Halifax - Buy Funds - Investments

At a glance performance and information

Eligibility:

Share Dealing Account

ISA

ShareBuilder

SIPP

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.

1 W 1 M 3 M 6 M YTD 1 Y 3 Y 5 Y Max

Add to chart:

Fund:

CG AJ Bell Responsible Screened Growth I Acc
Sector:

IA Flexible Investment
Benchmark:

Index

Discrete calendar year performance

Discrete calendar year performance
Investment	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	31/03/25 to 31/03/26
CG AJ Bell Responsible Screened Growth I Acc	6.98%	-4.19%	9.92%	4.05%	11.62%
IA Flexible Investment	4.95%	-4.03%	10.08%	2.92%	12.36%
N/A	N/A%	N/A%	N/A%	N/A%	N/A%

Trailing returns

(*annualised)

Trailing returns
Investment	3 months	6 months	1 year	3 years*	5 years*
CG AJ Bell Responsible Screened Growth I Acc	11.74%	10.27%	21.46%	12.92%	7.54%
IA Flexible Investment	8.87%	9.64%	20.50%	11.77%	6.30%
N/A	N/A%	N/A%	N/A%	N/A%	N/A%

Overview

Fund Objective: The Fund aims to make a positive return over 5 years by investing with a preference towards riskier assets such as company shares, and a smaller holding in defensive assets such as cash and bonds. The Fund will have a bias towards assets that are screened for consistency with a responsible strategy that will exhibit environmental, social and governance (ESG) characteristics.

Manager name	Carne Global Fund Managers (UK) Limited
Manager start date	N/A
Manager Biography	N/A

Investment style:	Flexible
Region (geographical)	Global

Benchmark	N/A
Sector	IA Flexible Investment
FE fundinfo Rating	3 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.	0.45%
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: 223,869,035.41 GBX

Chart date: June 19, 2026

Top 10 Holdings

Top 10 Holdings
Security	Weight
Xtrackers esg msci usa etf	16.98%
Ishares msci usa sri etf	13.70%
Ubs msci uk imi socially responsible etf	11.07%
Amundi msci europe sri pab etf	9.84%
Amundi msci uk imi sri pab etf	9.71%
Xtrackers esg msci emerging markets etf	8.91%
Amundi msci emerging markets ex china etf	8.41%
Ishares msci japan sri etf	5.99%
Ubs msci china esg universal etf	4.03%
Invesco global high yield corporate bond esg climate transition ucits etf	3.34%

Sectors

Sectors
Sectors	Weight
Equities	21.17%
Equities	20.99%
Equities	19.82%
Equities	15.48%
Equities	6.91%
High Yield Bond	3.18%
Fixed Interest	3.04%
Equities	2.91%
Equities	2.83%
Cash & Cash Equivalents	1.97%

World regions

World regions
Country	Weight
North America	30.67%
UK	20.78%
Global Emerging Markets	20.34%
Europe ex UK	9.84%
Japan	5.99%
International	5.03%
China	4.03%
Asia Pacific ex Japan	2.97%
Money Market	0.72%

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.

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).

CG AJ Bell Responsible Screened Growth I Acc