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% |
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.
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.