Skip to main content
We're making changes to our website.
Find out more
Close
Hargreaves Lansdown
Join HL
My accounts
Log in
Book a Demo
Open Search
Search
Toggle
Menu
Personal
Workplace
Register
Watchlists
Help
Contact us
Log out
Accounts
Savings
Investing
Investing
Retirement
News & Insights
Search
Join HL
Transfer to HL
Book a Demo
Log in
My accounts
Workplace services
For employees
Search
Join HL
Transfer to HL
Book a Demo
Log in
My accounts
Accounts
ISAs
Pensions
Fund and Share Account
Savings accounts
Junior accounts
Foreign Currency Service
Compare accounts
Why choose HL?
ISAs
Stocks and Shares ISA
Lifetime ISA
Cash ISA
Junior Stocks and Shares ISA
Transfer your investments to HL
HL Ready-Made ISA
ISA investment ideas
Pensions
SIPP (Self-Invested Personal Pension)
Junior SIPP (Child's Pension)
Pension drawdown
Annuities
Lump Sums (UFPLS)
Transfer your pension to HL
See if you're on track for retirement
HL Ready-Made Pension Plan
Pension investment ideas
Savings accounts
Active Savings Account
Cash ISA
Latest savings rates
Compare savings accounts
Junior accounts
Junior Stocks and Shares ISA
Junior SIPP (Child's Pension)
HL Ready-Made Pension Plan
Gifting money to a child or grandchild
Junior ISA investment ideas
Close
Savings
Savings accounts
Guides and tools
Financial advice
Savings accounts
Active Savings Account
Cash ISA
Latest savings rates
Compare savings accounts
Guides and tools
How saving with HL works
How to build your emergency cash savings
How much cash should you hold?
View all savings insights
Savings calculator
Should I save or invest?
Financial advice
Financial advice
Cost of financial advice
Do I need financial advice?
Book a free initial consultation
Close
Investing
Shares and funds
Investment ideas
Investment accounts
Investment research
Guides and tools
Financial advice
Unsure where to invest?
Shares and funds
Shares
Funds
ETFs
Investment Trusts
Gilts and bonds
IPOs and new issues
Stock market data
Unsure where to invest?
Explore our HL fund range
Explore the Wealth Shortlist
Transfer shares to an ISA/SIPP
Investment ideas
HL Ready-Made Investments
HL Ready-Made Pension Plan
HL Portfolio Building Block Funds
Wealth Shortlist
Unsure where to invest?
Explore our HL fund range
Investment accounts
Stocks and Shares ISA
Lifetime ISA
Fund and Share Account
SIPP (Self-Invested Personal Pension)
Junior Stocks and Shares ISA
Junior SIPP (Child's Pension)
Foreign Currency Service
Compare accounts
Transfer your investments to HL
HL Ready-Made Investments
Choose the right account for your goals
Investment research
Share research
Fund research
ETF research
Investment trust research
Market and company reports from Sharecast
Explore the Wealth Shortlist
Learn about responsible investing
Back
Stock market reports
Press round-up
Company news
Director dealings
Sector reviews
Press tips
Broker tips
Guides and tools
Investing basics
How to build an investment portfolio
Reviewing your investments
Investing glossary
Tools and calculators
5 steps to healthy finances
Should I save or invest?
Learn about responsible investing
Financial advice
Investment advice
View all advice services
Cost of financial advice
Do I need financial advice?
Book a free initial consultation
Close
Investing
Investment accounts
Investment ideas
Shares and funds
Investment research
Guides and tools
Financial advice
Unsure where to invest?
Investment accounts
Stocks and Shares ISA
Lifetime ISA
Fund and Share Account
SIPP (Self-Invested Personal Pension)
Junior Stocks and Shares ISA
Junior SIPP (Child's Pension)
Foreign Currency Service
Compare accounts
Transfer your investments to HL
HL Ready-Made Investments
Choose the right account for your goals
Investment ideas
HL Ready-Made Investments
HL Ready-Made Pension Plan
HL Portfolio Building Block Funds
Wealth Shortlist
Unsure where to invest?
Explore our HL fund range
Shares and funds
Shares
Funds
ETFs
Investment Trusts
Gilts and bonds
IPOs and new issues
Stock market data
Unsure where to invest?
