Halifax UK Equity Income Fund F header image

Halifax UK Equity Income Fund F

Fund

ISIN GB00B29M9818 / Valor null

NAV (2024-11-15)
GBP 0.49-0.06%

Halifax UK Equity Income Fund F
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General Objective

The fund aims to provide income, along with potential capital growth, by investing in shares of companies that are part of the FTSE All-Share Index. The goal is to deliver an income of 110% of the dividend yield of the Index on a rolling 3-year basis and outperform the Index by 1.25% per annum on a rolling 3-year basis.

Fund Exposure

At least 80% of the fund will invest in companies that are part of the Index, with a focus on companies incorporated, domiciled, or having a significant part of their business in the UK. The fund seeks to hold more in companies with higher than average dividend yields and potential for long-term capital growth. It aims to hold more in sectors expected to provide a higher than average dividend yield, while maintaining a balance between asset spread and risk management.

Risks

Investors should aim to hold their investment in the fund for the medium to long term (at least five to ten years). The fund may use derivatives and stock lending for efficient portfolio management, which could help reduce risk or generate extra income or growth. The fund's performance may differ from the Index, and there are share classes where fees exceed the outperformance target relative to the Index, potentially leading to underperformance after deduction of fees.

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Source

https://www.investments.halifax.co.uk/funds-centre/fund-supermarket/GB00B888FR33

Tags:
uk equities ftse all-share index dividend yield

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OTHER SHARE CLASSES OF THIS FUND

Halifax UK Equity Income Fund D
Halifax UK Equity Income Fund D Halifax UK Equity Income Fund D Valor: 10077565
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Annual Return

-50%0%+50%

Risk level

110
-0.06%GBP 0.49
Halifax UK Equity Income Fund C
Halifax UK Equity Income Fund C Halifax UK Equity Income Fund C Valor: 1658458
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 1.02
Halifax UK Equity Income Fund G
Halifax UK Equity Income Fund G Halifax UK Equity Income Fund G
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.06%GBP 0.50
Halifax UK Equity Income Fund E
Halifax UK Equity Income Fund E Halifax UK Equity Income Fund E
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.04%GBP 0.24
Halifax UK Equity Income Fund K Inc
Halifax UK Equity Income Fund K Inc Halifax UK Equity Income Fund K Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.05%GBP 0.94
Halifax UK Equity Income Fund H Inc
Halifax UK Equity Income Fund H Inc Halifax UK Equity Income Fund H Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.05%GBP 0.93
Halifax UK Equity Income Fund S Inc
Halifax UK Equity Income Fund S Inc Halifax UK Equity Income Fund S Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.04%GBP 0.96
Halifax UK Equity Income Fund Q Acc
Halifax UK Equity Income Fund Q Acc Halifax UK Equity Income Fund Q Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.08%GBP 1.31
Halifax UK Equity Income Fund R Acc
Halifax UK Equity Income Fund R Acc Halifax UK Equity Income Fund R Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.07%GBP 1.34
Halifax UK Equity Income Fund P Acc
Halifax UK Equity Income Fund P Acc Halifax UK Equity Income Fund P Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 1.30