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Halifax UK FTSE 100 Tracker Fund

The following information for the Halifax UK FTSE 100 Tracker Fund is as of the 31st December 2021.

If you would like up to date information you can access this on your MyPlans account >

Fund Objective

The fund aims to achieve long-term capital growth and produce a return (in respect of income and capital growth) that aims to match as closely as possible the performance of the FTSE 100 Index, before fees and charges are deducted.

How has the fund been performing?

See how the unit price of this fund has performed over the past 5 years.

 

Growth to 31st Dec 2021

Fund name

1 Yr

3 Yrs

5 Yrs

Halifax UK FTSE 100 Tracker Fund

15.9% 19.1% 20.1%

 

Change in price of units over one year period to 31st Dec 2021

Fund name

2021

 2020

2019

 2018

2017

Halifax UK FTSE 100 Tracker Fund

15.9% -11.6% 16.2% -9.1% 11.0%

Halifax performance graph 2021

Please remember that, with a unit-linked investment, the value of your investment may go down as well as up, and that past performance should not be seen as an indication of future performance.

Sector Allocation

The range of sector which form part of your fund and what it invests in.

2021 Halifax sector allocation pie chart

 

Top 10 Holdings

The largest company holdings that the fund invests in.

Company

% of fund

AstraZeneca

6.7

Unilever

5.0

Diageo

4.6

HSBC Holdings

4.6

GlaxoSmithKline

4.0

Royal Dutch Shell A

3.3

BP

3.2

British American Tobacco

3.1

Royal Dutch Shell B

2.9

Rio Tinto

2.7

Total

40.1

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From 28th March 2022 this fund has changed to:

UK Large Company Tracker Fund

The fund aims to achieve long-term capital growth and produce a return (in respect of income and capital growth) that aims to match as closely as possible the performance of the FTSE 100 Custom Screened Index, before fees and charges are deducted, by investing in UK shares. This index is an amended version of the FTSE 100 Index that aims to invest more responsibly by excluding companies involved in industries such as Controversial Weapons, Thermal Coal and Tobacco.