020 7189 9999

Mon to Fri 7.45am - 6.00pm
Sat 9.30am - 1.30pm

Bestinvest
First State ... funds

HALIFAX ETHICAL C - Fund performance

No Bestinvest rating
Find rated global funds


 

Discrete years

Cumulative
  07/08 08/09 09/10 10/11 11/12 1 mth 3 mths 6 mths 1 yr 3 yrs 5 yrs
Absolute 99.0 84.4 117.2 112.9 95.2 103.0 101.1 95.6 95.2 126.0 105.0
Relative to "MSCI WORLD" +1.0 +4.0 -5.0 -6.0 -4.0 0.0 -4.0 -4.0 -4.0 -14.0 -10.0
Add comparison
                      
Sector percentile ranking (1=best, 100=worst)   52 93 66

Table based on bid-to-bid data to January 31, 2012 with net dividends reinvested. Source: Lipper

Statistical

Volatility 16% (over last 3 years)
Relative Volatility 0.97
Correlation to Benchmark 93%
Correlation to FTSE All Share Index 87%

 

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

Version: 4.0.43