Halifax fund fact sheets

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The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Fund Factsheet PIP Portfolio 4 Medium/Adventurous Market commentary Global equities nudged higher during the third quarter. The fitful US-China trade situation, poor economic numbers, geopolitical upsets and protracted Brexit uncertainty served to temper risk appetite. However, supportive central bank actions helped bolster confidence. In July ... Fund Factsheet PIP Portfolio 4 Medium/Adventurous Market commentary Global equities nudged higher during the third quarter. The fitful US-China trade situation, poor economic numbers, geopolitical upsets and protracted Brexit uncertainty served to temper risk appetite. However, supportive central bank actions helped bolster confidence. In July ... Halifax UK Equity Income from Halifax Life Ltd current prices, cumulative, discrete & annual performances of funds with relative sector benchmark performance. Investment objectives, fund/benchmark performance figures, asset allocation, top ten holdings, dividends fund manager and fund size.
 

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The fund invests via the Halifax UK Equity Income OEIC Fund. The UK Equity Income OEIC Fund aim is: To provide above average income, along with potential long term capital growth by investing predominantly in a portfolio of companies which are part of the FTSE All Share Index... View the latest Halifax International Growth C fund price and performance. Buy Halifax International Growth C from Bestinvest. We use cookies to provide the best experience when using our website. Fund Factsheet PIP Portfolio 4 Medium/Adventurous Market commentary Global equities nudged higher during the third quarter. The fitful US-China trade situation, poor economic numbers, geopolitical upsets and protracted Brexit uncertainty served to temper risk appetite. However, supportive central bank actions helped bolster confidence. In July ... Fund prices and performance across the life, pension and collectives range; All individual fund factsheets; Charting tool, providing you with the ability to compare and chart a fund's performance; You can search for fund information by fund category or by product. Each fund price is correct as close of business the previous working day. Investment Objective: Halifax UK Equity Income Fund C: The investment objective of the UK Equity Income Fund is to provide an above average income, together with prospects of capital appreciation ...
 

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The latest fund information for Halifax Balanced, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Halifax UK FTSE All Share Fund objective The investment objective of this fund is to aim to match as closely as possible, subject to theeffect of charges, the capital performance and net income yield of the FTSE All-Share index. The Halifax FTSE All-Share Index Tracking Life and Pension funds invest directly into the Halifax FTSE All-Share Index 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.

FACTSHEET Life Fund Halifax Pelican From 28th September 2019, we replaced Aberdeen Asset Investments with Schroders Investment Management as Investment Adviser to the underlying OEIC fund. We believe this appointment will benefit through the prospect of improved future performance, and the fund will Halifax is a division of Bank of Scotland plc. Bank of Scotland plc, Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh, EH1 1YZ. Bank of Scotland plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority... A fund's active share is the product of this process and is not comparable to the active share produced by a fund managed by an individual or a committee of investors. The funds are managed based on their investment objectives and strategies described in the prospectus; managing to active share is not part of any fund's strategy.

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Please note that Fund Facts and ETF Facts documents are required to be filed and posted annually and any time there’s a material change to the fund that requires a change to the Fund Facts and/or ETF Facts documents. For updated performance and allocation data, please refer to the appropriate product page. Halifax UK Equity Income from Halifax Life Ltd current prices, cumulative, discrete & annual performances of funds with relative sector benchmark performance. Investment objectives, fund/benchmark performance figures, asset allocation, top ten holdings, dividends fund manager and fund size.