Our funds werent launched until 16th September 2019. Fund manager approach: BalancedOur Balanced fund aims to hold a mixture of shares and bonds typically on a relatively equal basis. The service fee is 0.24%(capped at 36 and applicable to the 2023 fee). The performance data includes the ongoing charge and all transaction costs within the fund,but does not include the 36 service fee. The Last Available Price for each fund is shown below the graph and this is usually the price from the previous trading day. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Opens in a new browser window. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. 4 0 obj Fund prices and charges. The data in the below table and performance chart refer to the past, and past performance is not a reliable indicator of future results. Investment value and income from it may fall as well as rise, as a result of market and currency movements. Actions. All of the big five high street banks NatWest, Lloyds Bank, HSBC, Barclays and Santander operate investment platforms for customers. Its biggest equity holdings are Apple and Microsoft. Fund. Fund manager approach:ProgressiveOur Progressive fund is dominated by exposure to UK and International shares but may also have some bonds, property, cash and absolute returns strategies to aim to lower volatility during market fluctuations. Managed Growth Fund 6 KIID(PDF, 107KB) The total cost is a combination of the service fee, ongoing charge and transaction costs: In order to view your existing Ready Made Investments you will need to sign in to your Internet Banking. The Fund aims to provide income combined with prospects for investment growth over the long term. NZmNN Fyf7w^_^=O,CcjpI[g?qyr7I8(NOg?gmHQ\ WeGY328Jr\.)5}+)(0#ad)v|hl!_# The only difference between these accounts is that the Investment ISA lets you use your annual ISA allowance. Get 0% commission on US shares when you make 3+ trades in the previous month. The securities listed above are not registered and will not be registered for sale in the United Sates and cannot be purchased by U.S. investors as the securities can only be purchased in jurisdictions where they have been registered for sale or where an exemption from registration applies.
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