Balanced managed

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 and Ziad Gergi, 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 a mix of bonds and other investments to diversify the fund and help 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.

• Shares in larger companies mainly in the US, UK and Europe with long-term growth potential (this could be up to 85% of the fund).
• Bonds and other lower-risk investments which could help shelter your money in uncertain times.
• At times, may hold emerging markets and smaller companies offering higher growth potential, but these increase risk.

Invest now View factsheet

View the HL Multi-Manager Balanced Managed fund prospectus.