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See Halifax UK Growth fund as a pension fund
See underlying Halifax UK Growth fund

SWIS UK Growth

1 FE Trustnet

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The investment objective of this fund is to achieve long-term capital growth by investing mainly in UK companies. The Halifax Pelican Life and Pension funds invest directly into the Halifax UK Growth OEIC.

Fund Manager ( Underlying )

Quantitative Investment Team




Primary Asset Class

Fund Size

GBP 41.20m as at 31-Mar-2016

Downloads ( Underlying )

Unit Name

SWIS UK Growth





Initial Charge


Unit Currency




Annual Charge



GBX 980.90


GBX 1032.50

Change (Offer)

3.30 (0.34%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 0.80 6.05 -0.14 -4.53 10.75 23.97
Sector -1.42 3.89 -0.83 -4.32 14.93 30.52

Discrete Performance (%)

  2015 2014 2013 2012 2011
Fund 1.89 0.26 17.05 11.69 -5.00
Sector 4.36 0.64 21.73 14.33 -7.14

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Equity 98.24
Money Market 1.55
Futures 0.13
High Yield 0.07
Property 0.02

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
UK 100.00

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Financials 20.34
Consumer Goods 17.56
UK Equities 11.54
Consumer Services 11.34
Oil & Gas 9.62
Industrials 8.82
Health Care 6.65
Basic Materials 5.82
Utilities 3.49
Telecommunications 2.34
Cash 1.55
Technology 0.71
Futures 0.13
High Yield 0.07
Property 0.02

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.