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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)May 20
to
May 21
May 21
to
May 22
May 22
to
May 23
May 23
to
May 24
May 24
to
May 25
Artemis Global Income (Class I)
Accumulation | Global Equity Income
0.00% 0.87% 0.27% i 0.60% View factsheet 271.96 271.96 -2.03 3.16% 19-05-2025 41.25% 10.10% -4.51% 33.39% 23.22%
Artemis US Smaller Companies (Class I)
Accumulation | North American Smaller Cos
0.00% 0.86% 0.09% i 0.77% View factsheet 351.84 351.84 -4.41 0.00% 19-05-2025 46.95% -10.13% -7.05% 33.65% -6.41%
Baillie Gifford American (Class B)
Accumulation | North America
0.00% 0.50% 0.20% i 0.30% View factsheet 1,627.00 1,627.00 -16.00 0.00% 19-05-2025 41.34% -37.54% -0.10% 28.87% 22.70%
HL Adventurous Managed (Class A)
Accumulation | Volatility Managed
0.00% 0.90% 0.00% 0.90% View factsheet 122.57 122.57 +0.70 0.37% 16-05-2025 n/a n/a n/a 19.72% 3.38%
HL Balanced Managed (Class A)
Accumulation | Volatility Managed
0.00% 0.83% 0.00% 0.83% View factsheet 116.25 116.25 +0.53 1.45% 16-05-2025 n/a n/a n/a 12.26% 3.42%
HL Moderately Adventurous Managed (Class A)
Accumulation | Volatility Managed
0.00% 0.88% 0.00% 0.88% View factsheet 119.55 119.55 +0.66 1.03% 16-05-2025 n/a n/a n/a 15.87% 3.61%
HL Multi-Index Adventurous (Class A)
Accumulation | Volatility Managed
0.00% 0.30% 0.00% 0.30% View factsheet 107.64 107.64 +0.63 0.00% 16-05-2025 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 113.18 113.18 +0.50 2.04% 16-05-2025 n/a n/a n/a n/a 4.35%
Rathbone Global Opportunities (Class S)
Accumulation | Global
0.00% 0.77% 0.26% i 0.51% View factsheet 225.81 225.81 -0.61 0.51% 19-05-2025 25.83% -5.88% 8.89% 22.74% 9.06%
WS Blue Whale Growth (Class I)
Accumulation | Global
0.00% 1.09% 0.25% i 0.84% View factsheet 256.41 256.41 -3.29 0.00% 19-05-2025 17.52% -11.12% 7.97% 42.39% 7.31%
Fund nameNet initial chargeAnnual chargesView factsheetCurrent priceEstimated yieldValuation dateDiscrete performance
Ongoing charge (OCF/TER)Ongoing savingNet ongoing chargeSell (p)Buy (p)Change (p)May 20
to
May 21
May 21
to
May 22
May 22
to
May 23
May 23
to
May 24
May 24
to
May 25
Artemis Global Income (Class I)
Accumulation | Global Equity Income
0.00% 0.87% 0.27% i 0.60% View factsheet 271.96 271.96 -2.03 3.16% 19-05-2025 41.25% 10.10% -4.51% 33.39% 23.22%
Artemis US Smaller Companies (Class I)
Accumulation | North American Smaller Cos
0.00% 0.86% 0.09% i 0.77% View factsheet 351.84 351.84 -4.41 0.00% 19-05-2025 46.95% -10.13% -7.05% 33.65% -6.41%
Baillie Gifford American (Class B)
Accumulation | North America
0.00% 0.50% 0.20% i 0.30% View factsheet 1,627.00 1,627.00 -16.00 0.00% 19-05-2025 41.34% -37.54% -0.10% 28.87% 22.70%
HL Adventurous Managed (Class A)
Accumulation | Volatility Managed
0.00% 0.90% 0.00% 0.90% View factsheet 122.57 122.57 +0.70 0.37% 16-05-2025 n/a n/a n/a 19.72% 3.38%
HL Balanced Managed (Class A)
