halifax stakeholder pension fund factsheets

If you’re invested in the Scottish Widows Income & Growth Funds, offered through Halifax, Lloyds and Bank of Scotland branches between June 2010 and October 2012, the KIIDs, SIID, Prospectus and forms can be found here. If you're unsure if your funds are in this range, please check your Annual Benefit Statement. Halifax Gilt & Fixed Interest Pension Fund objective To provide income and the potential for capital growth by investing UK Government bonds (gilts). UK Investment Funds ICVC. Everything you need to know about our investment options along with expert insight on topical investment issues and the markets. Lifestyling. Our partners Morningstar have picked a range of highly-rated funds which could help make creating your own portfolio easier. Putting money away now … Choose one of the following options to see the current fund prices available in that category. Risk types. Market update and investment risks. Fund changes. The Fund Manager aims to outperform the FTSE Actuaries UK Conventional Gilts All Stocks Index by 0.75% per annum on a rolling 3 year basis, before deduction of fees. Halifax Pelican Pension Asset allocation Key Rank Asset class % of Fund (31.12.2020) A 1 UK Equities 97.1 B 2 Property Shares 1.5 C 3 Money Market 0.6 D 4 Futures 0.6 E 5 Global Equities 0.2 Regional breakdown Key Rank Region % of Fund (31.12.2020) A 1 United Kingdom 99.8 B 2 Global Exposure 0.2 Sector breakdown Key Rank Sector % of Fund Funds and investment insights. The Fund is actively managed. Growth of 1,000 (GBP) Advanced Graph. More options. Fund factsheets - Individual pensions. Fund information for all other fund ranges, including: insured Group SIPP, Group Personal Pension, insured Flexible Pension Plan and stakeholder funds Important information The value of investments can go down as well as up. Fund guides. Important note:-This information is only for existing customers to use when assessing the funds in which they're invested.If you want to make changes to the amount you invest in a fund, move into a different fund or start a new investment, you should speak to … Life Fund Halifax Pelican From 28th September 2019, we replaced Aberdeen Asset Investments with Schroders Investment Management as Investment Adviser to the underlying OEIC fund. Or you can use it to check the funds you're already invested in. Management style. 31/01/2021. Halifax High Income Stakeholder Pension Fund. Workplace pension; Stakeholder pension ... You can find all the information you need about funds, including prices, performance, charges and fact sheets using our fund checker. All. All Active Index tracker. Association of British Insurers (ABI) - sector definitions. Fund. We update our fund prices each working day. Performance History. How we manage our Unit-Linked funds. This range of funds is available to company-sponsored pension schemes provided by Prudential, examples include group personal pensions, stakeholder pensions, money purchase pensions and additional voluntary contributions. View the top rated funds. Register to Unlock Ratings. All Up to 0.5% Up to 1% Up to 1.5% Up to 2% 2% or more. Lump Sum Investment Account. Select the product you're thinking of investing in and you'll see all the funds available. Ongoing charges. Retirement may seem a long way ahead when you’re under 50. Fund prices, charges and updates. Planning ahead - Tips for retirement for the under 50s. Top Rated Funds. There could be lots of other demands for any extra money you earn –holidays, children heading off to university or supporting elderly relatives. PruFund Range of Funds - Expected Growth Rates & Unit Price Adjustments. Understanding the risk rating. 11.6. For most funds, you can also view or download factsheets, including past performance, by selecting the fund information icon. We believe this appointment will benefit through the prospect of improved future performance, and the fund will continue to be managed within its existing risk profile.

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