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Invest in Smith & Williamson funds

No initial dealing fees on a great range of Smith & Williamson funds. Find out more

Important information: Please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. Our service is designed for people who want to make their own investment decisions without personalised advice. If you are unsure of the suitability of any investment for your circumstances, please seek advice. Tax rules can change and benefits depend on circumstances. Where the annual saving is paid as a loyalty bonus, it is paid tax-free in an ISA but may be subject to tax in a Fund & Share Account. Within a SIPP you can normally only access the money from age 55 (57 from 2028).

Hargreaves Lansdown – Award-winning fund dealing

Invest in a wide range of Smith & Williamson funds with Hargreaves Lansdown. You can open an account online in less than 5 minutes and pay no fees to buy and sell funds with a low cost income reinvestment service.

How to invest in Smith & Williamson funds

1Choose funds that match your investment goals

2 you want to invest in

3Open an account with as little as £25 a month or a lump sum of £100

Why invest with Hargreaves Lansdown

  • Free to buy and sell funds with a low cost reinvestment service
  • Exclusive expert analysis and research updates
  • We’re a financially secure FTSE 100 company
  • Market beating savings and low annual charge of just 0.45%, more on charges

Open an account and start investing in minutes

With HL, you can bring all your ISAs, pensions, SIPPs, funds and shares into one easy to manage place, putting you in control. To begin investing with us you will need to open an account. Choose from the following options in order to get started.

Stocks & Shares ISA

  • Tax free growth on your investments
  • Invest up to £20,000 this tax year
  • Access your money at any time

Open an ISA

More on ISAs

Fund & Share Account

  • Free to hold shares and low fund charges
  • Access your money at any time
  • Start investing from as little as £25 per month

Open an account

More on dealing accounts

Personal Pension(SIPP)

  • Up to 45% income tax relief
  • Access money from age 55: 25% tax free
  • Voted best SIPP provider 9 years running

Open a SIPP

More on pensions


Download your free guide to investing in funds

New to buying funds?

Whether you are a first-time investor, or a more experienced investor looking to find out more about investing in funds, this guide shows you how to choose funds, cut costs and build your own portfolio.

Download your free guide to investing in funds


Full list of Smith & Williamson funds

Net initial chargeAnnual chargeGo to
Ongoing charge (OCF/TER)Ongoing savingNet ongoing charge
SVS Sanlam Global Gold & Resources (B) (Inc) 0.00% 0.71% 0.00% 0.71% View factsheet for SVS Sanlam Global Gold & Resources (B) (Inc) Invest in SVS Sanlam Global Gold & Resources (B) (Inc)
Smith & Williamson MM Endurance Balanced Class B (Inc) 0.00% 1.58% 0.00% 1.58% View factsheet for Smith & Williamson MM Endurance Balanced Class B (Inc) Invest in Smith & Williamson MM Endurance Balanced Class B (Inc)
SVS BambuBlack Asia Income & Growth (Class B) (Inc) 0.00% 0.76% 0.00% 0.76% View factsheet for SVS BambuBlack Asia Income & Growth (Class B) (Inc) Invest in SVS BambuBlack Asia Income & Growth (Class B) (Inc)
SVS BambuBlack Asia ex-Japan All-Cap (Class B) (Acc) 0.00% 0.78% 0.00% 0.78% View factsheet for SVS BambuBlack Asia ex-Japan All-Cap (Class B) (Acc) Invest in SVS BambuBlack Asia ex-Japan All-Cap (Class B) (Acc)
Smith & Williamson MM Global Investment Fund B (Inc) 0.00% 1.93% 0.00% 1.93% View factsheet for Smith & Williamson MM Global Investment Fund B (Inc) Invest in Smith & Williamson MM Global Investment Fund B (Inc)
Evelyn Sustainable Adventurous Portfolio (GBP) (Acc) 0.00% 1.51% 0.00% 1.51% View factsheet for Evelyn Sustainable Adventurous Portfolio (GBP) (Acc) Invest in Evelyn Sustainable Adventurous Portfolio (GBP) (Acc)
Evelyn Sustainable Adventurous Portfolio (GBP) (Inc) 0.00% 1.51% 0.00% 1.51% View factsheet for Evelyn Sustainable Adventurous Portfolio (GBP) (Inc) Invest in Evelyn Sustainable Adventurous Portfolio (GBP) (Inc)
Evelyn Defensive Growth (Class K) (Inc) 0.00% 0.00% 0.00% 0.00% View factsheet for Evelyn Defensive Growth (Class K) (Inc) Invest in Evelyn Defensive Growth (Class K) (Inc)
SVS Dowgate Wealth European Growth (Class F) (Acc) 0.00% 0.98% 0.00% 0.98% View factsheet for SVS Dowgate Wealth European Growth (Class F) (Acc) Invest in SVS Dowgate Wealth European Growth (Class F) (Acc)
SVS Dowgate Wealth UK Small Cap Growth (Class F) (Acc) 0.00% 0.89% 0.00% 0.89% View factsheet for SVS Dowgate Wealth UK Small Cap Growth (Class F) (Acc) Invest in SVS Dowgate Wealth UK Small Cap Growth (Class F) (Acc)
SVS Aubrey Global Emerging Markets Fund (Class B) (Acc) 0.00% 1.15% 0.00% 1.15% View factsheet for SVS Aubrey Global Emerging Markets Fund (Class B) (Acc) Invest in SVS Aubrey Global Emerging Markets Fund (Class B) (Acc)
Zeus Dynamic Opportunities (Class B) (Acc) 0.00% 1.23% 0.00% 1.23% View factsheet for Zeus Dynamic Opportunities (Class B) (Acc) Invest in Zeus Dynamic Opportunities (Class B) (Acc)
Key Wealth Shortlist Wealth Shortlist fund

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