Popular funds
Below are the most popular funds by net buys chosen by our clients in October, November and December 2023, 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. The HL service is designed for investors who prefer to make their own investment decisions. 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 name | Net initial charge | Annual charges | View factsheet | Current price | Estimated yield | Valuation date | Discrete performance | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Ongoing charge (OCF/TER) | Ongoing saving | Net ongoing charge | Sell (p) | Buy (p) | Change (p) | Mar 19 to Mar 20 | Mar 20 to Mar 21 | Mar 21 to Mar 22 | Mar 22 to Mar 23 | Mar 23 to Mar 24 | ||||||
Fidelity Global Dividend (Class W) Accumulation | Global Equity Income |
0.00% | 0.93% | 0.00% | 0.93% | View factsheet | 335.6 | 335.6 | -0.80 | 2.51% | 18-03-2024 | -1.57% | 22.67% | 6.19% | 5.72% | 14.42% | |
Fidelity Global Technology (W GBP) Accumulation | Technology & Tech Innovations |
0.00% | 1.04% | 0.00% | 1.04% | View factsheet | 774.2 | 774.2 | +4.50 | 0.00% | 18-03-2024 | 4.20% | 79.50% | 8.88% | 2.85% | 27.65% | |
Fundsmith Equity (Class I) Accumulation | Global |
0.00% | 0.94% | 0.00% | 0.94% | View factsheet | 713.39 | 713.39 | -3.50 | 1.03% | 18-03-2024 | -0.42% | 33.64% | 5.53% | 3.82% | 16.91% | |
HL Adventurous Managed (Class A) Accumulation | Volatility Managed |
0.00% | 0.99% | 0.00% | 0.99% | View factsheet | 113.12 | 113.12 | -0.51 | 0.00% | 15-03-2024 | n/a | n/a | n/a | n/a | 18.57% | |
HL Balanced Managed (Class A) Accumulation | Volatility Managed |
0.00% | 0.92% | 0.00% | 0.92% | View factsheet | 108.62 | 108.62 | -0.32 | 0.00% | 15-03-2024 | n/a | n/a | n/a | n/a | 11.05% | |
HL Moderately Adventurous Managed (Class A) Accumulation | Volatility Managed |
0.00% | 0.98% | 0.00% | 0.98% | View factsheet | 110.48 | 110.48 | -0.46 | 0.00% | 15-03-2024 | n/a | n/a | n/a | n/a | 14.38% | |
Jupiter India (Class X) Accumulation | Specialist |
0.00% | 0.99% | 0.30% i | 0.69% | View factsheet | 241.02 | 241.02 | +1.85 | 0.20% | 18-03-2024 | -19.22% | 27.24% | 18.58% | 5.85% | 53.40% | |
Rathbone Global Opportunities (Class S) Accumulation | Global |
0.00% | 0.77% | 0.26% i | 0.51% | View factsheet | 202.37 | 202.37 | -1.15 | 0.61% | 18-03-2024 | -0.46% | 48.27% | -1.20% | 0.36% | 26.24% | |
Royal London Short Term Money Market (Class Y) Accumulation | Short Term Money Market |
0.00% | 0.10% | 0.00% | 0.10% | View factsheet | 109.71 | 109.71 | +0.04 | 4.17% | 18-03-2024 | 0.74% | 0.08% | 0.01% | 2.13% | 5.18% | |
Sanlam Global Artificial Intelligence (Class I) Accumulation | Specialist |
0.00% | 0.50% | 0.00% | 0.50% | View factsheet | 328.32 | 328.32 | -3.08 | 0.00% | 15-03-2024 | 5.32% | 68.59% | 0.93% | -0.90% | 34.80% |
Fund name | Net initial charge | Annual charges | View factsheet | Current price | Estimated yield | Valuation date | Discrete performance | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Ongoing charge (OCF/TER) | Ongoing saving | Net ongoing charge | Sell (p) | Buy (p) | Change (p) | Mar 19 to Mar 20 | Mar 20 to Mar 21 | Mar 21 to Mar 22 | Mar 22 to Mar 23 | Mar 23 to Mar 24 | ||||||
Fidelity Global Dividend (Class W) Accumulation | Global Equity Income |
0.00% | 0.93% | 0.00% | 0.93% | View factsheet | 335.6 | 335.6 | -0.80 | 2.51% | 18-03-2024 | -1.57% | 22.67% | 6.19% | 5.72% | 14.42% | |
Fidelity Global Technology (W GBP) Accumulation | Technology & Tech Innovations |
0.00% | 1.04% | 0.00% | 1.04% | View factsheet | 774.2 | 774.2 | +4.50 | 0.00% | 18-03-2024 | 4.20% | 79.50% | 8.88% | 2.85% | 27.65% | |
Fundsmith Equity (Class I) Accumulation | Global |
0.00% | 0.94% | 0.00% | 0.94% | View factsheet | 713.39 | 713.39 | -3.50 | 1.03% | 18-03-2024 | -0.42% | 33.64% | 5.53% | 3.82% | 16.91% | |
HL Adventurous Managed (Class A) Accumulation | Volatility Managed |
0.00% | 0.99% | 0.00% | 0.99% | View factsheet | 113.12 | 113.12 | -0.51 | 0.00% | 15-03-2024 | n/a | n/a | n/a | n/a | 18.57% | |
