Roger Clark & David Smith, Fund Managers
The stock market is an excellent home for long-term savings, but being at the mercy of the market’s unpredictable peaks and troughs can be uncomfortable. Rather than miss out on stock market growth entirely, it is possible to strike a balance between capturing some of this growth and not taking uncomfortable risks – between worrying about losing money and worrying about missing opportunity.
This is what we aim to do on your behalf. By controlling exposure to shares and investing in a range of other assets, including government bonds and higher-risk high yielding bonds, the fund will give up some growth when stock markets are rising in order to help shelter clients’ money when markets are falling. Investing in this way, we aim to limit those uncomfortable moments and still offer the 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.
This fund has a holding in Woodford Equity Income, in which dealing is currently suspended. This fund continues to trade as normal.
At a glance
Sell: 115.25 | Buy: 115.25
View the HL Multi-Manager Strategic Assets fund prospectus.