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HALIFAX CORPORATE BOND C - Fund overview

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Overview of HALIFAX CORPORATE BOND C

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

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector  £ Corporate Bond
Product type  OEIC
Launched  October, 2000
Size  £804m
Yield 4.7%
Charging basis  –
Dividends paid  31/03/07
Bid price 26.26p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.00%
Total expense ratio 1.02%
Reduction in yield (10yr) 1.02%

Bestinvest says


No information available.

Portfolio

halifax corporate bond c asset allocation illustration
Allocation Proportion
Equity
High yield bonds 13%
Quality bonds 87%
Property
Commodities
Hedge
Fund cash

No data available.

No data available.

Investment process


This fund aims to provide an above average income from a diversified portfolio of interest bearing securities such as corporate bonds and gilts. The investment policy is to invest in a wide range of investment grade interest-bearing securities, mainly in the UK and Europe, to obtain a yield in excess of the FTSE FTA Government Securities All Stocks Index.


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.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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