Halifax Fund of Investment Trusts

Ranked 602 out of 756 in - Global over 12 months
All calculations are in GBP unless stated

Objective

To achieve long term capital growth by investing mainly in investment trusts. The trusts selected are those which are believed to invest in attractive markets and are expected to perform better than other investments in the same asset category.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.7%
2018 -10.1% -4.9% 8.4% 0.9% -13.6%
2017 18.7% 6.3% 3.9% 2.1% 5.3%
2016 15.7% -4.6% 1.8% 13.1% 5.4%
2015 6.6% 5.2% -0.6% -6.4% 8.8%
2014 5.5% 0.1% 0.9% 0.5% 3.9%
2013 22.6% 12.5% -1.5% 5.4% 5.0%
2012 12.8% 10.5% -5.8% 5.2% 3.1%
2011 -11.1% 1.3% 1.0% -13.7% 0.8%
2010 24.6% 8.5% -6.1% 9.1% 12.1%
2009 33.4% -5.7% 17.2% 18.6% 1.7%
2008 -35.4% -4.7% -2.0% -15.8% -17.9%
2007 3.0% 4.3% 2.8% -0.1% -3.9%
2006 13.6% 9.3% -6.1% 3.5% 6.9%
2005 34.1% 4.4% 5.0% 13.1% 8.2%
2004 18.6% 4.3% 0.6% 3.5% 9.2%
2003 30.4% -6.7% 18.4% 9.3% 8.1%
2002 -21.6% 3.5% -7.1% -21.8% 4.3%
2001 -16.7% -7.5% 1.9% -21.1% 12.0%
2000 -0.5% 4.7% -1.7% 5.1% -7.9%
1999 43.6% 8.6% 8.8% 1.2% 20.1%
1998 4.7% 14.4% 2.8% -18.7% 9.5%
1997 11.0% 6.5% 3.7% 4.4% -3.8%
1996 10.7% 6.6% 2.8% 2.6% -1.5%
1995 12.5% -4.1% 7.3% 6.2% 2.9%
1994 -5.9% -1.7% -6.3% 4.3% -2.1%
1993 57.1% 12.4% 7.0% 12.5% 16.1%
1992 23.9% 3.5% 3.0% -1.3% 17.8%
1991 16.7% 18.8% -0.7% 6.2% -6.9%
1990 -18.5% -8.8% 6.5% -17.5% 1.7%
1989 38.5% 20.8% 7.6% 6.8% -0.2%
1988 23.8% 8.7% 11.5% 1.9% 0.1%
1987 0.2% 16.5% 14.8% 12.6% -33.5%
1986 31.7% 13.4% 1.3% -5.3% 21.1%
1985 24.0% 17.2% -8.6% 4.7% 10.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/11/1984
  • Share Class size34Mn
  • Base currencyGBX
  • ISIN GB0031811739

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).