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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)Aug 13
to
Aug 14
Aug 14
to
Aug 15
Aug 15
to
Aug 16
Aug 16
to
Aug 17
Aug 17
to
Aug 18
Baillie Gifford Global Discovery (Class B acc)
Accumulation | Global
0.00% 0.79% 0.00% 0.79% View factsheet 1,562.00 1,562.00 -13.00 0.00% 14-08-2018 4.27% 20.90% 16.15% 15.65% 40.88%
Fundsmith Equity (Class I)
Accumulation | Global
0.00% 0.97% 0.00% 0.97% View factsheet 409.75 409.75 +0.23 0.97% 14-08-2018 7.07% 24.75% 39.52% 14.55% 19.96%
HL Multi-Manager Balanced Managed Trust
Accumulation | Mixed Investment 40-85% Shares
0.00% 1.44% 0.00% 1.44% View factsheet 240.64 253.05 -2.08 1.01% 14-08-2018 2.85% 9.57% 10.80% 12.63% 4.74%
HL Multi-Manager Income & Growth Trust
Accumulation | UK Equity Income
0.00% 1.30% 0.00% 1.30% View factsheet 202.81 213.1 -1.92 4.06% 14-08-2018 7.03% 13.04% 4.29% 11.19% 4.84%
HL Multi-Manager Special Situations Trust
Accumulation | Global
0.00% 1.49% 0.00% 1.49% View factsheet 383.49 403.66 -3.81 0.55% 14-08-2018 3.86% 13.62% 11.78% 18.63% 7.49%
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 176.22 176.22 +1.80 1.90% 14-08-2018 3.64% 18.51% 16.92% 12.43% 14.90%
Lindsell Train Global Equity (Class D)
Income | Global
Wealth 150+ fund 0.00% 0.74% 0.20% i 0.54% View factsheet 234.25 234.25 +1.11 0.90% 14-08-2018 5.96% 30.05% 23.68% 18.85% 24.41%
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 778.32 788.17 +1.94 0.66% 14-08-2018 24.57% 13.75% 5.12% 30.78% 14.16%
Royal London Sterling Extra Yield Bond (Class Y)
Income | GBP Strategic Bond
Wealth 150+ fund 0.00% 0.84% 0.44% i 0.40% View factsheet 106.19 106.19 -0.10 6.02% 13-08-2018 n/a 3.79% 7.53% 13.19% 6.93%
Standard Life Inv Global Smaller Companies (S)
Accumulation | Global
Wealth 150 fund 0.00% 1.06% 0.27% i 0.79% View factsheet 115.2 115.2 -1.20 0.10% 14-08-2018 -2.35% 18.68% 27.38% 24.83% 24.96%
Fund nameNet initial chargeAnnual chargesView factsheetCurrent priceEstimated yieldValuation dateDiscrete performance
Ongoing charge (OCF/TER)Ongoing savingNet ongoing chargeSell (p)Buy (p)Change (p)Aug 13
to
Aug 14
Aug 14
to
Aug 15
Aug 15
to
Aug 16
Aug 16
to
Aug 17
Aug 17
to
Aug 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 143.2 143.2 -0.10 4.19% 14-08-2018 7.66% 4.27% 9.36% 8.46% 5.45%
Fundsmith Equity (Class I)
Accumulation | Global
0.00% 0.97% 0.00% 0.97% View factsheet 409.75 409.75 +0.23 0.97% 14-08-2018 7.07% 24.75% 39.52% 14.55% 19.96%
HL Multi-Manager Balanced Managed Trust
Accumulation | Mixed Investment 40-85% Shares
0.00% 1.44% 0.00% 1.44% View factsheet 240.64 253.05 -2.08 1.01% 14-08-2018 2.85% 9.57% 10.80% 12.63% 4.74%
HL Multi-Manager Income & Growth Trust
Accumulation | UK Equity Income
0.00% 1.30% 0.00% 1.30% View factsheet 202.81 213.1 -1.92 4.06% 14-08-2018 7.03% 13.04% 4.29% 11.19% 4.84%
HL Multi-Manager Special Situations Trust
Accumulation | Global
