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Past performance is not a guide to future performance. Please remember the value of your investment may go down as well as up and you may not get back the full amount you invest. We don't provide advice so if you are in any doubt about buying and selling shares or making your own investment decisions we recommend you seek advice from a suitably qualified Financial Advisor. For full information about the sources of data we use, please read the page footer.
|Investment||31/12/14 to 31/12/15||31/12/15 to 31/12/16||31/12/16 to 31/12/17||31/12/17 to 31/12/18||31/12/18 to 31/12/19|
|Investment||3 months||6 months||1 year||3 years *||5 years *|
|Typical transaction cost:||0.5% of your investment (you'll be provided with the exact cost before investing in a fund)|
|*Online dealing commission:||£12.50|
The investment objective is to provide a combination of income and long term capital growth. The fund invests in a diversified range of UK equities, bonds and cash, which meet the fund‟s predefined ethical criteria. Equities will be limited to a maximum of 60% of the fund's value at all times.
Mixed Investment 20-60% Shares
Manager start date:
01 May 2010
Iain Buckle is an investment manager in the Fixed Income team with responsibility for credit analysis, particularly securitised and structured finance assets. Iain is the co-manager of several funds with a primary focus on sterling credit mandates. His funds include the Kames Sterling Corporate Bond Fund, core pooled and segregated mandates and funds included in our ethical bond franchise. As an experienced fund manager Iain is responsible for overseeing the institutional pooled and buy-and-hold portfolios managed across the team. Iain joined us in 2000 from Baillie Gifford where he was a fixed income analyst. He studied Economics at Heriot Watt University.
GBP Moderate Allocation
|Network Rail Infrastructure Finance Plc 3%||2.02%|
|Kreditanstalt Fur Wiederaufbau 0.88%||1.95%|
|Nordic Investment Bank 0.63%||1.92%|
|International Bank for Reconstruction and Development 1%||1.92%|
|AVEVA Group PLC||1.92%|
|Kreditanstalt Fur Wiederaufbau 5.5%||1.91%|
|GB Group PLC||1.91%|
|UNITE Group PLC||1.55%|
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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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