Any income the fund produces will be paid into your HL account as cash. You can then decide what you want to do with it. Usually used by investors whose overall goal is income.
Any income the fund produces will be reinvested back into the fund by the manager, increasing the price of the units. Usually used by investors whose overall goal is growth.
Actively managed funds aim to perform better than their benchmark over the long term.
Trackers aim to track their index as closely as possible.
Wealth Shortlist
The Wealth Shortlist features funds selected by our analysts for their performance potential.
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Ongoing charge(OCF/ TER)
Charges eat into a fund’s performance. We think you should pay as little as possible to invest.
Yield
A measure of income paid, shown as a percentage of the current unit price of the fund.
Income Type
Income Frequency
Performance (1 year)
Performance (3 year)
Performance (5 year)
Fund size
Number of holdings
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