Approach to responsible investment
HL Select fund managers take Environmental, Social and Governance (ESG) factors into account when picking investments. Read more on what we do to invest your money responsibly.
Low fixed annual fund charges
Yearly charge based on an example £1,000 investment:
| Initial charge | Ongoing charge | HL account charge | Total charge |
|---|---|---|---|
| £0 | £6.00 | £3.50 | £9.50 |
| 0% | 0.60% | 0.35% | 0.95% |
The ongoing charge is taken directly from the fund. This covers the management of the fund and all expenses other than transactional fees, which are incurred by all funds when shares are bought or sold.