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HALIFAX SMALLER COMPANIES C - Fund overview

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Overview of HALIFAX SMALLER COMPANIES C

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. HALIFAX SMALLER COMPANIES C does not fall into either of these categories at present.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector  UK Smaller Companies
Product type  OEIC
Launched  October, 1990
Size  £22m
Yield 2.5%
Charging basis  –
Dividends paid  31/1, 31/7.
Bid price 49.91p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.50%
Reduction in yield (10yr) 1.50%

Bestinvest says


No information available.

Portfolio

halifax smaller companies c asset allocation illustration
Allocation Proportion
Equity 96%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 4%
halifax smaller companies c equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity
halifax smaller companies c equity capitalisation illustration
Allocation Proportion
Large Caps 0%
Mid Caps 44%
Small Caps 56%

Investment process


This fund aims to achieve long-term capital growth through investing mainly in smaller companies, principally in 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. 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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