HL Multi-Manager Strategic Assets

"It is possible to achieve attractive returns over the long term, but with less volatility than investing only in shares, by having a portfolio diversified across different assets. That way, when certain areas perform poorly, others might perform better and smooth out returns"

Richard Troue & David Smith, Fund Managers

Why invest?

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.

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