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Popular funds

Below are the most popular funds by net buys chosen by our clients in January, February and March 2025, listed in alphabetical order. Regular monthly investments are not included.

They are provided for your interest but are not a guide to how you should invest. Investing in these funds isn't right for everyone. Investors should only invest if the fund's objectives are aligned with their own, and there's a specific need for the type of investment being made. Investors should understand the specific risks of a fund before they invest, and make sure any new investment forms part of a diversified portfolio. There is a tiered annual charge to hold funds with HL of up to 0.45%, see our charges. If you’re unsure if an investment is suitable for your circumstances, please seek personal advice.

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)Apr 20
to
Apr 21
Apr 21
to
Apr 22
Apr 22
to
Apr 23
Apr 23
to
Apr 24
Apr 24
to
Apr 25
Artemis Global Income (Class I)
Accumulation | Global Equity Income
0.00% 0.87% 0.27% i 0.60% View factsheet 255.28 255.28 -0.45 3.16% 24-04-2025 42.43% 12.72% -1.74% 26.60% 16.64%
Artemis US Smaller Companies (Class I)
Accumulation | North American Smaller Cos
0.00% 0.86% 0.09% i 0.77% View factsheet 325.35 325.35 -3.64 0.00% 24-04-2025 62.96% -7.34% -11.17% 23.92% -9.34%
Baillie Gifford American (Class B)
Accumulation | North America
0.00% 0.52% 0.20% i 0.32% View factsheet 1,393.00 1,393.00 +18.00 0.00% 24-04-2025 87.25% -37.51% -16.76% 28.47% 6.18%
HL Adventurous Managed (Class A)
Accumulation | Volatility Managed
0.00% 0.90% 0.00% 0.90% View factsheet 112.9 112.9 +2.70 0.37% 23-04-2025 n/a n/a n/a 14.95% -3.37%
HL Balanced Managed (Class A)
Accumulation | Volatility Managed
0.00% 0.83% 0.00% 0.83% View factsheet 111.1 111.1 +1.40 1.45% 23-04-2025 n/a n/a n/a 8.82% 0.62%
HL Moderately Adventurous Managed (Class A)
Accumulation | Volatility Managed
0.00% 0.88% 0.00% 0.88% View factsheet 111.96 111.96 +2.00 1.03% 23-04-2025 n/a n/a n/a 11.52% -1.18%
HL Multi-Index Adventurous (Class A)
Accumulation | Volatility Managed
0.00% 0.30% 0.00% 0.30% View factsheet 99.73 99.73 +3.16 0.00% 23-04-2025 n/a n/a n/a n/a n/a
HL Multi-Index Cautious (D)
Accumulation | Volatility Managed
0.00% 0.30% 0.00% 0.30% View factsheet 110.99 110.99 +1.20 2.04% 23-04-2025 n/a n/a n/a n/a 3.60%
Rathbone Global Opportunities (Class S)
Accumulation | Global
0.00% 0.77% 0.26% i 0.51% View factsheet 209.36 209.36 +1.62 0.51% 24-04-2025 38.66% -2.23% 0.79% 18.78% 3.03%
WS Blue Whale Growth (Class I)
Accumulation | Global
0.00% 1.09% 0.25% i 0.84% View factsheet 229.25 229.25 +0.89 0.00% 24-04-2025 32.82% -9.97% 1.22% 35.83% -1.93%
Fund nameNet initial chargeAnnual chargesView factsheetCurrent priceEstimated yieldValuation dateDiscrete performance
Ongoing charge (OCF/TER)Ongoing savingNet ongoing chargeSell (p)Buy (p)Change (p)Apr 20
to
Apr 21
Apr 21
to
Apr 22
Apr 22
to
Apr 23
Apr 23
to
Apr 24
Apr 24
to
Apr 25
Artemis Global Income (Class I)
Accumulation | Global Equity Income
0.00% 0.87% 0.27% i 0.60% View factsheet 255.28 255.28 -0.45 3.16% 24-04-2025 42.43% 12.72% -1.74% 26.60% 16.64%
Artemis US Smaller Companies (Class I)
Accumulation | North American Smaller Cos
0.00% 0.86% 0.09% i 0.77% View factsheet 325.35 325.35 -3.64 0.00% 24-04-2025 62.96% -7.34% -11.17% 23.92% -9.34%
Baillie Gifford American (Class B)
Accumulation | North America
0.00% 0.52% 0.20% i 0.32% View factsheet 1,393.00 1,393.00 +18.00 0.00% 24-04-2025 87.25% -37.51% -16.76% 28.47% 6.18%
HL Adventurous Managed (Class A)
Accumulation | Volatility Managed
0.00% 0.90% 0.00% 0.90% View factsheet 112.9 112.9 +2.70 0.37% 23-04-2025 n/a n/a n/a 14.95% -3.37%
HL Balanced Managed (Class A)
