Halifax UK Growth P Acc (0P0001A1IX.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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Halifax UK Growth P Acc
West Yorkshire
Trinity Road
+44 (0)1904 611 110
Management information
,Lead manager since 13 July 2008
Stuart Eaton graduated from Kent University in 1984 with a degree in Mathematics and subsequently joined Atkinsons, where he became an Investment Manager. In 1992, after a spell with Provident Mutual, Stuart joined Capital House which Newton acquired in November 1994. Stuart also chairs the UK Equities Model and is a member of the UK Equities group.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyHBOS Investment Fund Managers Limited
Net assets2.83B
YTD return10.02%
Yield2.73%
Morningstar rating★★
Inception date16 Sept 2002
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnover62.26%
Average for categoryN/A
Fees and expenses
Expense0P0001A1IX.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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