Based on a set of criteria provided by Halifax, Morningstar have created a shortened fund list from the available funds in our funds supermarket. These funds cover a range of sectors, risk profiles and fund types, for example; active and index trackers.
Who are Morningstar?
The wider Morningstar group provides independent analysis and ratings of investment funds to help investors evaluate funds. They have a team of approximately 100 fund analysts worldwide. The team look at the strengths and weaknesses of a fund based on five areas; process / performance / people / parent / price. The Morningstar Investment Management team use those ratings and research to select a list of funds which match the criteria set by Halifax.
Can funds in the Select List change?
Morningstar will monitor how the funds are doing each quarter and may make suggestions to Halifax to change some of the funds. We will review the suggested changes and make these available to our customers. You can see any changes here.
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.
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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