
Other Documents
Engagement policy document
How we aim to be a responsible custodian of our clients’ assets, and the measures we’ve put in place to safeguard them.
Engagement report
How we seek to make a positive impact on all our stakeholders, from our commitment to diversity and inclusion to how we make our investment selections.
Assessment of value report
Shows our assessment of the overall value for money our funds deliver, and how this helps maximise their performance for clients.
Assessment of value report 2021
Assessment of value report 2020
ESG Investment Policy
As a signatory of the United Nations Principles for Responsible Investment, we understand the importance of good stewardship and upholding the standards of responsible investing. Our ESG Investment Policy outlines how HL embeds ESG into our investment analysis and decision-making.
Annual reports
HL Multi-Manager Umbrella Trust Annual Report 2021
HL Multi-Manager Balanced Managed Trust Annual Report 2021
HL Multi-Manager Equity & Bond Trust Annual Report 2021
HL Multi-Manager Income & Growth Trust Annual Report 2021
HL Multi-Manager Special Situations Trust Annual Report 2021