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Multi-Manager funds

HL Multi-Manager High Income

An investment aiming to provide a high monthly income

"To build a portfolio which generates a high and sustainable monthly income is no easy task. With this fund we aim to do the hard work on your behalf."

Lee Gardhouse & Ellen Powley, Fund Managers

Why invest?

In a world of ultra-low interest rates, generating an attractive income from savings and investments is a challenge. You must hold a range of assets to avoid over-reliance on too few investments. You need enough higher risk high-yield investments to generate a decent income now, but also investments with the potential to offer future income growth. Finally, you must constantly review your portfolio, as the right mix of investments today won’t necessarily be right in the future.

With this fund, we aim to provide a solution. By blending different types of funds and moving between different areas of the market when more attractive opportunities emerge, we aim to deliver a high monthly income to clients. We also aim to grow this income payment over time and therefore may invest in higher risk smaller companies we believe offer great potential for long term capital growth.

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.

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At a glance


Investment goal

Income

Relative risk

Moderate

Invests in

59.7% Shares

37.6% Bonds

1.4% Cash

1.4% Other


Yield

4.19%

Not a reliable indicator of future income.

Correct as at 31/08/2018


Charge

OCF/TER 1.29%

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


Price

Sell: 119.76 | Buy: 123.38

Correct as at 21/09/2018

Fund details

Performance

Performance since launch Income generated

Past performance is not a guide to future returns. Source: Lipper IM, 13/04/16 - 30/04/18

Income generated from a £10,000 investment at launch, including the effect of charges.

Annual performance

Fund name Apr 13 - Apr 14 Apr 14 - Apr 15 Apr 15 - Apr 16 Apr 16 - Apr 17 Apr 17 - Apr 18
HL Multi-Manager High Income N/A N/A N/A 15.38% 4.40%

Source: Lipper IM, 30/04/18. Figures with income reinvested. N/A = Fund data for this period is not available.

The HL Multi-Manager Funds are managed by our sister company Hargreaves Lansdown Fund Managers.

Fund breakdown

Correct as at 30/04/18

Holdings

Invest now View factsheet

View the HL Multi-Manager High Income fund prospectus.