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HALIFAX INTERNATIONAL GROWTH C - Fund overview

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Overview of HALIFAX INTERNATIONAL GROWTH C

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

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector  Global
Product type  OEIC
Launched  May, 1986
Size  £375m
Yield 3.1%
Charging basis  –
Dividends paid  31/5
Bid price 42.23p

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 1.51%
Reduction in yield (10yr) 1.51%

Bestinvest says


No information available.

Portfolio

halifax international growth c asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 2%
halifax international growth c equity geographic illustration
Allocation Proportion
UK 11%
Europe 24%
Nth America 47%
Japan 8%
Pacific 10%
Other Equity 0%
halifax international growth c equity capitalisation illustration
Allocation Proportion
Large Caps 89%
Mid Caps 10%
Small Caps 1%

Investment process


This fund aims to achieve capital growth over the long-term by investing in a wide range of companies across the world.

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. Past performance or any yields quoted should not be considered reliable indicators 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; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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