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HALIFAX FUND OF INVESTMENT TRUSTS C - Fund overview

Bestinvest rating Unrated


Overview of HALIFAX FUND OF INVESTMENT TRUSTS C

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 C does not fall into either of these categories at present.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector  Global Growth
Product type  OEIC
Launched  November, 1984
Size  £361m
Yield 0.3%
Charging basis  –
Dividends paid  –
Cofunds  No
FundsNetwork  No
Bid price 52.30p 0.44p

Fund Charges

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

Portfolio

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

Investment process


No information available.

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