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HALIFAX EUROPEAN A (EX-EQUITABLE) - Fund overview

No Bestinvest rating
Find rated europe excluding uk funds


Overview of HALIFAX EUROPEAN A (EX-EQUITABLE)

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

Standard Initial Charge

4.00% 4.00%

Fund summary

Sector  Europe Excluding UK
Product type  OEIC
Launched  –
Size  –
Yield 0.0%
Charging basis  –
Dividends paid  25/7.
Bid price(inc) 164.15p
Bid price(acc) 163.65p

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%

Bestinvest says


No information available.

Portfolio

halifax european a (ex-equitable) asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds 0%
Property 0%
Commodities
Hedge
Fund cash 0%
halifax european a (ex-equitable) equity geographic illustration
Allocation Proportion
UK 0%
Europe 100%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
halifax european a (ex-equitable) equity capitalisation illustration
Allocation Proportion
Large Caps 89%
Mid Caps 11%
Small Caps 0%

Investment process


This fund aims to achieve capital growth in the long-term by investing mainly in European companies, excluding the UK.

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. Any yields quoted cannot be taken as a reliable indicator 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. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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