fund
HALIFAX UK EQUITY INCOME C
Targets above average income plus capital growth; managed by Insight
PRICE (INC)
-
PRICE (ACC)
91.51p
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
1.5%
ONGOING CHARGE
1.25%
YIELD
4.1%
1 YEAR
8.74%Prices as at 01 Dec 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
To provide income, together with prospects of capital growth, by investing in shares of U.K. companies. At least 80% of the Fund will be invested in a portfolio of companies which are part of the Index. This will involve investing in shares and may also include preference shares. The majority of these companies are those which are incorporated, or domiciled, or have a significant part of their business in the UK.
Fund summary
| Sector | UK Equity Income |
|---|---|
| Structure | OEIC |
| Launched | January 1995 |
| Size | £593m |
| Yield | 4.1% |
| Dividends paid | Accumulation units only |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 1.5% |
| Ongoing Charges Figure | 1.25% |
Investment Process
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning