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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 policy document

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.

Engagement report

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.

ESG Investment Policy

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

HL Multi-Manager Strategic Bond Trust Annual Report 2021