HL Multi-Manager European A Acc

Ranked 36 out of 113 in - Europe Excluding UK over 36 months
All calculations are in GBP unless stated

Managed by

Roger Clark

Roger Clark was born in Gloucester in the UK in 1980. He graduated from Exeter University and is a fund manager at Hargreaves Lansdown Fund Managers. Since he joined Hargreaves Lansdown in 2004, Roger has been a quantitative analyst, fund dealer and vantage administrator. He has responsibility for analysis of the European and Emerging Markets sectors as well as all boutique funds. He holds the IMC and CAIA designations. Outside of fund management, he enjoys cycling and walking.

Lee Gardhouse

Lee Gardhouse has been part of the Hargreaves Lansdown multi-manager and investment trust teams since 1995. Gardhouse runs the HL Ultimate Managed, the HL Multi Manager Special Situations and the HL Multi Manager Income & Growth Portfolio funds. He focuses on managers with flair and a proven track record and likes managers to have equity stakes in their own management operations as he believes this provides the potential for good performance. He also keeps watching briefs to ensure there is a healthy variation of investment styles within the selected funds. Born in Reading in 1973, Gardhouse is an Associate of the Society of Investment Professionals. He was educated at St Bartholomew's School in Newbury and gained an honours degree in Economics from John Moore's University in Liverpool. He joined Hargreaves Lansdown in October 1995 and trained as an analyst before taking on fund management responsibilities.

Objective

It is intended the Fund will invest principally in collective investment schemes whose underlying investments consist of equities and/or fixed interest securities. Trust may directly or indirectly invest include transferable securities, money market instruments and deposits to the extent permitted for Non-UCITS Retail Schemes under the Rules. The Fund may invest in derivative instruments and forward transactions for the limited purposes of efficient portfolio management, including hedging, as explained in Schedule 1 to this Prospectus.

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Performance

Europe Excluding UK over : 30/04/2016 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.5%
2018 -10.7% -5.8% 6.2% 3.3% -13.6%
2017 21.2% 7.0% 8.3% 1.5% 3.0%
2016 13.5% 0.3% 2.2% 10.6% 0.1%
2015 -4.5% -3.5% 10.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
FP Crux European Special Situations I GBP Acc 20.61%
Jupiter European I Acc GBP 16.54%
Threadneedle European Select Z Net Acc GBP 15.60%
Barings Europe Select Trust I GBP Inc 15.57%
TM Sanditon European F Acc 14.50%
BlackRock European Dynamic FX Acc 12.66%
Janus Henderson European Focus I Acc 4.42%
GBP Cash 0.12%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/02/2015
  • Share Class size176Mn
  • Base currencyGBP
  • ISIN GB00BSD99K23

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment25

Charges

  • Annual management0.75%
  • Initial investment3.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).