Halifax Cautious Managed I
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 49.71||Day Change||GBX +0.20 (0.40%)|
|Price Date||8 Dec 2016||Crown Rating|
|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|
|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|
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.
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.