HALIFAX ETHICAL A (EX-EQUITABLE) - Fund overview
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Overview of
HALIFAX ETHICAL A (EX-EQUITABLE)
Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. HALIFAX ETHICAL A (EX-EQUITABLE) does not fall into either of these categories at present.
Standard Initial Charge
4.00% 4.00%
Fund summary
| Sector |
Global
|
| Product type |
OEIC
|
| Launched |
January, 1994
|
| Size |
£41m
|
| Yield |
1.1%
|
| Charging basis |
–
|
| Dividends paid |
25/2.
|
| Bid price |
96.62p |
Fund Charges
|
Standard Initial charge
|
4.00%
|
|
Initial charge via Bestinvest
|
4.00%
|
|
Additional bid/offer spread
|
0.00%
|
|
Annual management charge
|
0.50%
|
|
Total expense ratio
|
0.50%
|
|
Reduction in yield (10yr)
|
0.91%
|