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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.

How do funds make it on to the Wealth 150?

We take a look at the criteria our investment team use to screen fund managers.

Jonathon Curtis | 19 September 2018

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.

Fund research

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

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Growth versus value

There are many ways to go about investing but, in the end, investors all want the same thing.

Charlie Huggins | 13 September 2018

Converting your funds

Take advantage of low annual fund charges

Stuart MacDonald | 11 September 2018

Most popular ISA funds in August

Dominic Rowles looks at some of the most popular funds with HL ISA clients last month.

Dominic Rowles | 11 September 2018

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.

HL Multi-Manager Asia & Emerging Markets

Our favourite funds investing in higher-risk Asia and emerging markets in a single investment, looked after by our expert team. We monitor the funds and make any changes on your behalf.

Read review

Man GLG Japan CoreAlpha

One of our favourite ways to invest in Japan. It’s managed by Stephen Harker, one of the UK’s most experienced investors in Japanese shares.

Read review

iShares Japan Equity Index

For investors who want to invest in a broader range of Japanese companies, this fund aims to track the performance of the FTSE Japan index.

Read review


Latest research updates

Thu 30 August 2018

This fund is managed by one of the best teams in the industry. In this update, we look at how it’s performed over the long term and share the manager’s outlook.

Thu 30 August 2018

The fund’s performance has recently been a bit weaker, but we still like the team running the fund and remain positive over the longer term.

Thu 30 August 2018

After a strong 2017 a number of changes have been made to the fund to reflect the changing economic, political and market backdrop. Find out more in our latest update.

Tue 28 August 2018

Following a strong run for bond markets, Ariel Bezalel thinks things could be different for bond investors in the coming years. We spoke to the manager to find out more.

Fri 24 August 2018

Talk of a trade war has recently unnerved investors in China’s stock market. We take a look at the outlook for the region and how this fund has performed.

Mon 20 August 2018

With interest rates and inflation likely to remain low the managers of this fund think bond yields remain attractive. But after several years of strong performance they expect returns from bonds to be lower going forward. Find out more in our update.

Fri 17 August 2018

Sometimes it’s good to have investments that give you a foothold in overseas markets and have the potential to perform differently to shares. This fund does just that. Find out how in our latest update.

Wed 15 August 2018

Find out what Stephen Snowden, manager of the Kames Investment Grade Bond fund, thinks is happening in the bond market.

Fri 10 August 2018

Mark Barnett thinks lots of strong UK companies are going overlooked by other investors. In this update, we reveal where he’s focusing his search and look at how the fund has performed in recent years.

Tue 07 August 2018

We’ve removed the AXA Framlington UK Select Opportunities Fund from the Wealth 150 list of our favourite funds for new investment.

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