020 7189 9999

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

Bestinvest
Fund search

HALIFAX (SP) S2000 HIGH INCOME PF - Fund overview

No Bestinvest rating


Overview of HALIFAX (SP) S2000 HIGH INCOME PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. HALIFAX (SP) S2000 HIGH INCOME PF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  March, 2000
Size  £67m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 187.80p

Fund Charges

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

Bestinvest says


No information available.

Portfolio

halifax (sp) s2000 high income pf asset allocation illustration
Allocation Proportion
Equity
High yield bonds
Quality bonds 100%
Property
Commodities
Hedge
Fund cash

No data available.

No data available.

Investment process


The active approach to this fund involves taking relative positions against the specified benchmark within a risk controlled framework, based on market views considering liquidity, economic and valuation factors. These views are the basis of the investment policy for duration, yield curve and credit positioning, to be considered when reviewing the portfolio's composition. When selecting individual bonds the most important factor to be considered is the industry of the issuing company. Industry prospects are assessed using Porters Five Forces which are power of buyer, power of suppliers, substitutes, barriers to entry and rivalry. They will also consider regulation applicable to the industry in their analysis. The remainder of the stock selection process involves fundamentals analysis via company management meetings and evaluation of current trading levels, looking for bonds that have been oversold in the market. Monitoring systems are used to predict individual bond and sector movements.

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