Funds by HBOS Investment Fd Mgrs Ltd

Fund & Sector
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
OCF
Halifax Far Eastern
UT Asia Pacific Excluding Japan
View Factsheet
6.2%
46 / 65
49.6%
19 / 63
42.4%
29 / 57
54.2%
43 / 50
1.64%
Halifax Ethical
UT Global
View Factsheet
5.7%
28 / 268
44.9%
21 / 252
33.6%
149 / 229
88.2%
93 / 204
1.56%
Halifax North American
UT North America
View Factsheet
3.3%
65 / 89
42.2%
54 / 82
71.7%
28 / 73
134.2%
24 / 64
1.53%
Halifax International Growth
UT Global
View Factsheet
4.6%
134 / 268
39.5%
58 / 252
42.7%
94 / 229
98%
66 / 204
1.55%
Halifax Japanese
UT Japan
View Factsheet
5%
30 / 46
36.3%
19 / 44
49.3%
24 / 39
87.2%
24 / 36
1.58%
Halifax European
UT Europe Excluding UK
View Factsheet
6%
66 / 101
32.4%
19 / 98
28.9%
36 / 87
90.8%
44 / 79
1.56%
Halifax UK FTSE 100 Idx Tracking
UT UK All Companies
View Factsheet
4.2%
80 / 286
28.8%
41 / 278
16.6%
165 / 266
48.7%
233 / 252
1.05%
Halifax Fund of Investment Trusts
UT Global
View Factsheet
4.1%
195 / 268
27.6%
182 / 252
31.1%
161 / 229
79.3%
120 / 204
1.58%
Halifax Special Situations
UT UK All Companies
View Factsheet
4.6%
39 / 286
27.6%
70 / 278
1.9%
259 / 266
29.2%
250 / 252
1.62%
Halifax UK FTSE All Share Idx Trk
UT UK All Companies
View Factsheet
4%
128 / 286
27%
81 / 278
17.2%
158 / 266
55.8%
201 / 252
1.03%
Halifax UK Growth
UT UK All Companies
View Factsheet
4.2%
87 / 286
25.9%
100 / 278
16.3%
174 / 266
55.2%
204 / 252
1.53%
Halifax UK Equity Income
UT UK Equity Income
View Factsheet
4.1%
13 / 96
25.7%
12 / 90
14.1%
73 / 82
49.1%
74 / 77
1.54%
Halifax Cautious Managed
UT Mixed Investment 20%-60% Shares
View Factsheet
3%
46 / 213
17.8%
50 / 202
15.7%
135 / 178
39.6%
92 / 145
1.5%
Halifax Smaller Companies
UT UK Smaller Companies
View Factsheet
4.8%
14 / 49
13.8%
30 / 48
7.9%
44 / 47
92.6%
41 / 45
1.61%
Halifax Corporate Bond
UT Sterling Corporate Bond
View Factsheet
1.5%
48 / 98
7.7%
50 / 91
15.2%
67 / 86
32.5%
54 / 71
1.03%
Data provided by

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Moneywise and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Financial Express. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.