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HALIFAX UK EQUITY INCOME C - Fund overview

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Overview of HALIFAX UK EQUITY INCOME C

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

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector  UK Equity Income
Product type  OEIC
Launched  January, 1995
Size  £585m
Yield 3.8%
Charging basis  –
Dividends paid  31/3, 30/6, 30/9, 31/12.
Bid price 51.76p

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 uk equity income c asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 2%
halifax uk equity income c equity geographic illustration
Allocation Proportion
UK 98%
Europe 0%
Nth America 2%
Japan 0%
Pacific 0%
Other Equity 0%
halifax uk equity income c equity capitalisation illustration
Allocation Proportion
Large Caps 84%
Mid Caps 12%
Small Caps 4%

Investment process


This fund aims to provide an above-average income as well as capital growth over the longer-term, derived mainly from a portfolio of securities in UK companies.

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.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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