020 7189 9999

Monday to Thursday 8.30am - 5.30pm
Friday 8.30am - 4.30pm

Bestinvest
Fund search

HALIFAX ETHICAL C - Fund overview

Bestinvest rating Unrated


Overview of HALIFAX ETHICAL C

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

Standard Initial Charge

0.00% 

Fund summary

Sector  Global Growth
Product type  OEIC
Launched  January, 1994
Size  £13m
Yield 0.4%
Charging basis  –
Dividends paid  July
Cofunds  No
FundsNetwork  No
Bid price 38.64p 0.32p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.56%
Reduction in yield (10yr) 1.56%

Portfolio

halifax ethical c asset allocation illustration
Allocation Proportion
Equity 95%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 5%
halifax ethical c equity geographic illustration
Allocation Proportion
UK 14%
Europe 26%
Nth America 47%
Japan 8%
Pacific 5%
Other Equity 0%
halifax ethical c equity capitalisation illustration
Allocation Proportion
Large Caps 71%
Mid Caps 19%
Small Caps 10%

Investment process


This fund aims to achieve capital growth over the long-term by investing in companies whose activities are considered ethical, both in terms of their primary activities and the means of achieving them.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority

Version: 2.1.56