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
Hargreaves Lansdown Portfolio+ Fees
|Total Value of Portfolio||Up to £250,000||Between £250,000 - £1,000,000||Between £1,000,000 - £2,000,000||Over £2,000,000|
|Annual Management Fee||0.45%||0.25%||0.10%||0%|
|Portfolio Name||Ongoing Charge|
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.
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.
See exactly how your investments are performing - online or via the HL app, 24/7.