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HALIFAX UK EQUITY INCOME C

Bestinvest LogoTargets 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%
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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

SectorUK Equity Income
StructureOEIC
LaunchedJanuary 1995
Size£593m
Yield4.1%
Dividends paidAccumulation units only

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge1.5%
Ongoing Charges Figure1.25%

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