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Halifax UK Equity Income

Ranked 48 out of 109 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Objective

To provide above average income, along with potential long-term capital growth, by investing mainly in UK company shares. Companies will be selected which have the potential to provide both rising income and growth over the longer term.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/03/2017 - 31/03/2018
  • Rank 48/109 Total Return
  • Rank 43/109 Standard Deviation
  • Rank 46/109 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.9%
2017 11.4% 4.6% 0.7% 1.5% 4.3%
2016 14.1% -0.7% 0.2% 10.0% 4.3%
2015 1.0% 5.5% -2.5% -6.6% 5.1%
2014 -1.3% -1.6% 1.0% 0.1% -0.8%
2013 21.9% 10.4% -0.8% 4.5% 6.5%
2012 7.6% 4.7% -4.5% 5.3% 2.3%
2011 -6.3% 1.2% -0.1% -13.6% 7.3%
2010 13.5% 6.0% -10.9% 12.1% 7.2%
2009 25.7% -11.7% 13.3% 21.3% 3.6%
2008 -25.9% -10.9% -2.4% -9.2% -6.1%
2007 4.6% 2.0% 5.1% -2.1% -0.4%
2006 14.1% 7.1% -1.7% 3.3% 4.9%
2005 22.1% 3.6% 4.7% 7.1% 5.0%
2004 13.0% 1.1% 2.7% 2.2% 6.5%
2003 17.3% -8.8% 16.1% 2.9% 7.5%
2002 -16.8% 6.5% -8.9% -17.2% 3.6%
2001 -8.5% -4.8% 3.4% -13.2% 7.0%
2000 1.3% -3.4% 3.5% 0.2% 1.0%
1999 25.1% 10.7% 6.5% -4.3% 10.9%
1998 10.0% 12.8% -1.5% -14.3% 15.5%
1997 24.0% 4.7% 4.1% 14.2% -0.5%
1996 13.7% 2.7% 0.7% 6.0% 3.7%
1995 5.6% 10.0% 3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/01/1995
  • Share Class size462Mn
  • Base currencyGBX
  • ISIN GB0031810541

Purchase Info

  • Min. initial investment30,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment1.5

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).