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
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4.2%
10 / 67
38.8%
34 / 64
29.1%
36 / 59
57.5%
46 / 52
1.64%
Halifax North American
UT North America
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1.6%
17 / 89
30.8%
40 / 83
62.4%
21 / 74
133%
20 / 64
1.53%
Halifax Japanese
UT Japan
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5.6%
16 / 49
30.1%
23 / 46
33.1%
28 / 42
65.6%
30 / 39
1.58%
Halifax Ethical
UT Global
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0.4%
216 / 263
29.7%
50 / 248
31%
135 / 228
80.4%
101 / 203
1.56%
Halifax International Growth
UT Global
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1.8%
64 / 263
27.9%
75 / 248
35.1%
101 / 228
94.5%
56 / 203
1.55%
Halifax European
UT Europe Excluding UK
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2.2%
20 / 103
22%
26 / 98
26.9%
48 / 90
75.6%
58 / 81
1.56%
Halifax Fund of Investment Trusts
UT Global
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2.5%
26 / 263
18.6%
188 / 248
28.1%
156 / 228
68%
142 / 203
1.58%
Halifax UK FTSE 100 Idx Tracking
UT UK All Companies
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0.6%
96 / 282
17.3%
39 / 277
14.3%
208 / 261
47.7%
233 / 249
1.05%
Halifax Special Situations
UT UK All Companies
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0.3%
150 / 282
15.9%
76 / 277
3.9%
257 / 261
23.8%
247 / 249
1.6%
Halifax UK FTSE All Share Idx Trk
UT UK All Companies
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0.5%
128 / 282
15.8%
83 / 277
16.3%
183 / 261
54.7%
204 / 249
1.03%
Halifax UK Growth
UT UK All Companies
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0.8%
67 / 282
15.3%
89 / 277
16%
189 / 261
55.3%
199 / 249
1.52%
Halifax UK Equity Income
UT UK Equity Income
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0.8%
27 / 96
14.5%
19 / 90
14.3%
71 / 82
46.4%
72 / 76
1.53%
Halifax Cautious Managed
UT Mixed Investment 20%-60% Shares
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-0%
165 / 215
13.2%
68 / 203
17.4%
109 / 171
43.6%
79 / 141
1.5%
Halifax Corporate Bond
UT Sterling Corporate Bond
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-0.4%
56 / 96
11.6%
57 / 93
20.9%
64 / 87
39.9%
56 / 73
1.03%
Halifax Smaller Companies
UT UK Smaller Companies
View Factsheet
3.5%
7 / 49
8.1%
21 / 48
17.5%
43 / 46
91.1%
38 / 45
1.59%
Data provided by

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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.