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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.

Why compounding is an investor's best friend

Henry Irving | 19 February 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 – two ways to invest in Asia

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

Kate Marshall | 18 February 2019

You can’t predict, you can only prepare - HL Multi-Manager Balanced Managed

We explain some of the changes we’ve been making to the fund.

Research team | 14 February 2019

Most popular ISA funds in January

Kate Marshall looks at the most popular funds with HL’s ISA investors in January.

Kate Marshall | 7 February 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.

HL Multi-Manager Income & Growth

Our experts choose what they think are the best available equity income funds, and manage them in a single, convenient investment.

Read review

Artemis Income

We rate Adrian Frost and the Artemis UK Equity Income Team highly. The team has significant experience managing equity income funds.

Read review

Marlborough Multi Cap Income

Marlborough Multi Cap Income offers something a little different. It mainly invests in higher-risk small and medium-sized companies, instead of the larger firms that most income funds target. They aren’t often thought to pay high dividends, but lots of them do.

Read review


Latest research updates

Fri 22 February 2019

Richard Buxton invests in companies set to benefit from changes overlooked by other investors. In this update, we reveal where he sees opportunity… and where he doesn’t

Thu 21 February 2019

This fund’s run by seven experienced managers. Find out how they’ve done and whether we think seven heads are better than one.

Tue 19 February 2019

Alex Wright invests in companies that have gone through a rough patch, but are on the verge of changing for the better. In this update, we look at the manager's investment process in more detail and give our view on the fund's prospects.

Fri 15 February 2019

2018 was a volatile year for stock markets. In this update we look at the changes that've been made to the fund in light of what’s been happening.

Wed 13 February 2019

We view this fund as a more conservative option in the Europe sector, which could help provide some balance during more uncertain times.

Tue 12 February 2019

Inflation can quickly erode the value of your wealth. Find out what’s been happening to inflation and what Ben Lord’s investing in to stay ahead of it.

Wed 13 February 2019

The manager sees lots of opportunity in China over the coming years. In this update we consider both the challenges and opportunities for investors.

Thu 07 February 2019

James Foster and Alex Ralph have managed this fund with a flexible and, at times, more adventurous approach for many years. It’s been successful overall, but 2018 was more challenging. Find out why in our latest update.

Wed 06 February 2019

Markets have been challenging but Richard Colwell is positive about the prospects for UK companies.

Fri 01 February 2019

Evy Hambro's taken on some additional responsibilities. We look at what this means for the fund's prospects and how it's performed.

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