Portfolio+
Hargreaves Lansdown

£1000Minimum Investment
1.33% - 1.46%Average Annual Fund Fee

Hargreaves Lansdown Portfolio + Overview 


The six ready-made portfolios invest in a broad mix of assets across a range of countries and regions - helping to dilute risk whilst improving the chances of investing in the right places.

Easy to set up

  • It takes less than 10 minutes to set up a portfolio

Flexible

  • Invest in an ISA, SIPP or general investment account

Straightforward

  • Simply select the portfolio which best matches your investment goal and attitude to risk

Hargreaves Lansdown Portfolio+ Fees


Management Fees:

Total Value of PortfolioUp to £250,000Between £250,000 - £1,000,000Between £1,000,000 - £2,000,000Over £2,000,000
Annual Management Fee0.45%0.25%0.10%0%

Fund Fees:

Portfolio NameOngoing Charge
Adventurous Income1.35%
Balanced Income1.33%
Conservative Income1.33%
Adventurous Growth1.46%
Balanced Growth1.44%
Conservative Growth1.37%

Please note - the ongoing charge will vary over time dependent on the relative performance of the funds held within each portfolio.

How Does it Work?


Simply choose an existing account or open a new account, select whether you're investing for income or growth, and the level of risk you're comfortable with.

All six portfolios consist of a number of HL Multi-Manager funds, which are managed on a daily basis. Multi-Manager funds invest in a selection of HL favourite funds within a sector, benefitting from instant diversification - by holding just a couple of Multi-Manager funds you will immediately be invested in 20, 30 or even 40 underlying funds and, consequently, the assets those funds hold.

Straightforward

The HL six ready-made portfolios cover different goals and levels of risk. These cater for the vast majority of investment needs, from saving for retirement to investing for a child’s future.

No extra cost

No additional charges for the management of your portfolio. You pay an ongoing charge for the underlying multi-manager funds and the HL standard Vantage Service charge of 0.45%.

HL keep the portfolio on track

HL will rebalance each portfolios twice a year to ensure they remain on their original track.

Transparent

See exactly how your investments are performing - online or via the HL app, 24/7.

Platform Risk Warning

The value of investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks and commitments. Hargreaves Lansdown aims to provide information to help you make your own informed decisions.