Accumulation | Volatility Managed
0.00% 0.83% 0.00% 0.83% View factsheet 111.1 111.1 +1.40 1.45% 23-04-2025 n/a n/a n/a 8.82% 0.62%
HL Moderately Adventurous Managed (Class A)
Accumulation | Volatility Managed
0.00% 0.88% 0.00% 0.88% View factsheet 111.96 111.96 +2.00 1.03% 23-04-2025 n/a n/a n/a 11.52% -1.18%
HL Multi-Index Adventurous (Class A)
Accumulation | Volatility Managed
0.00% 0.30% 0.00% 0.30% View factsheet 99.73 99.73 +3.16 0.00% 23-04-2025 n/a n/a n/a n/a n/a
HL Multi-Index Moderately Adventurous (Class A)
Accumulation | Volatility Managed
0.00% 0.30% 0.00% 0.30% View factsheet 100.75 100.75 +2.79 1.53% 23-04-2025 n/a n/a n/a n/a n/a
Rathbone Global Opportunities (Class S)
Accumulation | Global
0.00% 0.77% 0.26% i 0.51% View factsheet 209.36 209.36 +1.62 0.51% 24-04-2025 38.66% -2.23% 0.79% 18.78% 3.03%
WS Blue Whale Growth (Class I)
Accumulation | Global
0.00% 1.09% 0.25% i 0.84% View factsheet 229.25 229.25 +0.89 0.00% 24-04-2025 32.82% -9.97% 1.22% 35.83% -1.93%
Fund nameNet initial chargeAnnual chargesView factsheetCurrent priceEstimated yieldValuation dateDiscrete performance
Ongoing charge (OCF/TER)Ongoing savingNet ongoing chargeSell (p)Buy (p)Change (p)Apr 20
to
Apr 21
Apr 21
to
Apr 22
Apr 22
to
Apr 23
Apr 23
to
Apr 24
Apr 24
to
Apr 25
Artemis Global Income (Class I)
Accumulation | Global Equity Income
0.00% 0.87% 0.27% i 0.60% View factsheet 255.28 255.28 -0.45 3.16% 24-04-2025 42.43% 12.72% -1.74% 26.60% 16.64%
Artemis Income (Class I)
Accumulation | UK Equity Income
0.00% 0.80% 0.21% i 0.59% View factsheet 726.54 726.54 -1.21 4.03% 24-04-2025 35.09% 8.60% 4.69% 9.44% 13.11%
Artemis US Smaller Companies (Class I)
Accumulation | North American Smaller Cos
0.00% 0.86% 0.09% i 0.77% View factsheet 325.35 325.35 -3.64 0.00% 24-04-2025 62.96% -7.34% -11.17% 23.92% -9.34%
Baillie Gifford American (Class B)
Accumulation | North America
0.00% 0.52% 0.20% i 0.32% View factsheet 1,393.00 1,393.00 +18.00 0.00% 24-04-2025 87.25% -37.51% -16.76% 28.47% 6.18%
Fidelity Global Dividend (Class W)
Accumulation | Global Equity Income
0.00% 0.92% 0.00% 0.92% View factsheet 381.7 381.7 -2.70 2.38% 24-04-2025 19.38% 6.31% 6.76% 9.39% 12.96%
HL Adventurous Managed (Class A)
Accumulation | Volatility Managed
0.00% 0.90% 0.00% 0.90% View factsheet 112.9 112.9 +2.70 0.37% 23-04-2025 n/a n/a n/a 14.95% -3.37%
HL Multi-Index Cautious (D)
Accumulation | Volatility Managed
0.00% 0.30% 0.00% 0.30% View factsheet 110.99 110.99 +1.20 2.04% 23-04-2025 n/a n/a n/a n/a 3.60%
Rathbone Global Opportunities (Class S)
Accumulation | Global
0.00% 0.77% 0.26% i 0.51% View factsheet 209.36 209.36 +1.62 0.51% 24-04-2025 38.66% -2.23% 0.79% 18.78% 3.03%
Troy Trojan (Class X)
Accumulation | Flexible Investment
0.00% 0.88% 0.25% i 0.63% View factsheet 142.12 142.12 +0.24 1.28% 24-04-2025 9.37% 7.79% -0.25% 3.00% 5.84%
WS Blue Whale Growth (Class I)
Accumulation | Global
0.00% 1.09% 0.25% i 0.84% View factsheet 229.25 229.25 +0.89 0.00% 24-04-2025 32.82% -9.97% 1.22% 35.83% -1.93%

Multi-Index Cautious and Multi-Index Moderately Adventurous are part of the Ready-Made Pension plan, the default pension investment for the HL SIPP. They can also be purchased separately.

The Hargreaves Lansdown fund range is managed by our sister company Hargreaves Lansdown Fund Managers Ltd.

Past performance isn't a guide to future returns. Source: HL, Broadridge, correct as at 27/03/2025. Performance data provided by FE correct as at previous working day. Prices provided by Morningstar.

Any gaps in performance data means figures aren’t available.

Yields vary and aren't a reliable guide to the income you'll get in future.

Wealth Shortlist This fund features on our Wealth Shortlist of funds chosen by our analysts for their long-term performance potential.