Funds by HBOS Investment Fd Mgrs Ltd

Fund & Sector
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
OCF
Halifax Far Eastern
UT Asia Pacific Excluding Japan
View Factsheet
3.7%
40 / 65
42.3%
16 / 65
49.4%
33 / 57
57.4%
41 / 51
1.51%
Halifax Ethical
UT Global
View Factsheet
1.9%
46 / 261
33.9%
41 / 253
39.7%
144 / 230
77.7%
103 / 205
1.56%
Halifax Japanese
UT Japan
View Factsheet
2.3%
21 / 46
33.9%
16 / 45
63%
26 / 40
74.5%
27 / 37
1.44%
Halifax North American
UT North America
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-0.9%
58 / 86
33.3%
59 / 84
73.8%
35 / 76
124.4%
22 / 65
1.38%
Halifax International Growth
UT Global
View Factsheet
1.1%
130 / 261
32.4%
58 / 253
48.5%
90 / 230
86.7%
74 / 205
1.39%
Halifax European
UT Europe Excluding UK
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5.1%
39 / 101
31.1%
14 / 98
33.5%
34 / 87
82.6%
37 / 78
1.42%
Halifax Fund of Investment Trusts
UT Global
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0.5%
202 / 261
29%
118 / 253
37.4%
152 / 230
71.8%
124 / 205
1.59%
Halifax UK FTSE 100 Idx Tracking
UT UK All Companies
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1.2%
165 / 283
23.7%
54 / 278
20.8%
164 / 264
45.4%
228 / 249
1.05%
Halifax UK Equity Income
UT UK Equity Income
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1.8%
22 / 96
22.6%
10 / 92
20.4%
60 / 82
46.6%
74 / 77
1.39%
Halifax UK FTSE All Share Idx Trk
UT UK All Companies
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1.3%
157 / 283
22.4%
92 / 278
21.6%
149 / 264
51.4%
199 / 249
1.03%
Halifax Special Situations
UT UK All Companies
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1.8%
54 / 283
21.6%
114 / 278
8.2%
261 / 264
24.3%
248 / 249
1.63%
Halifax UK Growth
UT UK All Companies
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1%
218 / 283
21.1%
122 / 278
20.7%
167 / 264
50.8%
201 / 249
1.38%
Halifax Smaller Companies
UT UK Smaller Companies
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1.1%
33 / 49
17.3%
31 / 49
10.9%
45 / 47
78.4%
40 / 45
1.64%
Halifax Cautious Managed
UT Mixed Investment 20%-60% Shares
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0.6%
82 / 215
15.3%
51 / 207
18.1%
129 / 179
37.7%
91 / 146
1.5%
Halifax Corporate Bond
UT Sterling Corporate Bond
View Factsheet
0.2%
27 / 96
8.4%
47 / 90
16.3%
63 / 83
30.3%
55 / 70
1.03%
Data provided by

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