0.00% 1.49% 0.00% 1.49% View factsheet 383.49 403.66 -3.81 0.55% 14-08-2018 3.86% 13.62% 11.78% 18.63% 7.49%
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 176.22 176.22 +1.80 1.90% 14-08-2018 3.64% 18.51% 16.92% 12.43% 14.90%
Lindsell Train Global Equity (Class D)
Income | Global
Wealth 150+ fund 0.00% 0.74% 0.20% i 0.54% View factsheet 234.25 234.25 +1.11 0.90% 14-08-2018 5.96% 30.05% 23.68% 18.85% 24.41%
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 778.32 788.17 +1.94 0.66% 14-08-2018 24.57% 13.75% 5.12% 30.78% 14.16%
Royal London Sterling Extra Yield Bond (Class Y)
Income | GBP Strategic Bond
Wealth 150+ fund 0.00% 0.84% 0.44% i 0.40% View factsheet 106.19 106.19 -0.10 6.02% 13-08-2018 n/a 3.79% 7.53% 13.19% 6.93%
Standard Life Inv Global Smaller Companies (S)
Accumulation | Global
Wealth 150 fund 0.00% 1.06% 0.27% i 0.79% View factsheet 115.2 115.2 -1.20 0.10% 14-08-2018 -2.35% 18.68% 27.38% 24.83% 24.96%
Fund nameNet initial chargeAnnual chargesView factsheetCurrent priceEstimated yieldValuation dateDiscrete performance
Ongoing charge (OCF/TER)Ongoing savingNet ongoing chargeSell (p)Buy (p)Change (p)Aug 13
to
Aug 14
Aug 14
to
Aug 15
Aug 15
to
Aug 16
Aug 16
to
Aug 17
Aug 17
to
Aug 18
Baillie Gifford American (Class B)
Accumulation | North America
0.00% 0.52% 0.00% 0.52% View factsheet 826.9 826.9 -5.80 0.60% 14-08-2018 0.59% 23.62% 30.69% 20.95% 47.35%
Baillie Gifford Global Discovery (Class B acc)
Accumulation | Global
0.00% 0.79% 0.00% 0.79% View factsheet 1,562.00 1,562.00 -13.00 0.00% 14-08-2018 4.27% 20.90% 16.15% 15.65% 40.88%
Fundsmith Equity (Class I)
Accumulation | Global
0.00% 0.97% 0.00% 0.97% View factsheet 409.75 409.75 +0.23 0.97% 14-08-2018 7.07% 24.75% 39.52% 14.55% 19.96%
HL Multi-Manager Balanced Managed Trust
Accumulation | Mixed Investment 40-85% Shares
0.00% 1.44% 0.00% 1.44% View factsheet 240.64 253.05 -2.08 1.01% 14-08-2018 2.85% 9.57% 10.80% 12.63% 4.74%
HL Multi-Manager Income & Growth Trust
Accumulation | UK Equity Income
0.00% 1.30% 0.00% 1.30% View factsheet 202.81 213.1 -1.92 4.06% 14-08-2018 7.03% 13.04% 4.29% 11.19% 4.84%
HL Multi-Manager Special Situations Trust
Accumulation | Global
0.00% 1.49% 0.00% 1.49% View factsheet 383.49 403.66 -3.81 0.55% 14-08-2018 3.86% 13.62% 11.78% 18.63% 7.49%
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 176.22 176.22 +1.80 1.90% 14-08-2018 3.64% 18.51% 16.92% 12.43% 14.90%
Lindsell Train Global Equity (Class D)
Income | Global
Wealth 150+ fund 0.00% 0.74% 0.20% i 0.54% View factsheet 234.25 234.25 +1.11 0.90% 14-08-2018 5.96% 30.05% 23.68% 18.85% 24.41%
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 778.32 788.17 +1.94 0.66% 14-08-2018 24.57% 13.75% 5.12% 30.78% 14.16%
Standard Life Inv Global Smaller Companies (S)
Accumulation | Global
Wealth 150 fund 0.00% 1.06% 0.27% i 0.79% View factsheet 115.2 115.2 -1.20 0.10% 14-08-2018 -2.35% 18.68% 27.38% 24.83% 24.96%

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