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Popular funds

Below are the most popular funds chosen by our clients in May 2018, listed in alphabetical order.

They are provided for your interest but are not a guide to how you should invest. The HL service is designed for investors who prefer to make their own investment decisions. There is a tiered annual charge to hold funds with HL of just 0.45%, see our charges. Hargreaves Lansdown Multi-Manager funds are managed by our sister company HL Fund Managers Ltd.

Change view: Charges and savings | Prices and yields | Discrete performance

Fund nameNet initial chargeAnnual chargesView factsheetCurrent priceEstimated yieldValuation dateDiscrete performance
Ongoing charge (OCF/TER)Ongoing savingNet ongoing chargeSell (p)Buy (p)Change (p)Dec 13
to
Dec 14
Dec 14
to
Dec 15
Dec 15
to
Dec 16
Dec 16
to
Dec 17
Dec 17
to
Dec 18
Baillie Gifford Global Discovery (Class B acc)
Accumulation | Global
0.00% 0.78% 0.00% 0.78% View factsheet 1,391.00 1,391.00 -10.00 0.00% 17-12-2018 4.49% 16.52% 13.75% 28.79% 14.39%
Fundsmith Equity (Class I)
Accumulation | Global
0.00% 0.95% 0.00% 0.95% View factsheet 382.65 382.65 -7.69 0.97% 18-12-2018 21.56% 19.12% 27.39% 23.64% 7.72%
HL Multi-Manager Balanced Managed Trust
Accumulation | Mixed Investment 40-85% Shares
0.00% 1.44% 0.00% 1.44% View factsheet 224.00 224.00 -1.03 1.16% 17-12-2018 3.17% 6.81% 15.90% 10.98% -4.33%
HL Multi-Manager Income & Growth Trust
Accumulation | UK Equity Income
0.00% 1.30% 0.00% 1.30% View factsheet 180.75 180.75 -1.17 4.43% 17-12-2018 5.01% 8.85% 9.72% 9.90% -7.71%
HL Multi-Manager Special Situations Trust
Accumulation | Global
0.00% 1.49% 0.00% 1.49% View factsheet 352.95 352.95 -1.82 0.66% 17-12-2018 4.09% 9.75% 18.05% 16.64% -3.75%
LF Lindsell Train UK Equity (Class D)
Accumulation | UK All Companies
Wealth 150+ fund 0.00% 0.70% 0.19% i 0.51% View factsheet 160.83 160.83 +0.01 2.00% 17-12-2018 8.18% 14.39% 11.13% 21.20% 1.55%
Lindsell Train Global Equity (Class D)
Income | Global
Wealth 150+ fund 0.00% 0.74% 0.20% i 0.54% View factsheet 227.7 227.7 -3.04 0.90% 17-12-2018 11.88% 22.35% 23.76% 28.03% 14.26%
Marlborough UK Micro-Cap Growth (Class P)
Accumulation | UK Smaller Companies
Wealth 150+ fund 0.00% 0.79% 0.05% i 0.74% View factsheet 663.68 672.08 -22.09 0.59% 17-12-2018 2.60% 15.99% 14.31% 32.36% -9.78%
Royal London Sterling Extra Yield Bond (Class Y)
Income | GBP Strategic Bond
Wealth 150+ fund 0.00% 0.83% 0.43% i 0.40% View factsheet 103.46 103.46 -0.08 5.97% 17-12-2018 n/a 2.91% 9.67% 15.60% 2.43%
Standard Life Inv Global Smaller Companies (S)
Accumulation | Global
Wealth 150 fund 0.00% 1.05% 0.27% i 0.78% View factsheet 96.11 96.11 -1.84 0.10% 17-12-2018 -5.50% 16.54% 25.89% 25.14% 1.51%
Fund nameNet initial chargeAnnual chargesView factsheetCurrent priceEstimated yieldValuation dateDiscrete performance
Ongoing charge (OCF/TER)Ongoing savingNet ongoing chargeSell (p)Buy (p)Change (p)Dec 13
to
Dec 14
Dec 14
to
Dec 15
Dec 15
to
Dec 16
Dec 16
to
Dec 17
Dec 17
to
Dec 18
EdenTree Higher Income Class B
Income | Mixed Investment 40-85% Shares
Wealth 150+ fund 0.00% 0.78% 0.35% i 0.43% View factsheet 134.00 134.00 -0.90 4.56% 18-12-2018 4.77% 0.50% 15.99% 8.70% -2.52%
Fundsmith Equity (Class I)
Accumulation | Global
0.00% 0.95% 0.00% 0.95% View factsheet 382.65 382.65 -7.69 0.97% 18-12-2018 21.56% 19.12% 27.39% 23.64% 7.72%
HL Multi-Manager Balanced Managed Trust
Accumulation | Mixed Investment 40-85% Shares
0.00% 1.44% 0.00% 1.44% View factsheet 224.00 224.00 -1.03 1.16% 17-12-2018 3.17% 6.81% 15.90% 10.98% -4.33%
HL Multi-Manager Income & Growth Trust
Accumulation | UK Equity Income