Accumulation | Volatility Managed
0.00% 0.83% 0.00% 0.83% View factsheet 116.25 116.25 +0.53 1.45% 16-05-2025 n/a n/a n/a 12.26% 3.42%
HL Moderately Adventurous Managed (Class A)
Accumulation | Volatility Managed
0.00% 0.88% 0.00% 0.88% View factsheet 119.55 119.55 +0.66 1.03% 16-05-2025 n/a n/a n/a 15.87% 3.61%
HL Multi-Index Adventurous (Class A)
Accumulation | Volatility Managed
0.00% 0.30% 0.00% 0.30% View factsheet 107.64 107.64 +0.63 0.00% 16-05-2025 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 106.69 106.69 +0.53 1.53% 16-05-2025 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 225.81 225.81 -0.61 0.51% 19-05-2025 25.83% -5.88% 8.89% 22.74% 9.06%
WS Blue Whale Growth (Class I)
Accumulation | Global
0.00% 1.09% 0.25% i 0.84% View factsheet 256.41 256.41 -3.29 0.00% 19-05-2025 17.52% -11.12% 7.97% 42.39% 7.31%
Fund nameNet initial chargeAnnual chargesView factsheetCurrent priceEstimated yieldValuation dateDiscrete performance
Ongoing charge (OCF/TER)Ongoing savingNet ongoing chargeSell (p)Buy (p)Change (p)May 20
to
May 21
May 21
to
May 22
May 22
to
May 23
May 23
to
May 24
May 24
to
May 25
Artemis Global Income (Class I)
Accumulation | Global Equity Income
0.00% 0.87% 0.27% i 0.60% View factsheet 271.96 271.96 -2.03 3.16% 19-05-2025 41.25% 10.10% -4.51% 33.39% 23.22%
Artemis Income (Class I)
Accumulation | UK Equity Income
0.00% 0.80% 0.21% i 0.59% View factsheet 756.52 756.52 -3.37 4.03% 19-05-2025 35.45% 3.53% 6.80% 15.81% 13.12%
Artemis US Smaller Companies (Class I)
Accumulation | North American Smaller Cos
0.00% 0.86% 0.09% i 0.77% View factsheet 351.84 351.84 -4.41 0.00% 19-05-2025 46.95% -10.13% -7.05% 33.65% -6.41%
Baillie Gifford American (Class B)
Accumulation | North America
0.00% 0.50% 0.20% i 0.30% View factsheet 1,627.00 1,627.00 -16.00 0.00% 19-05-2025 41.34% -37.54% -0.10% 28.87% 22.70%
Fidelity Global Dividend (Class W)
Accumulation | Global Equity Income
0.00% 0.92% 0.00% 0.92% View factsheet 393.9 393.9 -2.10 2.38% 19-05-2025 17.46% 6.46% 5.24% 15.13% 12.66%
HL Adventurous Managed (Class A)
Accumulation | Volatility Managed
0.00% 0.90% 0.00% 0.90% View factsheet 122.57 122.57 +0.70 0.37% 16-05-2025 n/a n/a n/a 19.72% 3.38%
HL Multi-Index Cautious (D)
Accumulation | Volatility Managed
0.00% 0.30% 0.00% 0.30% View factsheet 113.18 113.18 +0.50 2.04% 16-05-2025 n/a n/a n/a n/a 4.35%
Rathbone Global Opportunities (Class S)
Accumulation | Global
0.00% 0.77% 0.26% i 0.51% View factsheet 225.81 225.81 -0.61 0.51% 19-05-2025 25.83% -5.88% 8.89% 22.74% 9.06%
Troy Trojan (Class X)
Accumulation | Flexible Investment
0.00% 0.88% 0.25% i 0.63% View factsheet 144.03 144.03 +0.15 1.27% 19-05-2025 7.98% 6.14% 0.95% 4.81% 5.85%
WS Blue Whale Growth (Class I)
Accumulation | Global
0.00% 1.09% 0.25% i 0.84% View factsheet 256.41 256.41 -3.29 0.00% 19-05-2025 17.52% -11.12% 7.97% 42.39% 7.31%

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.