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HL US Fund Class A - Accumulation (GBP)

Sell:135.60p Buy:135.60p Change: 1.15p (0.86%)
Prices as at 19 December 2024
Sell:135.60p
Buy:135.60p
Change: 1.15p (0.86%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 19 December 2024
Sell:135.60p
Buy:135.60p
Change: 1.15p (0.86%)
Prices as at 19 December 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund is managed by our sister company, Hargreaves Lansdown Fund Managers Ltd. To avoid any conflicts of interest, we do not provide research for this fund. If you do wish to find out more about this fund, and others in the range, please visit our dedicated HL Fund Manager Fund pages.

Our view on the sector

UK investors need little introduction to America. It's the world's biggest stock market and is home to world-leading companies in almost every industry there is, from media and film, through to manufacturing and transportation. We think most diversified portfolios should have some exposure to the US market. But it's one of the most heavily researched in the world so share prices of well-known companies can react quickly to new information. We think this can make it more difficult for fund managers to find opportunities missed by others and to consistently perform better than the broader market over the long term. Many funds investing in the US aim to grow the value of your original investment, rather than pay a high level of income. Some focus on the largest companies in the market. Others look for opportunities amongst small and medium-sized companies, which may offer greater growth potential, but are higher risk.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

20/12/19 to 20/12/20 20/12/20 to 20/12/21 20/12/21 to 20/12/22 20/12/22 to 20/12/23 20/12/23 to 20/12/24
Annual return n/a n/a n/a 15.64% 22.27%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Thomas Wells
Manager start date: 12 October 2022
Manager located in:

Thomas joined Hargreaves Lansdown as a fund manager within the multi manager team in December 2021. He co-manages the HL Multi-Manager Asia & Emerging Markets, HL Multi Manager High Income, and the HL US Fund. Prior to joining Hargreaves Lansdown, Thomas was a multi-asset fund manager at Aviva Investors, where he was responsible for managing the Aviva Investors Multi Asset Fund (MAF) range, Aviva Investors Multi-Manager portfolios and the Aviva Diversified

manager photo
Manager Name: Ziad Gergi
Manager start date: 12 October 2022
Manager located in: Bristol

Ziad started his investment career with Barclays in 2005 as an equity portfolio manager and sector analyst in Paris. He moved to their London office in 2011 to join the multi-manager team covering various equity markets and managing the firm's mixed assets. Ziad holds Masters degrees in both Economics & Management, as well as being a CFA charterholder

manager photo
Manager Name: Roger Clark
Manager start date: 12 October 2022
Manager located in: Bristol

Roger holds a BA (Hons) in Management and Statistics from the University of Exeter. Roger joined Hargreaves Lansdown in January 2004, became a member of the Investment team in January 2006 and became a Fund Manager in 2007. Roger has been co-manager of the HL Multi-Manager European and HL Multi-Manager Asia & Emerging Markets funds since their launches in February 2015 and April 2015 respectively. He has also been co-manager of HL Multi-Manager UK Growth since July 2019 and the HL US Fund since 2022. Roger passed the Investment Management Certificate exam and is a Chartered Alternative Investment Analyst (CAIA).

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account