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HL MULTI MANAGER INCOME & GROWTH - Fund overview

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Find rated uk equity income funds


Overview of HL MULTI MANAGER INCOME & GROWTH

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. HL MULTI MANAGER INCOME & GROWTH does not fall into either of these categories at present.

Standard Initial Charge

5.00% 0.00%

Fund summary

Sector  UK Equity Income
Product type  OEIC
Launched  October, 2002
Size  £768m
Yield 4.4%
Charging basis  Capital
Dividends paid  31/5, 30/11.
Bid price(inc) 71.04p
Bid price(acc) 101.90p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.24%
Annual management charge 1.00%
Total expense ratio 1.97%
Reduction in yield (10yr) 1.99%

Bestinvest says


No information available.

Portfolio

hl multi manager income & growth asset allocation illustration
Allocation Proportion
Equity 96%
High yield bonds
Quality bonds 0%
Property 0%
Commodities
Hedge
Fund cash 4%
hl multi manager income & growth equity geographic illustration
Allocation Proportion
UK 88%
Europe 6%
Nth America 0%
Japan 0%
Pacific 6%
Other Equity 0%
hl multi manager income & growth equity capitalisation illustration
Allocation Proportion
Large Caps 73%
Mid Caps 18%
Small Caps 9%

Investment process


This fund of funds invests in well know UK equity income funds and has a target income yield of 110% of the FTSE All-share.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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