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Multi-Manager funds

HL Multi-Manager Balanced Managed

Diversification across shares, bonds and countries in one investment

"A bias towards shares aims to deliver strong long-term returns, while additional investments in bonds and other assets are designed to reduce volatility when compared with a pure equity fund."

David Smith & Roger Clark, Fund Managers

Why invest?

This fund lets you leave the asset allocation and fund manager selection to us. It could be a good core holding or be used as part of a more diversified portfolio.

The fund aims to grow your money by investing in a variety of different investments. The majority of your money will be invested in shares. You’ll also get mix of bonds and other investments to reduce risk.

Overall, the fund is a medium to high risk option. And as with most investments, you should plan to hold it for at least five years.

You'll get a mix of:

  • Mainly shares in larger companies in the US, UK and Europe with consistent, long-term growth potential
  • Bonds and other lower-risk investments which could shelter your money in uncertain times
  • At times, may hold emerging-markets and smaller companies offering higher-growth potential, but these increase risk.

This fund has a holding in HL plc through the underlying funds. This is outside of HLFM’s control.

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.

This fund has a holding in LF Equity Income (formerly the Woodford Equity Income Fund), which is currently being wound up. This fund continues to trade as normal.

Invest now View factsheet

At a glance


Investment goal

Growth

Relative risk

Moderate / Adventurous

Invests in

73.0% Shares

17.9% Bonds

5.8% Cash

3.3% Other


Yield

0.91%

Not a reliable indicator of future income.

Correct as at 31/03/2021


Charge

OCF/TER 1.41%

(plus up to 0.45% p.a. platform charge)


Price

Sell: 262.22 | Buy: 262.22

Correct as at 22/04/2021

View the HL Multi-Manager Balanced Managed fund prospectus.