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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 June

Below are the most popular Junior SIPP funds chosen by our HL Junior SIPP clients in June 2019. 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 June 2019.

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 14
to
Aug 15
Aug 15
to
Aug 16
Aug 16
to
Aug 17
Aug 17
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Aug 18
Aug 18
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Aug 19
Fund NameFund sizeNumber of holdingsIncome frequencyPayment typeCorrect as atGo to
BNY Mellon Global Income (Class U) Wealth 150 0.00% 0.80% 0.24% i 0.56% 196.89 196.89 -1.26 2.95% 6.60% 35.27% 11.53% 7.67% 11.89% £5299.9m 51 Quarterly Dividend 23/08/2019
Fundsmith Equity (Class I) 0.00% 0.95% 0.00% 0.95% 481.18 481.18 -3.42 1.58% 18.49% 40.81% 19.68% 16.94% 17.36% £15626.3m 28 Bi-annually Dividend 23/08/2019
HL Select Global Growth Shares 0.00% 0.60% 0.00% 0.60% 106.86 106.86 -0.84 0.00% n/a n/a n/a n/a n/a £364.3m 36 Bi-annually Dividend 23/08/2019
Legal & General International Index Trust (C) Wealth 150 0.00% 0.13% 0.05% i 0.08% 154.60 154.60 -0.60 1.80% 3.02% 27.94% 18.39% 11.71% 5.89% £2200.2m 2337 Bi-annually Dividend 23/08/2019
Legal & General UK Index (Class C) Wealth 150 0.00% 0.10% 0.06% i 0.04% 313.90 313.90 0.80 3.90% -0.76% 12.07% 11.83% 7.27% -1.10% £6709.9m 642 Bi-annually Dividend 23/08/2019
Legal & General US Index (Class C) Wealth 150 0.00% 0.10% 0.04% i 0.06% 605.80 605.80 -4.30 1.40% 8.71% 30.87% 16.95% 18.20% 8.59% £4299.3m 619 Bi-annually Dividend 23/08/2019
LF Lindsell Train UK Equity 0.00% 0.65% 0.00% 0.65% 484.19 484.19 0.24 1.80% 10.94% 20.02% 15.45% 13.32% 11.85% £7389.4m 24 Bi-annually Dividend 23/08/2019
Lindsell Train Global Equity (Class D) 0.00% 0.65% 0.15% i 0.50% 276.97 276.97 -0.44 0.90% 20.93% 26.85% 23.12% 22.52% 19.38% £8906.4m 29 Bi-annually Dividend 23/08/2019
Vanguard LifeStrategy 100% Equity 0.00% 0.22% 0.00% 0.22% 22408.07 22408.07 -326.46 1.79% 0.54% 25.33% 17.12% 10.28% 3.39% £1529.8m 10 Annually Dividend 23/08/2019
Vanguard LifeStrategy 80% Equity 0.00% 0.22% 0.00% 0.22% 20881.77 20881.77 -238.27 1.67% 1.45% 22.29% 13.18% 8.13% 4.57% £3074.1m 14 Annually Dividend 23/08/2019

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. HL Multi-Manager and Select Funds are managed by our sister company HL Fund Managers Ltd. HL plc shares are held in both the Lindsell Train UK Equity and Lindsell Train Global Equity funds.

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 50

More about Junior SIPP