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
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4.6%
10 / 50
26.7%
23 / 48
55.8%
33 / 47
86.1%
43 / 46
1.63%
Halifax Far Eastern
UT Asia Pacific Excluding Japan
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3.5%
24 / 60
20.8%
29 / 59
49.6%
24 / 55
59%
26 / 46
1.47%
Halifax Fund of Investment Trusts
UT Global
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2.5%
83 / 271
19.1%
32 / 249
49.6%
95 / 223
83.6%
98 / 200
1.58%
Halifax European
UT Europe Excluding UK
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1.9%
55 / 102
17.5%
44 / 97
49.8%
47 / 87
77.5%
44 / 78
1.41%
Halifax International Growth
UT Global
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1.9%
151 / 271
12.4%
138 / 249
48.4%
101 / 223
87.5%
83 / 200
1.39%
Halifax UK Growth
UT UK All Companies
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2.5%
134 / 278
11.6%
156 / 275
32.1%
146 / 256
49.6%
192 / 243
1.37%
Halifax UK FTSE All Share Idx Trk
UT UK All Companies
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2.4%
167 / 278
11.1%
177 / 275
31.5%
151 / 256
49.1%
194 / 243
1.03%
Halifax Ethical
UT Global
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2.3%
110 / 271
11%
179 / 249
36.8%
178 / 223
74.1%
135 / 200
1.57%
Halifax Special Situations
UT UK All Companies
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2.5%
130 / 278
10.7%
192 / 275
24%
230 / 256
25.3%
241 / 243
1.62%
Halifax UK Equity Income
UT UK Equity Income
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2.3%
38 / 99
10.3%
55 / 94
28.5%
54 / 84
46.7%
70 / 78
1.38%
Halifax UK FTSE 100 Idx Tracking
UT UK All Companies
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2.4%
176 / 278
9.8%
217 / 275
28.4%
194 / 256
43.4%
222 / 243
1.05%
Halifax North American
UT North America
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1%
51 / 87
9.2%
61 / 83
53.9%
57 / 77
125.5%
36 / 64
1.38%
Halifax Japanese
UT Japan
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-0.1%
44 / 47
8.9%
44 / 44
55.8%
36 / 40
89.7%
33 / 36
1.43%
Halifax Cautious Managed
UT Mixed Investment 20-60% Shares
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1%
122 / 212
6.5%
100 / 203
19.1%
110 / 178
32.4%
107 / 153
1.51%
Halifax Corporate Bond
UT Sterling Corporate Bond
View Factsheet
-0.1%
38 / 96
5.2%
48 / 94
11.5%
55 / 85
23.8%
60 / 76
1.03%
Data provided by

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