"Asian and emerging markets offer a vast array of opportunities, but to choose and navigate between them is a challenge. Our diversified approach could provide a solution."
Roger Clark & David Smith, Fund Managers
Why invest?
An investment in Asian and emerging markets can play a vital role in virtually any growth-focused portfolio. The area is more volatile and can be higher risk but for long term investors we believe the outlook is promising. Underpinned by favourable demographics, rising domestic consumption and an increasingly wealthy middle class this area of the world is packed with potential.
Within the fund, we look to take advantage of these trends by researching the entire market in search of the best fund managers. We blend those investing in higher-risk smaller companies with core funds invested in larger, developed Asia Pacific economies like Singapore and Australia.
Ultimately, we aim to offer investors a diversified solution for exposure to growth in Asia and emerging markets.
Important - The value of this fund and the income from it, can still fall so you could get back less than you invested, especially over the short term. If you are unsure of the suitability of any investment for your circumstances please contact us for advice. Once held in a SIPP money is not usually accessible until age 55 (rising to 57 in 2028). Relative risk ratings should not be used to compare these funds with other investments. Tax reliefs depend on individual circumstances.
At a glance
Investment goal
Growth
Relative risk
Adventurous
Invests in
93.1% Shares
4.5% Cash
2.4% Other
Yield
0.92%
Not a reliable indicator of future income.
Correct as at 30/11/2018
Charge
OCF/TER 1.60%
(plus up to 0.45% p.a. platform charge)
Price
Sell: 120.18 | Buy: 120.18
Correct as at 18/12/2018
Fund details
Performance since launch
Past performance is not a guide to future returns. Source: Lipper IM, 29/04/15 - 31/10/18
Annual performance
| Fund name | Oct 13 - Oct 14 | Oct 14 - Oct 15 | Oct 15 - Oct 16 | Oct 16 - Oct 17 | Oct 17 - Oct 18 |
|---|---|---|---|---|---|
| HL Multi-Manager Asia & Emerging Markets | N/A | N/A | 37.20% | 8.57% | -11.57% |
| IA Asia Pacific (Excluding Japan) index | 4.71% | -4.76% | 35.57% | 16.10% | -9.26% |
| IA Global Emerging Markets index | 0.22% | -11.02% | 39.01% | 15.06% | -10.53% |
Source: Lipper IM, 31/10/18. N/A - performance data isn’t available because the fund launched after this date.
The HL Multi-Manager Funds are managed by our sister company Hargreaves Lansdown Fund Managers.
Fund breakdown
Correct as at 31/10/18
Holdings
View the HL Multi-Manager Asia & Emerging Markets fund prospectus.