Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

HL Multi-Manager UK Growth A Acc

Ranked 186 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

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.

Ellen Powley

Ellen Powley was born in Bristol in 1979. She attended the University of Birmingham where she gained a BSc in economics. Ellen also holds the Investment Management Certificate. She joined Hargreaves Lansdown in March 2003 and became a fund manager in February 2006 where she currently manages the HL Multi-Manager Income and Growth Portfolio. Outside of fund management she enjoys golf and the cinema and theatre.

Objective

It is intended the Fund will invest principally in collective investment schemes whose underlying investments consist of equities and/or fixed interest securities. Subject to the Fund’s investment objective as set out above, the additional asset classes in which the 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.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 186/255 Total Return
  • Rank 153/255 Standard Deviation
  • Rank 136/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.5%
2018 -12.6% -6.6% 8.7% -0.5% -13.5%
2017 15.1% 5.5% 3.5% 1.4% 4.0%
2016 11.3% -1.4% -4.1% 13.8% 3.4%
2015 1.4% -4.8% 5.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Jupiter UK Special Situations I (Acc) 10.27%
JOHCM UK Equity Income B Acc 10.23%
Majedie UK Equity X Acc 10.21%
LF Lindsell Train UK Equity D Acc 10.16%
LF Woodford Equity Income Z Sterling Acc 8.62%
AXA WF Framlington UK G C GBP 8.25%
Marlborough UK Micro-Cap Growth P Acc 7.62%
Merian UK Smaller Companies Focus GBP A Inc 7.52%
Merian UK Dynamic Equity GBP Inc R 7.50%
Marlborough Multi Cap Income P Acc 7.28%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/01/2015
  • Share Class size204Mn
  • Base currencyGBX
  • ISIN GB00BSBNDY82

Purchase Info

  • Min. initial investment150,000
  • Min. regular additional investment0

Charges

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

Related News

Hargreaves Lansdown surges into fund sales top 10 table

The double launch has propelled Hargreaves Lansdown into the top 10 of the Pridham report, in what was a tough quarter for fund sales amid election uncertainty.  

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