It's the first platform to make LTAFs available to SIPP clients.
Source: Trustnet
Hargreaves Lansdown will become the first investment platform to offer Long-Term Asset Funds (LTAFs) within a self-invested personal pension (SIPP), following a partnership with Schroders Capital.
From the week beginning 15 September, eligible investors will be able to access two Schroders-managed LTAFs covering global private equity and energy transition infrastructure. The products will be available with a minimum investment of £10,000 and come with discounted ongoing charges for Hargreaves Lansdown customers.
The Schroders Capital Global Private Equity LTAF will feed into a $2.5bn semi-liquid private equity fund launched in 2019, with exposure to more than 270 companies. The Global Energy Infrastructure LTAF will provide access to a semi-liquid portfolio of more than 180 assets, including wind farms, solar parks and other energy-transition projects.
LTAFs are a structure regulated by the Financial Conduct Authority (FCA) designed to give long-term investors access to illiquid assets such as private equity, infrastructure and private debt. They can only be bought and sold at set intervals, often requiring 90 days’ notice for withdrawals.
Emma Wall, head of platform investments at Hargreaves Lansdown, said: “For retail investors with a long-term investment horizon, the appropriate knowledge and resources, and as part of a well-diversified portfolio, private markets can play an important role in delivering unique growth opportunities beyond what is typically available in public markets.”
James Lowe, director of private markets at Schroders Capital, described the launch as “a watershed moment for the accessibility of private markets for eligible retail investors in the UK".
The two funds will initially be available through SIPPs and Fund & Share accounts, with access through Stocks & Shares ISAs expected from April 2026.
Lloyds and Lloyds Bank are trading names of Halifax Share Dealing Limited. The Lloyds Bank Direct Investments Service is operated by Halifax Share Dealing Limited. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Registered in England and Wales no. 3195646. Halifax Share Dealing Limited is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.
The information contained within this website is provided by Allfunds Digital, S.L.U. acting through its business division Digital Look Ltd unless otherwise stated. The information is not intended to be advice or a recommendation to buy, sell or hold any of the shares, companies or investment vehicles mentioned, nor is it information meant to be a research recommendation. This is a solution powered by Allfunds Digital, S.L.U. acting through its business division Digital Look Ltd incorporating their prices, data news, charts, fundamentals and investor tools on this site. Terms and conditions apply. Prices and trades are provided by Allfunds Digital, S.L.U. acting through its business division Digital Look Ltd and are delayed by at least 15 minutes.
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.
© 2025 Refinitiv, an LSEG business. All rights reserved.
