Invest in Smith & Williamson funds

No initial dealing fees on a great range of Smith & Williamson funds. Find out more

Important information: Please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. Our service is designed for people who want to make their own investment decisions without personalised advice. If you are unsure of the suitability of any investment for your circumstances, please seek advice. Tax rules can change and benefits depend on circumstances. Where the annual saving is paid as a loyalty bonus, it is paid tax-free in an ISA but may be subject to tax in a Fund & Share Account. Within a SIPP you can normally only access the money from age 55 (57 from 2028).

Invest in an ISA Invest in a Fund & Share Account

Hargreaves Lansdown – Award-winning fund dealing

Invest in a wide range of Smith & Williamson funds with Hargreaves Lansdown. You can open an account online in less than 5 minutes and pay no fees to buy and sell funds with a low cost income reinvestment service.

How to invest in Smith & Williamson funds

1Choose funds that match your investment goals

2Select an account you want to invest in

3Open an account with as little as £25 a month or a lump sum of £100

Why invest with Hargreaves Lansdown

Free to buy and sell funds with a low cost reinvestment service
Exclusive expert analysis and research updates
We’re a financially secure FTSE-listed company
Market beating savings and low annual charge of just 0.45%, more on charges

Invest in an ISA Invest in a Fund & Share Account

	Net initial charge	Annual charge	Go to
SVS Sanlam North American (Class B) (Inc)	0.00%	0.69%	0.00%	0.69%	View factsheet for SVS Sanlam North American (Class B) (Inc) Invest in SVS Sanlam North American (Class B) (Inc)

Open an account and start investing in minutes

With HL, you can bring all your ISAs, pensions, SIPPs, funds and shares into one easy to manage place, putting you in control. To begin investing with us you will need to open an account. Choose from the following options in order to get started.

Stocks & Shares ISA

Tax free growth on your investments
Invest up to £20,000 this tax year
Access your money at any time

Open an ISA

More on ISAs

Fund & Share Account

Free to hold shares and low fund charges
Access your money at any time
Start investing from as little as £25 per month

Open an account

More on dealing accounts

Personal Pension(SIPP)

Up to 45% income tax relief
Access money from age 55: 25% tax free
Voted best SIPP provider 9 years running

Open a SIPP

More on pensions

Download your free guide to investing in funds

New to buying funds?

Whether you are a first-time investor, or a more experienced investor looking to find out more about investing in funds, this guide shows you how to choose funds, cut costs and build your own portfolio.

Download your free guide to investing in funds

Full list of Smith & Williamson funds

	Net initial charge	Annual charge			Go to
	Net initial charge	Ongoing charge (OCF/TER)	Ongoing saving	Net ongoing charge	Go to
Evelyn MM Endurance Balanced Class B (Inc)	0.00%	1.25%	0.00%	1.25%	View factsheet for Evelyn MM Endurance Balanced Class B (Inc) Invest in Evelyn MM Endurance Balanced Class B (Inc)
Evelyn MM Global Investment Class B (Inc)	0.00%	0.85%	0.00%	0.85%	View factsheet for Evelyn MM Global Investment Class B (Inc) Invest in Evelyn MM Global Investment Class B (Inc)
Evelyn Sustainable Adventurous Portfolio (GBP) (Acc)	0.00%	1.69%	0.00%	1.69%	View factsheet for Evelyn Sustainable Adventurous Portfolio (GBP) (Acc) Invest in Evelyn Sustainable Adventurous Portfolio (GBP) (Acc)
Evelyn Sustainable Adventurous Portfolio (GBP) (Inc)	0.00%	1.69%	0.00%	1.69%	View factsheet for Evelyn Sustainable Adventurous Portfolio (GBP) (Inc) Invest in Evelyn Sustainable Adventurous Portfolio (GBP) (Inc)
Evelyn Defensive Growth (Class K) (Inc)	0.00%	2.68%	0.00%	2.68%	View factsheet for Evelyn Defensive Growth (Class K) (Inc) Invest in Evelyn Defensive Growth (Class K) (Inc)
SVS Dowgate Wealth UK Small Cap Growth (Class F) (Acc)	0.00%	1.08%	0.00%	1.08%	View factsheet for SVS Dowgate Wealth UK Small Cap Growth (Class F) (Acc) Invest in SVS Dowgate Wealth UK Small Cap Growth (Class F) (Acc)
Zeus Dynamic Opportunities (Class B) (Acc)	0.00%	1.54%	0.00%	1.54%	View factsheet for Zeus Dynamic Opportunities (Class B) (Acc) Invest in Zeus Dynamic Opportunities (Class B) (Acc)
SVS RM Infrastructure Bond (Class F) (Acc)	0.00%	0.50%	0.00%	0.50%	View factsheet for SVS RM Infrastructure Bond (Class F) (Acc) Invest in SVS RM Infrastructure Bond (Class F) (Acc)
SVS RM Infrastructure Bond (Class F) (Inc)	0.00%	0.50%	0.00%	0.50%	View factsheet for SVS RM Infrastructure Bond (Class F) (Inc) Invest in SVS RM Infrastructure Bond (Class F) (Inc)
SVS RM Defensive Capital Fund (Inc)	0.00%	0.87%	0.00%	0.87%	View factsheet for SVS RM Defensive Capital Fund (Inc) Invest in SVS RM Defensive Capital Fund (Inc)
SVS RM Defensive Capital Fund (Acc)	0.00%	0.87%	0.00%	0.87%	View factsheet for SVS RM Defensive Capital Fund (Acc) Invest in SVS RM Defensive Capital Fund (Acc)
SVS Dowgate Cape Wrath Focus (Class A) (Acc)	0.00%	0.45%	0.00%	0.45%	View factsheet for SVS Dowgate Cape Wrath Focus (Class A) (Acc) Invest in SVS Dowgate Cape Wrath Focus (Class A) (Acc)