Sell: 138.89p|Buy: 138.89p|
1.52p (1.11%)
Correct as at 21/11/2024
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. Past performance is not a guide to the future.
TOO BIG TO IGNORE
Investors looking to build a diversified portfolio should consider investing in the US.
The United States of America makes up over half of the global stock market. It’s the world’s biggest economy and home to some of the globe’s largest companies.
Put simply, it’s too big to ignore. Which is why we’ve launched the HL US Fund.
The US is home to the world’s two biggest Stock Exchanges – the New York Stock Exchange and the Nasdaq.
How the HL US Fund works
HL’s experts have hand-picked a team of external fund managers who they believe offer the best potential for long-term performance. The external fund managers manage their own portions of the fund and we’ve given them clear boundaries on how to run them following their tried and tested strategies.
This fund aims to invest in US shares for long-term growth. And could be used by people who are comfortable building their own portfolios. It could fit well in a portfolio that would benefit from exposure to the US.
You can invest with a lump sum of £100 or £25 by Direct Debit.
HL Fund Manager Ziad Gergi discusses the HL US Fund.
With one investment you’ll get:
-
Diversification
The HL US Fund invests in a wide number of the largest companies from different areas in the world’s biggest economy. The fund also has the flexibility to invest in faster growing, smaller companies where it sees potential, this increases the risk of the fund. -
Great managers
We’ve considered over 2,000 unique strategies to pick a team of managers that complement each other. We’ve picked four fund managers that we think offer great investment potential. They’re experienced and have demonstrated strong processes to generate returns for investors, though of course nothing is guaranteed. -
A balanced approach
The HL US Fund brings together managers with different styles, looking for growth and value. Whatever the market outlook the fund aims to be in a position to benefit. -
The opportunity to beat the market
Unlike an index fund, the HL US Fund is actively managed so there’s potential to beat the market. The fund aims to outperform its benchmark, the MSCI USA index, over the long-term (at least 5 years), after charges. -
HL expertise
HL's own fund managers oversee this fund, making sure each manager stays on track and aligns with the fund's objectives. They'll hold fund managers to account and make sure they're following their strategy.
HL Fund Managers Ziad Gergi, Roger Clark and Thomas Wells.
Investing in funds isn't right for everyone, if you're unsure learn more about whether you should save or invest. You should only invest if the fund's objectives are aligned with your own, and there's a specific need for the type of investment being made. You should understand the specific risks of the fund before you invest, and make sure any new investment forms part of a diversified portfolio.
Investments will fall as well as rise in value so you could get back less than you invest. We recommend you hold this fund for a minimum of 5 years.
This is designed for investors who want to make their own investment decisions without personal advice. If you are unsure of the suitability of an investment for your circumstances, please contact us for advice.
Before making an investment, please read the key investor information, HL key features, terms and conditions.
Costs
Data correct as at 24 May 2024.
Yearly charge based on an example £1,000 investment:
Initial charge
Ongoing charge
HL platform fee
Total charge
Initial charge
Ongoing charge
(OCF/TER)
HL platform fee
Total charge
The ongoing charge is taken directly from the fund. This covers the management of the fund and all expenses other than transactional fees which are charged on top of this, these costs are incurred by all funds when shares are bought or sold and are reflected in the fund’s price.
The HL platform fee is our charge for looking after your investments which won't be over 0.45% per year. Both of these charges will be payable if you want to hold the fund with HL, amounting to a maximum of just 1.19% in total per year. The above example assumes no growth.
This fund is managed by Hargreaves Lansdown Fund Managers Ltd, part of the Hargreaves Lansdown Group. If you invest, HL will receive the fund's management charge, as well as the platform fee.
Building out your portfolio?
If you’re comfortable building out your own portfolio and would like HL’s dedicated team of fund managers to look after more of your investments, consider HL's Portfolio Building Block funds:
- They can be used to build a portfolio or add to an existing one
- They provide a simple way to diversify across sectors
- Over 400,000 investors already trust HL's expert fund management teams with more than £10bn of their money