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Fund research

No news or research item is a personal recommendation to deal. If you are unsure of the suitability of an investment for your circumstances please seek advice. Investments and income can fall in value as well as rise.

Most popular funds so far this year

We look at some of the most bought funds by HL clients.

Jonathon Curtis | 20 March 2019

No news or research item is a personal recommendation to deal. If you are unsure of the suitability of an investment for your circumstances please seek advice. Investments and income can fall in value as well as rise.

Fund research

Our expert research team provide regular updates on a wide range of funds.

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Our monthly research roundup – overcoming human nature

Kate Marshall, Senior Investment Analyst, looks at what our investment team got up to in February.

Kate Marshall | 18 March 2019

HL Multi-Manager Strategic Bond – 10 Years on

We look back at a decade in the bond markets.

Dominic Cooke | 18 March 2019

Three income funds for ISAs and SIPPs

Earn an income free from UK tax with our latest investment ideas

Richard Wood | 12 March 2019

free fund researchFree fund research

Our expert research team provide regular updates on a wide range of funds.

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Latest investment ideas

Our team of research experts regularly highlight funds that we feel present promising investment opportunities for our clients. Below are those that we have focused on most recently.

Artemis Income

The UK has tended to pay a higher level of income than other developed markets over the longer term. It’s one reason we consider the UK to be the home of equity income investing.

Read review

JPM Emerging Markets

Emerging markets have huge potential, although this does come with heightened risk. They make up about 85% of the world’s population but only 45% of the global economy, so there’s bags of room to grow.

Read review

Lindsell Train Global Equity

Nick Train, Michael Lindsell and James Bullock are classic buy-and-hold investors. They invest in companies they think are truly exceptional and hold them, ideally, forever. They don't try to make a quick profit from a company they're less certain about, and prefer to keep hold of an investment in the hope it steadily grows.

Read review


Latest research updates

Thu 21 March 2019

Many investors were troubled by the recent return of stock market volatility. Find out why Giles Hargreave and Guy Feld welcomed it and how they took advantage.

Wed 20 March 2019

Asia now offers opportunities for both income and growth investors. Newton Asian Income aims to take advantage of both of these trends.

Wed 20 March 2019

It's been a tough year for the FP Argonaut European Alpha Fund. Find out more about what's impacted performance.

Tue 19 March 2019

Find out how Jupiter European's performed over the past year, and what changes Alexander Darwall's recently made to the fund.

Tue 19 February 2019

Steve Davies, manager of the Jupiter UK Growth Fund, invests in companies that have been overlooked and undervalued by others, but with the potential to recover.

Fri 15 March 2019

It’s been a difficult year for many UK medium-sized companies. Find out what Richard Watts thinks could be in store for them once Brexit is over.

Tue 12 March 2019

Find out what’s been happening in the fund and what Paul Spencer’s waiting for before increasing the number of companies he invests in.

Mon 11 March 2019

Stephen Payne is more cautious now than when we met him a year ago. Find out why, and how he's invested the fund to reflect this view.

Mon 11 March 2019

Nick Train is one of the UK's best known investors. In this update, we look at how he's invested his fund and how it's performed.

Mon 11 March 2019

Audrey Ryan is our favourite ethical fund manager. In this update, we look at where she's found opportunities and share our view on the fund's prospects.

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