HL Balanced Managed (Class A) Accumulation | Volatility Managed |
0.00% | 0.92% | 0.00% | 0.92% | View factsheet | 108.62 | 108.62 | -0.32 | 0.00% | 15-03-2024 | n/a | n/a | n/a | n/a | 11.05% | |
HL Moderately Adventurous Managed (Class A) Accumulation | Volatility Managed |
0.00% | 0.98% | 0.00% | 0.98% | View factsheet | 110.48 | 110.48 | -0.46 | 0.00% | 15-03-2024 | n/a | n/a | n/a | n/a | 14.38% | |
Jupiter India (Class X) Accumulation | Specialist |
0.00% | 0.99% | 0.30% i | 0.69% | View factsheet | 241.02 | 241.02 | +1.85 | 0.20% | 18-03-2024 | -19.22% | 27.24% | 18.58% | 5.85% | 53.40% | |
Rathbone Global Opportunities (Class S) Accumulation | Global |
0.00% | 0.77% | 0.26% i | 0.51% | View factsheet | 202.37 | 202.37 | -1.15 | 0.61% | 18-03-2024 | -0.46% | 48.27% | -1.20% | 0.36% | 26.24% | |
Royal London Short Term Money Market (Class Y) Accumulation | Short Term Money Market |
0.00% | 0.10% | 0.00% | 0.10% | View factsheet | 109.71 | 109.71 | +0.04 | 4.17% | 18-03-2024 | 0.74% | 0.08% | 0.01% | 2.13% | 5.18% | |
Sanlam Global Artificial Intelligence (Class I) Accumulation | Specialist |
0.00% | 0.50% | 0.00% | 0.50% | View factsheet | 328.32 | 328.32 | -3.08 | 0.00% | 15-03-2024 | 5.32% | 68.59% | 0.93% | -0.90% | 34.80% |
Fund name | Net initial charge | Annual charges | View factsheet | Current price | Estimated yield | Valuation date | Discrete performance | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Ongoing charge (OCF/TER) | Ongoing saving | Net ongoing charge | Sell (p) | Buy (p) | Change (p) | Mar 19 to Mar 20 | Mar 20 to Mar 21 | Mar 21 to Mar 22 | Mar 22 to Mar 23 | Mar 23 to Mar 24 | ||||||
Baillie Gifford American (Class B) Accumulation | North America |
0.00% | 0.52% | 0.20% i | 0.32% | View factsheet | 1,331.00 | 1,331.00 | -6.00 | 0.00% | 18-03-2024 | 2.37% | 138.05% | -41.04% | -12.51% | 33.82% | |
Fidelity Global Dividend (Class W) Accumulation | Global Equity Income |
0.00% | 0.93% | 0.00% | 0.93% | View factsheet | 335.6 | 335.6 | -0.80 | 2.51% | 18-03-2024 | -1.57% | 22.67% | 6.19% | 5.72% | 14.42% | |
Fidelity Global Technology (W GBP) Accumulation | Technology & Tech Innovations |
0.00% | 1.04% | 0.00% | 1.04% | View factsheet | 774.2 | 774.2 | +4.50 | 0.00% | 18-03-2024 | 4.20% | 79.50% | 8.88% | 2.85% | 27.65% | |
Fundsmith Equity (Class I) Accumulation | Global |
0.00% | 0.94% | 0.00% | 0.94% | View factsheet | 713.39 | 713.39 | -3.50 | 1.03% | 18-03-2024 | -0.42% | 33.64% | 5.53% | 3.82% | 16.91% | |
HL Adventurous Managed (Class A) Accumulation | Volatility Managed |
0.00% | 0.99% | 0.00% | 0.99% | View factsheet | 113.12 | 113.12 | -0.51 | 0.00% | 15-03-2024 | n/a | n/a | n/a | n/a | 18.57% | |
HL Multi-Index Moderately Adventurous (Class D) Accumulation | Volatility Managed |
0.00% | 0.30% | 0.00% | 0.30% | View factsheet | 109.51 | 109.51 | -0.11 | 0.00% | 15-03-2024 | n/a | n/a | n/a | n/a | n/a | |
Jupiter India (Class X) Accumulation | Specialist |
0.00% | 0.99% | 0.30% i | 0.69% | View factsheet | 241.02 | 241.02 | +1.85 | 0.20% | 18-03-2024 | -19.22% | 27.24% | 18.58% | 5.85% | 53.40% | |
Rathbone Global Opportunities (Class S) Accumulation | Global |
0.00% | 0.77% | 0.26% i | 0.51% | View factsheet | 202.37 | 202.37 | -1.15 | 0.61% | 18-03-2024 | -0.46% | 48.27% | -1.20% | 0.36% | 26.24% | |
Royal London Short Term Money Market (Class Y) Accumulation | Short Term Money Market |
0.00% | 0.10% | 0.00% | 0.10% | View factsheet | 109.71 | 109.71 | +0.04 | 4.17% | 18-03-2024 | 0.74% | 0.08% | 0.01% | 2.13% | 5.18% | |
Sanlam Global Artificial Intelligence (Class I) Accumulation | Specialist |
0.00% | 0.50% | 0.00% | 0.50% | View factsheet | 328.32 | 328.32 | -3.08 | 0.00% | 15-03-2024 | 5.32% | 68.59% | 0.93% | -0.90% | 34.80% |
Money market funds are mainly invested in a combination of very short-dated investments. Find out more about money market funds and what you need to know.
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 31/01/2024. 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.