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HALIFAX FUND OF INVESTMENT TRUSTS A (EX-EQUITABLE) - Fund overview

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Overview of HALIFAX FUND OF INVESTMENT TRUSTS A (EX-EQUITABLE)

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. HALIFAX FUND OF INVESTMENT TRUSTS 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  –
Size  –
Yield 0.0%
Charging basis  –
Dividends paid  25/9, 25/3.
Bid price 517.29p

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 fund of investment trusts a (ex-equitable) asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 1%
halifax fund of investment trusts a (ex-equitable) equity geographic illustration
Allocation Proportion
UK 53%
Europe 16%
Nth America 19%
Japan 6%
Pacific 4%
Other Equity 2%
halifax fund of investment trusts a (ex-equitable) equity capitalisation illustration
Allocation Proportion
Large Caps 60%
Mid Caps 30%
Small Caps 10%

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. 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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