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HALIFAX CAUTIOUS MANAGED LF - Fund overview

No Bestinvest rating


Overview of HALIFAX CAUTIOUS MANAGED LF

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

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  INSURANCE BOND
Launched  April, 2005
Size  £1,936m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 128.00p

Fund Charges

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

Bestinvest says


No information available.

Portfolio

halifax cautious managed lf asset allocation illustration
Allocation Proportion
Equity 44%
High yield bonds –
Quality bonds 50%
Property –
Commodities –
Hedge –
Fund cash 6%
halifax cautious managed lf equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
halifax cautious managed lf equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for HALIFAX CAUTIOUS MANAGED LF

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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