Funds by HBOS Investment Fd Mgrs Ltd

Fund & Sector
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
OCF
Halifax Smaller Companies
UT UK Smaller Companies
View Factsheet
3.2%
7 / 51
17.4%
17 / 49
40.9%
35 / 48
79.4%
39 / 47
1.61%
Halifax Far Eastern
UT Asia Pacific Excluding Japan
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-3.5%
51 / 61
11.7%
29 / 59
28.9%
31 / 55
48.6%
26 / 48
1.47%
Halifax European
UT Europe Excluding UK
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0.8%
35 / 105
9.8%
56 / 98
28.3%
51 / 90
67.2%
39 / 83
1.41%
Halifax Fund of Investment Trusts
UT Global
View Factsheet
-0.5%
87 / 273
8.6%
77 / 249
32.8%
70 / 224
66.2%
99 / 201
1.58%
Halifax International Growth
UT Global
View Factsheet
-1.4%
171 / 273
7.9%
88 / 249
29.5%
95 / 224
67.8%
87 / 201
1.39%
Halifax Ethical
UT Global
View Factsheet
-0.9%
126 / 273
6.7%
136 / 249
21%
166 / 224
61.4%
120 / 201
1.55%
Halifax UK Growth
UT UK All Companies
View Factsheet
4.1%
68 / 280
6.6%
139 / 274
17.5%
150 / 259
40.8%
188 / 244
1.37%
Halifax Japanese
UT Japan
View Factsheet
0.6%
8 / 48
6.5%
42 / 45
26.4%
37 / 41
53.3%
35 / 38
1.43%
Halifax UK FTSE All Share Idx Trk
UT UK All Companies
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3.7%
117 / 280
6%
166 / 274
16.4%
171 / 259
39.6%
193 / 244
1.03%
Halifax UK FTSE 100 Idx Tracking
UT UK All Companies
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4%
70 / 280
5.9%
170 / 274
14.5%
195 / 259
34.3%
220 / 244
1.05%
Halifax North American
UT North America
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-2.4%
45 / 88
5.5%
51 / 84
37.7%
48 / 79
99%
41 / 69
1.37%
Halifax UK Equity Income
UT UK Equity Income
View Factsheet
4.4%
11 / 100
4.7%
44 / 94
15.3%
52 / 85
37%
67 / 81
1.38%
Halifax Cautious Managed
UT Mixed Investment 20-60% Shares
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2%
4 / 212
2.7%
90 / 200
11.1%
95 / 178
26.1%
94 / 152
1.5%
Halifax Special Situations
UT UK All Companies
View Factsheet
1.1%
262 / 280
1.5%
252 / 274
7.8%
236 / 259
18.8%
242 / 244
1.62%
Halifax Corporate Bond
UT Sterling Corporate Bond
View Factsheet
0.3%
22 / 95
1%
40 / 94
8.2%
60 / 83
19.7%
55 / 75
1.03%
Data provided by

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