Multi-Manager Funds

Take the strain out of investing

A multi-manager fund is a managed portfolio of funds offering investors a ready made and broadly diversified portfolio with one easy investment.

For first time investors in need of a simple way to invest in the stock market or for more experienced investors looking for a broadly based fund around which to group specialised holdings, each HL Multi-Manager fund provides a professionally monitored portfolio of what we believe are some the best fund managers in their field.

Why consider a multi-manager fund?

• Actively managed - With over 2,000 funds available which do you choose? Then do you have the time to monitor your holdings and make changes when required? Once you have chosen which multi-manager fund is right for you, you can leave all these questions to a professional manager.
• Diversification - The objectives of each multi-manager fund is different but they all aim to offer a well diversified portfolio so you are not over-exposed to any one particular area.
• Ease and simplicity – Over time investments tend to be acquired piecemeal. Switching them into a multi-manager can bring balance to your portfolio, save you time and tax, and increase the performance potential.
• Tax savings – Within multi-manager funds, the managers can make changes whenever they see fit without having to pay Capital Gains Tax (CGT). You only pay CGT when you sell and only then if the gain takes you over your annual CGT limit. Of course, gains within an ISA or SIPP are tax free anyway.

Make it easy on yourself

Hargreaves Lansdown offer four multi-manager funds. Each one is available with initial savings of 5% and annual savings of up to 0.15%.

Hargreaves Lansdown multi-manager funds

• HL Multi-Manager Income and Growth
• HL Multi-Manager Balanced Managed
• HL Multi-Manager Cautious Managed
• HL Multi-Manager Special Situations