Other Documents
Stewardship and Engagement Policy
How we aim to be responsible investors and maximise the overall long-term value of our client’s investments. Here we outline our engagement themes and principles.
Stewardship and Engagement Policy
Stewardship and Engagement Report
Our progress in improving the ESG practices, sustainability outcomes, and public disclosures in our investee companies and fund managers. Here we disclose our voting record and our involvement in collaborative engagements.
Stewardship and Engagement Report
Taskforce on Climate-Related Financial Disclosures (TCFD) Reporting
Our entity-level disclosure of our climate-related governance, strategy, risk management and metrics and targets.
Hargreaves Lansdown Fund Managers and Asset Management 2024 entity report
Our product-level reporting for our authorised funds.
HL Moderately Adventurous Managed
HL Multi-Manager Balanced Managed
HL Multi-Manager Special Situations
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 2024
Assessment of value report 2023
Assessment of value report 2022
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 UK Income Fund Annual Report 2024
HL Income Fund Annual Report 2024
HL Multi-Manager Balanced Managed Trust Annual Report 2024
HL Multi-Manager Umbrella Trust Annual Report 2024
HL Multi-Manager Strategic Bond Trust Annual Report 2024
HL Multi-Manager Special Situations Trust Annual Report 2024
HL Multi-Manager Umbrella Trust Annual Report 2023
HL Multi-Manager Balanced Managed Trust Annual Report 2023
HL Multi-Manager Equity & Bond Trust Annual Report 2023
HL UK Income Annual Report 2023
HL Multi-Manager Special Situations Trust Annual Report 2023
HL Multi-Manager Strategic Bond Trust Annual Report 2023
HL Multi-Manager Umbrella Trust Annual Report 2022
HL Multi-Manager Balanced Managed Trust Annual Report 2022
HL Multi-Manager Equity & Bond Trust Annual Report 2022
HL Multi-Manager Income & Growth Trust Fund Annual Report 2022
HL Multi-Manager Special Situations Trust Annual Report 2022
HL Multi-Manager Strategic Bond Trust Annual Report 2022
Interim reports
HL-Global-Bond-Interim-Interim-2025
HL-Multi-Manager-Balanced-Managed-Interim-2025
HL-Multi-Manager-Special-Situations-Interim-2025
HL-Multi-Manager-Umbrella-Trust-Interim-2025
HL Select Umbrella Trust Interim Report 2025
HL Income Fund Interim Report 2024
HL Multi-Manager Balanced Managed Trust Interim Report 2024
HL UK Income Fund Interim Report 2024
HL Multi-Manager Special Situations Trust Interim Report 2024
HL Multi-Manager Strategic Bond Trust Interim Report 2024
HL Select Umbrella Trust Interim Report 2024
HL Multi-Manager Umbrella Trust Interim Report 2024
HL Multi-Manager Umbrella Trust Interim Report 2023
HL Multi-Manager Balanced Managed Trust Interim Report 2023
HL Multi-Manager Equity & Bond Trust Interim Report 2023
HL UK Income Fund Interim Report 2023
HL Multi-Manager Special Situations Trust Interim Report 2023