Halifax Fund of Investment Trusts A
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 870.90||Day Change||GBX -5.10 (-0.58%)|
|Price Date||24 Feb 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.00 %|
|Total Expense Ratio||0.50||Fund Size||386,491,675.41|
|Launch Date||30/11/1984||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.50||Sector||IMA UK Equity Income|
|Min Investment (£)||0.00||Total Expense Ratio (%)||0.50|
|ISIN||GB0001370617||Min TopUp (£)||0.00|
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.
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.