Halifax Smaller Companies A

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 185.90 Day Change GBX -0.10 (-0.05%)
Price Date 9 Dec 2016 Crown Rating 1
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.50 Fund Size 145,086,536.62
Launch Date 01/10/1990 Standard Initial Charge (%) 4.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.50 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 0.50
ISIN GB0001385367 Min TopUp (£) 250.00

Fund Objective

To achieve long term capital growth through investing mainly in smaller companies, principally in the U.K. The Halifax Smaller Companies Life and Pension funds invest directly into the Halifax Smaller Companies OEIC.

Fund Managers

Jeremy Whitley
Jeremy was appointed Head of UK and European Equities in July 2009. Previous roles at Aberdeen include Senior Investment Manager on the Global Equity Team as well as the Asian Equities Team based in Singapore. Jeremy graduated with an MA (Joint Hons) in English and Art History from the University of St Andrews and an MBA from the University of Edinburgh.