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HALIFAX SPECIAL SITUATIONS CLASS A - Fund overview

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Overview of HALIFAX SPECIAL SITUATIONS CLASS A

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

Standard Initial Charge

4.00% 4.00%

Fund summary

Sector	UK All Companies
Product type	OEIC
Launched	November, 1984
Size	£21m
Yield	0.0%
Charging basis	–
Dividends paid	25/10.
Bid price	120.39p

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 special situations class a asset allocation illustration

Allocation		Proportion

	Equity	100%
	High yield bonds	0%
	Quality bonds	0%
	Property	0%
	Commodities	0%
	Hedge	0%
	Fund cash	0%

halifax special situations class a equity geographic illustration

Allocation		Proportion

	UK	100%
	Europe	0%
	Nth America	0%
	Japan	0%
	Pacific	0%
	Other Equity	0%

halifax special situations class a equity capitalisation illustration

Allocation		Proportion

	Large Caps	58%
	Mid Caps	30%
	Small Caps	12%

View all performance data for HALIFAX SPECIAL SITUATIONS CLASS A

Investment process

This fund aims to achieve capital growth by active investment in UK companies with above average potential for growth.

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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