Quick Stats

Bid Price - Offer Price -
Mid Price GBX 48.96 Day Change GBX -0.01 (-0.02%)
Price Date 16 Oct 2017 Crown Rating 1
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 1.51 Fund Size 145,178,112.20
Launch Date 30/11/1984 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 1.51
ISIN GB0031811952 Min TopUp (£) 50.00

Fund Objective

The investment objective of this fund is to achieve capital growth by active investment in UK companies with above average potential for growth. The Halifax Special Situations Life and Pension funds invest directly into the Halifax Special Situations 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.
Pan European Equity Team