Halifax - Buy Funds - Investments

At a glance performance and information

Eligibility:

Share Dealing Account

ISA

ShareBuilder

SIPP

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Fund:

Man Balanced Managed Fund C Professional
Sector:

IA Mixed Investment 40-85% Shares
Benchmark:

IA Mixed Investment 40-85% Shares

Discrete calendar year performance

Discrete calendar year performance
Investment	31/03/20 to 31/03/21	31/03/21 to 31/03/22	31/03/22 to 31/03/23	31/03/23 to 31/03/24	31/03/24 to 31/03/25
Man Balanced Managed Fund C Professional	24.30%	5.84%	1.91%	14.48%	3.55%
IA Mixed Investment 40-85% Shares	26.44%	5.23%	-4.54%	10.16%	3.33%
IA Mixed Investment 40-85% Shares	26.44%	5.23%	-4.54%	10.16%	3.33%

Trailing returns

(*annualised)

Trailing returns
Investment	3 months	6 months	1 year	3 years*	5 years*
Man Balanced Managed Fund C Professional	0.87%	2.78%	4.73%	8.54%	7.98%
IA Mixed Investment 40-85% Shares	2.22%	1.77%	5.18%	6.40%	5.76%
IA Mixed Investment 40-85% Shares	2.22%	1.77%	5.18%	6.40%	5.76%

Overview

Fund Objective: Man Balanced Managed Fund principally invests in a range of investment funds which are operated, managed or advised by Man Fund Management UK Limited or any of its associates. It may also invest in exchange traded funds.

Manager name	Man Group
Manager start date	01 December 2022
Manager Biography	Adam Singleton is the CIO of External Alpha and chairs the External Alpha Investment Committee. He is responsible for the investment policy and oversight of externally invested client portfolios. He also serves on the Solutions Risk and Portfolio Committee and the Investment Committee.Previously, Adam held various positions across Man FRM, including Head of Investment Solutions, Head of Equity Long-Short manager selection, managing the Investment Risk function within the Risk Management team, as well as fund selection in Relative Value and Specialist Credit strategies.Prior to joining Man Group in 2005, Adam worked as an analyst within Investment Consulting at Watson Wyatt. Adam holds a BSc in Mathematics from the University of Warwick and is a CFA charterholder.

Investment style:	Aggressive
Region (geographical)	Global

Benchmark	IA Mixed Investment 40-85% Shares
Sector	IA Mixed Investment 40-85% Shares
FE fundinfo Rating	5 of 5

Fees & charges

Fees and Charges

Fees and Charges
Charge	Who receives this?	What is it?	Amount
Initial charge:	The fund manager	Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged.	0.00%
Ongoing Charges:	The fund manager	The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year.	0.90%
Performance Fee:	The fund manager	A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions.	N/A
Typical transaction cost:	The fund manager	The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading.	0.188%*
Dealing commission:	Halifax	The cost of buying or selling some or all of your investment.	£9.50 (per online trade)

*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.
Account charges are not included
Key Investor Information Document (KIID)Open KIID document
Fees & Charges

Breakdown

Asset Allocation

Fund size: 286,095,995.66 GBX

Chart not available

Chart date: June 27, 2025

Top 10 Holdings

Top 10 Holdings
Security	Weight
Man glg uk income fund	17.50%
Man dynamic allocation fund	13.15%
Man glg undervalued assets fund	12.77%
S&p500 emini fut jun25 (cme)	11.10%
Man glg high yield opportunities fund	7.26%
Glg japan core alpha equity	7.01%
Man glg continental european growth fund	5.88%
Man glg alpha select alternative	3.14%
Glg ri global sustainable growth alt cl iu h gbp	2.66%
Man dna free cash flow arp	2.31%

Sectors

Sectors
Sectors	Weight
No results

World regions

World regions
Country	Weight
No results

ESG

What is ESG?

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.

Man Balanced Managed Fund C Professional