HL Multi-Manager Equity & Bond A Acc

Fund

Fund Info

  • Yield History2.66%
  • 3 Year sharpe0.61
  • 3 Year alpha0.33
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.37%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupHargreaves Lansdown
  • DomicileUnited Kingdom
  • ISINGB00B1434Z41

Investment Strategy

The investment objective of the Fund is to provide long term capital growth. The Fund will invest principally in collective investment schemes, the underlying investments of which consist of equities and/or floating and fixed interest securities. The Fund will invest in accordance with the FCA Rules for Non-UCITS Retail Schemes. Subject to these Rules, the underlying funds in which the Fund will invest will generally be established in Europe (including the UK, Jersey and Guernsey). The Fund has the flexibility to hold a broad spectrum of equity and fixed interest funds. On the equity segment, the Fund may have exposure to smaller companies and overseas markets. On the fixed interest segment, the Fund may have exposure to UK and overseas Government, Corporate or high yield bonds, and there are no overall constraints in terms of duration and credit ratings.