Explore our HL fund range
Explore the Wealth Shortlist
Transfer shares to an ISA/SIPP
Investment research
Share research
Fund research
ETF research
Investment trust research
Market and company reports from Sharecast
Explore the Wealth Shortlist
Learn about responsible investing
Back
Stock market reports
Press round-up
Company news
Director dealings
Sector reviews
Press tips
Broker tips
Guides and tools
Investing basics
How to build an investment portfolio
Reviewing your investments
Investing glossary
Tools and calculators
5 steps to healthy finances
Should I save or invest?
Learn about responsible investing
Financial advice
Investment advice
View all advice services
Cost of financial advice
Do I need financial advice?
Book a free initial consultation
Close
Retirement
Save for retirement
Approaching retirement
Accessing your pension
In retirement
Financial advice
View all Retirement
Save for retirement
SIPP (Self-Invested Personal Pension)
HL Ready-Made Pension Plan
Pension investment ideas
Junior SIPP (Child's Pension)
Lifetime ISA
Guides and tools
Self-employed pensions
View all Save for retirement
Transfer your pension to HL
See if you're on track for retirement
Compare retirement accounts
Approaching retirement
When can I retire?
Planning for retirement
Consolidate pensions
Speak to a financial adviser
View all Approaching retirement
Calculate what you’ll need in retirement
Accessing your pension
Options to access your pension
Pension drawdown
Annuities
Lump Sums (UFPLS)
The State Pension
Ask us your pension questions
Arrange a free call with Pension Wise
In retirement
Guides & tools
Investment ideas for retirement income
How much cash to hold in retirement
Financial advice
Financial planning
Retirement advice
Inheritance tax advice
Cost of financial advice
Do I need financial advice?
Book a free initial consultation
Close
Search for shares, funds or articles
Search
Investments created by our experts
Unsure where to invest?
Ready-Made Investments
Our all-in-one investment options, just choose a goal and risk level.
Ready-Made Pension Plan
Not sure where to invest your pension? Our plan could help.
Unsure where to invest?
Open an account
Compare accounts
Active Savings Account
Great savings rates from multiple banks
Stocks and Shares ISA
Invest up to £20k every year completely free from UK tax
SIPP (Self-Invested Personal Pension)
Invest for your retirement with a personal pension.
Lifetime ISA
Invest for your first home or later life
Fund and share account
Invest without limits with a low-cost trading account
Cash ISA
Save tax-free with great rates from our partner banks
Junior SIPP (Child's pension)
Invest up to £3,600 a year to build a retirement pot for your child.
Junior Stocks and Shares ISA
Invest up to £9,000 a year for your child’s future, free from UK tax.
Close
Home
Funds
Fund Research & Insight
Fund research
Our experts produce research on a range of individual funds available on our platform. Read our latest updates below.
January 2018
Legg Mason IF Royce US Smaller Companies - we retain faith in the team
Dominic Rowles
Lead ESG Analyst
Marlborough UK Micro-Cap Growth – a good year for smaller companies
Kate Marshall
Lead Investment Analyst
M&G Recovery - an excellent diversifier
Dominic Rowles
Lead ESG Analyst
Odey Opus - the calm before the storm?
Kate Marshall
Lead Investment Analyst
Liontrust Special Situations - maintains strong long-term record
Dominic Rowles
Lead ESG Analyst
Fidelity Special Situations – in search of hidden gems
Dominic Rowles
Lead ESG Analyst
Funds change name from CF to LF
Kate Marshall
Lead Investment Analyst
JO Hambro UK Equity Income - a proper equity income fund
Fund Research team
December 2017
Jupiter India - a year of historic change
Kate Marshall
Lead Investment Analyst
Kames Ethical Equity - can you make money investing ethically?
Dominic Rowles
Lead ESG Analyst
Royal London Corporate Bond - doing something different
Fund Research team
Jupiter UK Growth - removal from the Wealth 150
Dominic Rowles
Lead ESG Analyst
Threadneedle UK Equity Income - research update
Fund Research team
November 2017
Kames High Yield Bond – a careful approach in a higher-risk area
Fund Research team
Lindsell Train Global Equity – a true long term approach
Fund Research team
Invesco Perpetual Global Equity
Fund Research team
River & Mercantile UK Dynamic Equity - astute stock picking continues to add value
Dominic Rowles
Lead ESG Analyst
Schroder UK Dynamic Smaller Companies – under new management
Fund Research team
First State - the case for global infrastructure
Kate Marshall
Lead Investment Analyst
An exceptional run for the Old Mutual UK Smaller Companies Fund
Fund Research team
Previous
1
...
37
38
39
...
42
Next