Halifax Cautious Managed Fund I Acc header image

Halifax Cautious Managed Fund I Acc

Fund

ISIN GB00B051Z575 / Valor 2268266

NAV (2025-12-05)
GBP 0.70+0.03%

Halifax Cautious Managed Fund I Acc
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Halifax Cautious Managed seeks growth by primarily investing at least 60% in a diverse mix of fixed interest securities, including high-quality gilts and corporate bonds in sterling and euros, along with some lower-rated bonds. Up to 40% of the fund is allocated to a wide range of UK shares, covering large, medium, and small companies. The fund actively manages the balance between these fixed income and equity investments to achieve its growth objectives.

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Tags:
fixed income uk equities ftse all share

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OTHER SHARE CLASSES OF THIS FUND

Halifax Cautious Managed Fund G Acc
Halifax Cautious Managed Fund G Acc Halifax Cautious Managed Fund G Acc Valor: 2268271
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Annual Return

-50%0%+50%

Risk level

110
0.04%GBP 0.50
Halifax Cautious Managed Fund F Acc
Halifax Cautious Managed Fund F Acc Halifax Cautious Managed Fund F Acc Valor: 2268269
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.02%GBP 0.48
Halifax Cautious Managed Fund R Acc
Halifax Cautious Managed Fund R Acc Halifax Cautious Managed Fund R Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 1.30
Halifax Cautious Managed Fund Q Acc
Halifax Cautious Managed Fund Q Acc Halifax Cautious Managed Fund Q Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.08%GBP 1.27
Halifax Cautious Managed Fund P Acc
Halifax Cautious Managed Fund P Acc Halifax Cautious Managed Fund P Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 1.26
Halifax Cautious Managed Fund C Acc
Halifax Cautious Managed Fund C Acc Halifax Cautious Managed Fund C Acc Valor: 2268263
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Annual Return

-50%0%+50%

Risk level

110
0.02%GBP 0.54