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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6.1%
5 / 51
17.7%
12 / 49
39.7%
37 / 48
76.2%
39 / 47
1.61%
Halifax Fund of Investment Trusts
UT Global
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2.4%
185 / 273
7.7%
45 / 250
33.7%
55 / 224
65.1%
85 / 202
1.58%
Halifax Far Eastern
UT Asia Pacific Excluding Japan
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-0.3%
43 / 61
7.1%
30 / 59
26.9%
34 / 55
44.9%
27 / 48
1.47%
Halifax UK Growth
UT UK All Companies
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5.8%
150 / 280
5.7%
130 / 274
16.8%
155 / 259
38.7%
187 / 244
1.37%
Halifax UK FTSE All Share Idx Trk
UT UK All Companies
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5.6%
163 / 280
5.1%
158 / 274
15.8%
171 / 259
37.6%
193 / 244
1.03%
Halifax UK FTSE 100 Idx Tracking
UT UK All Companies
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6.1%
130 / 280
5%
166 / 274
14.1%
199 / 259
32.8%
218 / 244
1.05%
Halifax Japanese
UT Japan
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4.8%
14 / 48
4.9%
43 / 45
26.8%
37 / 41
51.1%
35 / 38
1.43%
Halifax International Growth
UT Global
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3.6%
80 / 273
4.8%
114 / 250
29.2%
95 / 224
62.9%
95 / 202
1.39%
Halifax Ethical
UT Global
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3.1%
123 / 273
4.4%
130 / 250
20.4%
170 / 224
57%
127 / 202
1.55%
Halifax UK Equity Income
UT UK Equity Income
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6.1%
47 / 100
4.4%
39 / 94
15.1%
53 / 85
35.9%
66 / 81
1.38%
Halifax European
UT Europe Excluding UK
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4%
29 / 105
4.2%
66 / 98
28.2%
52 / 90
64.2%
39 / 83
1.41%
Halifax Cautious Managed
UT Mixed Investment 20-60% Shares
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3.8%
2 / 212
2.9%
52 / 200
12%
87 / 178
25.5%
92 / 152
1.5%
Halifax North American
UT North America
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4.4%
20 / 88
2.8%
52 / 85
37.3%
48 / 79
94.1%
40 / 69
1.37%
Halifax Corporate Bond
UT Sterling Corporate Bond
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0.1%
38 / 95
0.7%
45 / 94
8.8%
60 / 83
18.9%
56 / 75
1.03%
Halifax Special Situations
UT UK All Companies
View Factsheet
3.7%
258 / 280
0.3%
255 / 274
7.1%
241 / 259
17.2%
242 / 244
1.62%
Data provided by

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