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67.0

FUND

^1.00

1.52%

Last 1 Month(s)

0.63

67.0

Advice

Diversification Suggestion

Use Halifax to enhance returns of your portfolios. The fund experiences large bullish trend

Analyze Halifax UK Equity In Trend or Check current 30 days Halifax correlation with market (S&P 500)

1 Month Beta

0.32

Highest Price:

Lowest Price:

0.67

0.63

May 20 2013

April 29 2013

As returns on market increase, Halifax returns are expected to increase less than the market. However during bear market, the loss on holding Halifax will be expected to be smaller as well.

3181054

London

Halifax UK Equity Income C

HBOS Investment Fund Managers Limited

UK Equity Income

Benchmark S&P 500

Currency: GBP - Pound Sterling

Traded on London Stock Exchange

Number of Employees	1
Net Asset	2.89 B
Last Dividend Paid	0.01

3181054		1.52 %
SP 500		0.06 %
FTSE		0.63 %

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Tim Rees Money Manager

Fund Manager since July 12, 2008

Tim joined Insight Investment in 1984 in the specialist personal tax planning department. During his investment management career, spanning almost 16 years, he has managed a wide range of retail and institutional pensio...

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Halifax Price and Market Media

The median price of Halifax for the period between Wed, Apr 24, 2013 and Fri, May 24, 2013 is 0.67 with a coefficient of variation of 2.49. The daily time series for the period is distributed with a sample standard deviation of 0.02, arithmetic mean of 0.66, and mean deviation of 0.01. The Fund did not receive any noticable media coverage during the period.

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Halifax Summary

Halifax UK Equity Income C [3181054] is traded in UK and was established in September 15, 2002. The fund is listed under UK Equity Income category and is part of HBOS Investment Fund Managers Limited family. This fund presently has accumulated 2.89 B in total net assets with minimum initial investment of 30 K. Halifax UK Equity Income C is currenly generating return of 7.66% with the current yeild of 4.08%, while the total return for the last 3 years was 11.53%.

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Fund Instrument Allocation for Halifax

The fund consists of 93.98% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.

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Past Market

Performance

Over 30

Days

Out Of

100

Chance of

Bankruptcy

Less

Than

24 %

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Halifax vs. IP High

Correlation analysis and fundamentals comparison between Halifax UK Equity In and IP High Income Inc

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Halifax Asset Under Management

Halifax UK Equity Income C is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of UK Equity Income category is currently estimated at about 54.54 Billion. Halifax holds roughly 2.89 Billion in net asset claiming about 5% of UK Equity Income category.

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