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Halifax Managed Income

FE Crown Rating

Fund Objective

The fund aims to provide an above average income as well as some capital growth over the longer term. The fund achieves exposure to the various asset classes through investment in direct assets and funds in the Halifax Financial Services Range.

Fund Manager

Jeff King

Fund Manager

Domicile

United Kingdom

Sector

Distribution

Currency

GBX

Primary Asset Class

Mixed Asset

Fund Size

GBX 838.73m as at 28-Feb-2013

Unit Name

Halifax Managed Income

Inc/Acc

Distributing 

Citicode

H090

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB00B0F47278 

Annual Charge

1.25%

Mid

GBX 470.70

Change (Mid)

0.10 (0.02%)
20-May-2013

Unit LaunchDate

25-Jul-2005

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 7.52 3.85 9.45 16.40 24.55 25.51
Sector 7.97 4.21 10.05 16.90 27.55 25.97
 

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund 8.06 -2.01 10.30 22.61 -20.10
Sector 8.99 -0.07 9.54 14.84 -16.62

Asset Allocation

breakdown chart
  Asset Class % of Fund
UK Equities 43.50
UK Corporate Fixed Interest 37.30
Property 19.10
Money Market 0.10

Regional Breakdown

breakdown chart
  Region % of Fund
UK 99.90
Money Market 0.10

Sector Breakdown

No breakdown data available.

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.

 
 
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