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.

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Fund:

FTGF ClearBridge Global Growth Leaders X Acc GBP
Sector:

FO Equity - Ethical
Benchmark:

MSCI ACWI

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
FTGF ClearBridge Global Growth Leaders X Acc GBP	N/A%	N/A%	N/A%	N/A%	N/A%
FO Equity - Ethical	5.31%	-5.42%	15.65%	-0.14%	11.02%
MSCI ACWI	9.25%	-5.12%	25.03%	7.89%	19.70%

Trailing returns

(*annualised)

Trailing returns
Investment	3 months	6 months	1 year	3 years*	5 years*
FTGF ClearBridge Global Growth Leaders X Acc GBP	8.07%	4.81%	N/A%	N/A%	N/A%
FO Equity - Ethical	9.80%	8.65%	17.89%	11.54%	6.35%
MSCI ACWI	11.90%	11.81%	28.14%	19.97%	12.36%

Overview

Fund Objective: N/A

Manager name	Franklin Temp Intnl Serv SARL
Manager start date	31 December 2025
Manager Biography	Elisa is a portfolio manager on numerous global and international growth strategies and Head of the Global Growth Equity investment team at ClearBridge Investments. Elisa is also responsible for covering the consumer sector for international and global growth portfolios. She joined the firm in 2008 and the investment industry in 1986. Elisa began her tenure as a portfolio manager at Global Currents Investment Management, which became part of ClearBridge in 2013. She joined ClearBridge as a portfolio manager and became Head of Global Growth later that same year. Prior to joining the firm, she was a portfolio manager and Head of the International and Global Equity Investments Group at Oppenheimer Capital, a division of Allianz Global Investors, where she was also an executive vice president and managed the Central European Value Fund, with responsibility for several other funds at the firm, portfolio manager at Clemente Capital, and a vice president at Mitchell Hutchins Asset Management, now a subsidiary of UBS, in the high-yield investment area. Elisa received a B.A. in economics and finance from Douglass College, Rutgers University.

Investment style:	Value
Region (geographical)	Global

Benchmark	MSCI ACWI
Sector	FO Equity - Ethical
FE fundinfo Rating	N/A

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.	0.80%
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.	0%
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: 186,457,908.00 GBP

Chart date: June 15, 2026

Top 10 Holdings

Top 10 Holdings
Security	Weight
Nvidia corporation	6.63%
Alphabet inc.	5.77%
Apple inc.	4.46%
Taiwan semiconductor manufacturing company limited	3.95%
Amazon.com, inc.	3.88%
Broadcom inc.	2.96%
Johnson controls international public limited company	2.30%
Johnson & johnson	2.19%
Prysmian s.p.a.	2.00%
Eli lilly and company	1.89%

Sectors

Sectors
Sectors	Weight
Information Technology	32.40%
Industrials	13.81%
Health Care	11.67%
Communications	11.63%
Consumer Discretionary	9.17%
Financials	8.74%
Consumer Staples	7.12%
Utilities	2.78%
Materials	1.98%
Cash & Cash Equivalents	0.69%

World regions

World regions
Country	Weight
United States	58.99%
Other	13.54%
Japan	5.26%
Taiwan	4.95%
United Kingdom	4.44%
China	3.53%
Canada	3.04%
South Korea	2.92%
Germany	2.65%
Cash	0.69%

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).

FTGF ClearBridge Global Growth Leaders X Acc GBP