0.00% 1.30% 0.00% 1.30% View factsheet 180.75 180.75 -1.17 4.43% 17-12-2018 5.01% 8.85% 9.72% 9.90% -7.71%
HL Multi-Manager Special Situations Trust
Accumulation | Global
0.00% 1.49% 0.00% 1.49% View factsheet 352.95 352.95 -1.82 0.66% 17-12-2018 4.09% 9.75% 18.05% 16.64% -3.75%
LF Lindsell Train UK Equity (Class D)
Accumulation | UK All Companies
Wealth 150+ fund 0.00% 0.70% 0.19% i 0.51% View factsheet 160.83 160.83 +0.01 2.00% 17-12-2018 8.18% 14.39% 11.13% 21.20% 1.55%
Lindsell Train Global Equity (Class D)
Income | Global
Wealth 150+ fund 0.00% 0.74% 0.20% i 0.54% View factsheet 227.7 227.7 -3.04 0.90% 17-12-2018 11.88% 22.35% 23.76% 28.03% 14.26%
Marlborough UK Micro-Cap Growth (Class P)
Accumulation | UK Smaller Companies
Wealth 150+ fund 0.00% 0.79% 0.05% i 0.74% View factsheet 663.68 672.08 -22.09 0.59% 17-12-2018 2.60% 15.99% 14.31% 32.36% -9.78%
Royal London Sterling Extra Yield Bond (Class Y)
Income | GBP Strategic Bond
Wealth 150+ fund 0.00% 0.83% 0.43% i 0.40% View factsheet 103.46 103.46 -0.08 5.97% 17-12-2018 n/a 2.91% 9.67% 15.60% 2.43%
Standard Life Inv Global Smaller Companies (S)
Accumulation | Global
Wealth 150 fund 0.00% 1.05% 0.27% i 0.78% View factsheet 96.11 96.11 -1.84 0.10% 17-12-2018 -5.50% 16.54% 25.89% 25.14% 1.51%
Fund nameNet initial chargeAnnual chargesView factsheetCurrent priceEstimated yieldValuation dateDiscrete performance
Ongoing charge (OCF/TER)Ongoing savingNet ongoing chargeSell (p)Buy (p)Change (p)Dec 13
to
Dec 14
Dec 14
to
Dec 15
Dec 15
to
Dec 16
Dec 16
to
Dec 17
Dec 17
to
Dec 18
Baillie Gifford American (Class B)
Accumulation | North America
0.00% 0.52% 0.00% 0.52% View factsheet 735.3 735.3 -6.40 0.60% 17-12-2018 13.18% 18.82% 28.24% 22.45% 23.00%
Baillie Gifford Global Discovery (Class B acc)
Accumulation | Global
0.00% 0.78% 0.00% 0.78% View factsheet 1,391.00 1,391.00 -10.00 0.00% 17-12-2018 4.49% 16.52% 13.75% 28.79% 14.39%
Fundsmith Equity (Class I)
Accumulation | Global
0.00% 0.95% 0.00% 0.95% View factsheet 382.65 382.65 -7.69 0.97% 18-12-2018 21.56% 19.12% 27.39% 23.64% 7.72%
HL Multi-Manager Balanced Managed Trust
Accumulation | Mixed Investment 40-85% Shares
0.00% 1.44% 0.00% 1.44% View factsheet 224.00 224.00 -1.03 1.16% 17-12-2018 3.17% 6.81% 15.90% 10.98% -4.33%
HL Multi-Manager Income & Growth Trust
Accumulation | UK Equity Income
0.00% 1.30% 0.00% 1.30% View factsheet 180.75 180.75 -1.17 4.43% 17-12-2018 5.01% 8.85% 9.72% 9.90% -7.71%
HL Multi-Manager Special Situations Trust
Accumulation | Global
0.00% 1.49% 0.00% 1.49% View factsheet 352.95 352.95 -1.82 0.66% 17-12-2018 4.09% 9.75% 18.05% 16.64% -3.75%
LF Lindsell Train UK Equity (Class D)
Accumulation | UK All Companies
Wealth 150+ fund 0.00% 0.70% 0.19% i 0.51% View factsheet 160.83 160.83 +0.01 2.00% 17-12-2018 8.18% 14.39% 11.13% 21.20% 1.55%
Lindsell Train Global Equity (Class D)
Income | Global
Wealth 150+ fund 0.00% 0.74% 0.20% i 0.54% View factsheet 227.7 227.7 -3.04 0.90% 17-12-2018 11.88% 22.35% 23.76% 28.03% 14.26%
Marlborough UK Micro-Cap Growth (Class P)
Accumulation | UK Smaller Companies
Wealth 150+ fund 0.00% 0.79% 0.05% i 0.74% View factsheet 663.68 672.08 -22.09 0.59% 17-12-2018 2.60% 15.99% 14.31% 32.36% -9.78%
Standard Life Inv Global Smaller Companies (S)
Accumulation | Global
Wealth 150 fund 0.00% 1.05% 0.27% i 0.78% View factsheet 96.11 96.11 -1.84 0.10% 17-12-2018 -5.50% 16.54% 25.89% 25.14% 1.51%

Wealth 150 fund This fund is part of the Wealth 150, a list of our favourite funds for investment across all sectors.

Wealth 150+ fund These are Wealth 150+ funds where we have negotiated super low charges for our clients.

Fund groups


AXA
F&C
GAM
M&G
SVM
UBS