ISIN:
GB00B6QGLF53
IA Sector:
IA Flexible Investment
Risk level:
FE fundinfo Rating:
3 of 5
Accumulation
Price:
926.1100 GBX
11 September 2026
Last change:
icon-up-small 0.43%
1 year change:
icon-up-small 21.24%
5 year annualised return:
9.88%
12 month yield:
0.86%
Investing for longer increases the likelihood of positive returns. Over a period of 5 years or more, investments usually give you a higher return compared to cash savings. But investments can go down as well as up in value. So you could get back less than you put in.
Add to chart:
Fund Objective: To provide a return, through a combination of capital growth and income, net of fees, over the long term (at least five years).
| Manager name | Jupiter Unit Trust Mgrs Ltd |
|---|---|
| Manager start date | 01 July 2014 |
| Manager Biography | Amanda is an Investment Manager & ESG Investment Director in the Independent Funds/Merlin team. She also chaired Jupiter’s Biodiversity WorkGroup (September 2022 - September 2023). Before joining Jupiter, Amanda spent fifteen years at JP Morgan Asset Management and associated firms, culminating in her role as investment director and executive director. Amanda also led the Corporate Governance team for Emerging Markets, Europe and Asia (EMEA). Amanda begun her career at Prudential Bache Financial Services (UK). Amanda is a Fellow of the Chartered Institute for Securities & Investments and a Fellow of the US Securities Exchange Commission Series 7 and Series 3. She also gained an Award in Pensions (DB & DC) Management Trustee Exam and serves as a trustee on a large UK pension scheme. |
| Investment style: | Active,Aggressive |
|---|---|
| Region (geographical) | Global |
| Benchmark | IA Flexible Investment |
|---|---|
| Sector | IA Flexible Investment |
| FE fundinfo Rating | 3 of 5 |
Fund size: 1,883,203,739.28 GBX
Chart date: September 11, 2026
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.
The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.
Find out more about responsible investing with Halifax including ESG (Environmental, Social and Governance).
Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.
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