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JISA

Junior SIPP investment ideas

Investment ideas from our experts, plus the most popular funds in May

Open a Junior SIPP

Investment ideas from our experts

Junior SIPP investments are made with an investment horizon spanning multiple decades. When investing for such a long period you can follow an adventurous strategy that will hopefully bring greater rewards, although you shouldn’t take more risk than you’re comfortable with.

Our team of experts have recently highlighted three funds they feel present promising investment opportunities for Junior SIPP investors.

HL Multi-Manager Special Situations
HL Multi-Manager Special Situations

HL Multi-Manager Special Situations

Our favourite funds from around the world in a single investment, looked after by our expert team. We think this fund’s multi-manager approach justifies its extra costs and believe it could act as the core to a Junior SIPP portfolio.


Schroder Small Cap Discovery
Schroder Small Cap Discovery

Schroder Small Cap Discovery

Invests in higher-risk smaller companies in faster-growing developing countries – a potent combination for Junior SIPP investors seeking to grow capital over the long term.


Jupiter Income
Jupiter Income

Jupiter Income

Ben Whitmore invests in companies that have fallen on hard times but where there’s scope for a transformation in fortunes. The manager’s contrarian approach could bring diversification to a Junior SIPP portfolio.


Important information: These ideas are provided for your interest but are not a guide to how you should invest. Our service is designed for investors who prefer to make their own investment decisions. Once held in a pension, money is not usually accessible until age 55 (57 from 2028). Please ensure you have read the HL SIPP Key Features, Terms & Conditions and Important Investment Notes before investing. There is a tiered annual charge to hold funds in the HL Service of just 0.45%, see our charges. If you are unsure an investment is right for you or your child, please seek advice.

Most popular Junior SIPP funds in May

Below are the most popular Junior SIPP funds chosen by our HL Junior SIPP clients in May 2018. These are provided for your interest but are not a guide as to how you should invest. Investments should be chosen based on your own objectives and attitude to risk. Regular savings plan investments are not included. Funds are listed in alphabetical order. Source: HL (internal) - Fund movements in May 2018.

Charges | Prices & yields | Annual percentage growth | Features and income

Fund NameNet initial chargeOngoing charge (OCF/TER)Ongoing savingNet ongoing chargeGo to
Fund NameCurrent priceEstimated yield
(variable and not guaranteed)
Go to
Sell (p)Buy (p)Change (p)
Fund NameDiscrete performanceGo to
Aug 13
to
Aug 14
Aug 14
to
Aug 15
Aug 15
to
Aug 16
Aug 16
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Aug 17
Aug 17
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Aug 18
Fund NameFund sizeNumber of holdingsIncome frequencyPayment typeCorrect as atGo to
BlackRock Asia Special Situations (Class D) 0.00% 0.97% 0.00% 0.97% 184.30 185.20 -0.20 0.99% n/a 7.54% 33.45% 22.09% -4.35% £323.2m 46 Bi-annually Dividend 17/08/2018
Fundsmith Equity (Class I) 0.00% 0.97% 0.00% 0.97% 412.21 412.21 1.72 0.97% 11.00% 23.15% 39.54% 17.44% 17.50% £13994.0m 28 Bi-annually Dividend 17/08/2018
HL Multi-Manager Special Situations Trust 0.00% 1.49% 0.00% 1.49% 382.74 402.82 -0.21 0.55% 5.45% 12.43% 12.36% 18.12% 6.20% £1877.0m 21 Bi-annually Dividend 17/08/2018
Legal & General International Index Trust (C) Core tracker 0.00% 0.13% 0.05% i 0.08% 145.80 145.80 0.20 1.90% n/a 8.86% 24.46% 16.91% 11.40% £1807.6m 2353 Bi-annually Dividend 17/08/2018
LF Lindsell Train UK Equity (Class D) Wealth 150+ 0.00% 0.70% 0.19% i 0.51% 175.76 175.76 0.76 1.90% 7.00% 16.71% 16.95% 14.99% 12.77% £5619.3m 25 Bi-annually Dividend 17/08/2018
Lindsell Train Global Equity (Class D) Wealth 150+ 0.00% 0.74% 0.20% i 0.54% 233.97 233.97 1.37 0.90% 9.43% 28.45% 23.69% 20.80% 22.13% £5065.3m 29 Bi-annually Dividend 17/08/2018
Marlborough UK Micro-Cap Growth (Class P) Wealth 150+ 0.00% 0.79% 0.05% i 0.74% 775.35 785.16 19.70 0.66% 24.58% 13.54% 5.31% 35.99% 6.50% £1272.8m 283 Annually Dividend 17/08/2018
Standard Life Inv Global Smaller Companies (S) Wealth 150 0.00% 1.06% 0.27% i 0.79% 114.80 114.80 0.40 0.10% 0.90% 16.76% 29.22% 25.07% 20.55% £1309.4m 53 Annually Dividend 17/08/2018
Stewart Investors Asia Pacific Leaders (Class B) Wealth 150+ 0.00% 0.91% 0.05% i 0.86% 763.51 763.51 3.40 1.01% 11.10% 4.88% 26.55% 6.71% 11.28% £8063.0m 46 Bi-annually Dividend 17/08/2018
Vanguard LifeStrategy 100% Equity 0.00% 0.22% 0.00% 0.22% 21956.55 21956.55 77.60 1.65% 7.93% 8.20% 19.96% 15.82% 9.76% £998.8m 10 Annually Dividend 16/08/2018

Wealth 150 Wealth 150 Wealth 150+ Wealth 150+ Core tracker Core Tracker n/a - Full year data before date show is not available

Please remember, past performance is not a guide to future returns. All investments can go down as well as up in value, so you could get back less than you invest. Yields are variable and not guaranteed. Tax rules can change and the value of any tax shelter depends on individual circumstances. Hargreaves Lansdown Multi-Manager funds are managed by our sister company Hargreaves Lansdown Fund Managers.

Other investment ideas

Our research team have produced a Master Portfolio for Junior SIPP investment. This Master Portfolio is designed to provide ideas - it is not advice and potential investors should look carefully at the fund choices and see if they fit their own requirements.

View our master portfolios

View our Wealth 150

More about Junior SIPP