020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Fund search

HALIFAX UK GROWTH C - Fund overview

No Bestinvest rating
Find rated uk all companies funds


Overview of HALIFAX UK GROWTH C

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

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  January, 1969
Size  £987m
Yield 4.6%
Charging basis  –
Dividends paid  31/3, 30/9.
Bid price 46.13p

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%

Bestinvest says


No information available.

Portfolio

halifax uk growth c asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 1%
halifax uk growth c equity geographic illustration
Allocation Proportion
UK 98%
Europe 1%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 1%
halifax uk growth c equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


This fund aims to achieve long-term capital growth by investing mainly 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

Version: 4.1.2