Halifax Cautious Managed I

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 49.71 Day Change GBX +0.20 (0.40%)
Price Date 8 Dec 2016 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 3,113,262,692.30
Launch Date 06/04/2005 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 0.00 Total Expense Ratio (%) 0.00
ISIN GB00B051Z575 Min TopUp (£) 0.00

Fund Objective

The Investment objective of the fund is to achieve long term growth by investing in a managed portfolio of equities investing mainly in the UK and fixed interest investments such as corporate bonds and gilts.

Fund Managers

Matthew Davies
Matthew Davies manages the Fund. Matthew joined SWIP in October 2006 and has 11 years' investment management experience, 7 of which have been gained at SWIP.