HL Portfolio Building Blocks

New Fund Launch

Professionally managed, diversified investments to meet a range of objectives

Important information - This is designed for investors who want to make their own investment decisions without personal advice and understand how to build a diversified portfolio. If you are unsure of the suitability of an investment for your circumstances, please contact us for advice. Investments will fall as well as rise in value so you could get back less than you invest. The HL Funds are managed by our sister company Hargreaves Lansdown Fund Managers.

Why Portfolio Building Blocks?

Our range of Portfolio Building Block funds give you a convenient and diversified way to invest. You can choose from a range of funds invested in a variety of ways, depending on your needs and goals.

If you’re comfortable making your own investment decisions, you can use these funds to build a portfolio or add to an existing one if there’s a sector you’re looking for exposure to.

Building your own portfolio isn’t suitable for everyone. For a more hands-off approach, why not leave it to the experts by investing in a ready-made portfolio?

Find out more about Ready-made investments

Each fund invests with managers we believe have an edge over their peers.

What you’ll get:

A dedicated team of experts managing your investment for you
A diversified portfolio, with a mix of different funds and managers
Funds that can perform in a range of market conditions - we balance different manager investment styles that could perform well at different times

You’ll get a higher level of service with our fund of manager’s range. This means the cost is higher than for standard funds. Full details of the cost of each fund are shown below. As with all funds, you’ll also pay our platform charge of up to 0.45% each year.

Find out more about our charges

Approach to responsible investment

Our portfolio managers choose the underlying funds with Environmental, Social and Governance (ESG) considerations in mind. Find out more about what we do to invest your money responsibly.

Our Building Block range

Relative risk ratings should not be used to compare these funds with other investments. Data correct as at 24 September 2024.

Fund name	Sector	Fund size (£)	Level of risk	Ongoing Charge	Actions
New HL Global Equity Income Global income investing done for you by experts you can trust	Global Equity Income	-	Moderate to high	0.79%	More information inc. more on charges Key Investor Information Document Find out more
HL Global Corporate Bond A way to invest in bonds issued by companies from around the world	Global Corporate Bond	754.8mn	Moderate	0.62%	More information inc. more on charges Key Investor Information Document Find out more
HL US An innovative way to invest in the US	North America	1299.8mn	High	0.74%	More information inc. more on charges Key Investor Information Document Find out more
HL UK Income Our best UK Income manager picks in one investment	UK Equity Income	1854.7mn	High	1.08%	More information inc. more on charges Key Investor Information Document Find out more
HL Strategic Bond Our solutions for exposure to bonds	GBP Strategic Bond	703.1mn	Low to moderate	0.93%	More information inc. more on charges Key Investor Information Document Find out more
HL UK Growth Stock market exposure through the most talented fund managers in the UK	UK All Companies	160.3mn	High	1.12%	More information inc. more on charges Key Investor Information Document Find out more
HL European Managing a continent full of opportunities	Europe Excluding UK	170.0mn	High	1.26%	More information inc. more on charges Key Investor Information Document Find out more
HL Emerging Markets Access some of the world's fastest growing nations	Global Emerging Markets	148.4mn	High	1.18%	More information inc. more on charges Key Investor Information Document Find out more

Our Multi-Manager range

Relative risk ratings should not be used to compare these funds with other investments. Data correct as at 24 September 2024.

Fund name	Sector	Fund size (£)	Level of risk	Ongoing Charge	Actions
HL Special Situations Our favourite funds from across the world focused on delivering capital growth	Global	1782.3mn	Moderate to high	1.09%	More information inc. more on charges Key Investor Information Document Find out more
HL High Income Aims to provide a monthly income by investing in a wide range of different types of investment	Mixed Investment 20-60% Shares	443.4mn	Moderate	0.98%	More information inc. more on charges Key Investor Information Document Find out more

Fund name

Sector

Fund size (£)

Level of risk

Ongoing Charge

Actions