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.
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.
1.20%
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.
* Foreign currency charges will apply when trading in international securities
Top 10 Holdings
Top 10 Holdings
Security
Weight
Insmed incorporated
18.63%
Novocure loan
8.43%
Evolus loan
5.32%
Urogen pharma ltd ord
4.27%
Geron loan
4.20%
Precigen loan
4.19%
Tarsus loan
3.16%
Harrow equity
3.13%
Cytokinetics equity
3.07%
Alphatec loan
3.01%
Sectors
Sectors
Sector
Weight
Health Care
63.68%
Money Market
36.32%
World regions
World regions
Country
Weight
USA
78.42%
Cash
12.52%
EU
8.42%
UK
0.64%
Important information
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.
The information contained on this website and in the tools, data, prices, news, charts, fundamentals and other content made available through it is provided by Communify Europe Limited, unless expressly stated otherwise.
The information is provided for informational purposes only. It does not constitute investment advice, a personal recommendation, investment research, a research recommendation, an invitation or inducement to engage in investment activity, or a recommendation to buy, sell or hold any share, company, fund, investment vehicle or other financial instrument. Communify Europe Limited does not assess the suitability or appropriateness of any investment for any user.
The information is based on sources that Communify Europe Limited considers reliable. However, Communify Europe Limited does not guarantee that the information is accurate, complete, current, uninterrupted, secure or error-free. Prices, quotes and trades may be delayed by at least fifteen minutes unless expressly stated to be provided in real time.
Past performance is not an indicator of future performance. Communify Europe Limited does not guarantee the return of any investment or the performance of any security, company, investment vehicle, index, underlying asset or market. The value of investments may rise or fall, and investors may lose all or part of the amount invested.
To the extent permitted by applicable law, Communify Europe Limited will not be liable for any loss or damage arising from use of the information contained on this website. Nothing in this notice excludes or limits liability for fraud, death or personal injury caused by negligence, breach of the duty to provide services with reasonable care and skill, or any other liability that cannot be excluded or limited under applicable law. Terms and conditions apply.
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.
