Quick Stats

Bid Price - Offer Price -
Mid Price GBX 51.29 Day Change GBX -0.10 (-0.19%)
Price Date 19 Oct 2017 Crown Rating 1
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 1.26 Fund Size 406,043,795.11
Launch Date 30/11/1984 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.25 Sector IMA UK Equity Income
Min Investment (£) 0.00 Total Expense Ratio (%) 1.26
ISIN GB00B29MBL82 Min TopUp (£) 0.00

Fund Objective

The investment objective of this fund is to achieve capital growth in the long term by investing mainly in investment trust companies. The Halifax Fund of Investment Trusts Life and Pension funds invest directly into the Halifax Fund of Investment Trusts OEIC.

Fund Managers

Tony Foster
Tony is an investment director on the global equity team with particular involvement in UK stocks. Tony joined SWIP in 2000 and was responsible for managing the UK equity portfolios for SWIP's Life Assurance and Unit-linked Pension fund clients and for managing a fund of investment trusts. His research responsibilities included the following sectors: automobiles & parts, chemicals, construction & materials, electronic & electrical equipment, food producers, forestry & paper, general industrials, industrial engineering, industrial metals, investment trusts, mining, oil equipment, services & distribution and support services. Prior to joining SWIP, Tony spent nearly 12 years with Baillie Gifford. He initially trained as an analyst in UK equities before gaining six years experience as a fund manager in Pacific (ex Japan) equities. In 1995, he became a senior fund manager covering large UK companies. Tony holds a BA (Hons) in metallurgy, economics and management from the University of Oxford and is an Associate of the UK Society of Investment Professionals.
David Winning