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HALIFAX UK FTSE ALL SHARE INDEX TRACKING (EX-EQUITABLE) A - Fund overview

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Overview of HALIFAX UK FTSE ALL SHARE INDEX TRACKING (EX-EQUITABLE) A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. HALIFAX UK FTSE ALL SHARE INDEX TRACKING (EX-EQUITABLE) A does not fall into either of these categories at present.

Standard Initial Charge

4.00% 1.00%

Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  –
Size  –
Yield 5.9%
Charging basis  –
Dividends paid  –
Bid price 47.22p -0.42p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 0.50%
Total expense ratio 0.50%
Reduction in yield (10yr) 0.60%

Bestinvest says


No information available.

Portfolio

halifax uk ftse all share index tracking (ex-equitable) a asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash –
halifax uk ftse all share index tracking (ex-equitable) a equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
halifax uk ftse all share index tracking (ex-equitable) a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for HALIFAX UK FTSE ALL SHARE INDEX TRACKING (EX-EQUITABLE) A

Investment process


No information available.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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