MoneyAM Fund Centre

Top 10 Performing Funds

Top 10 Crown Rated

 
Name Rating
S&W Brixworth 5
Glenhuntley Portfolio Trust Acc 5
Liontrust SF Caut Mngd 2 Inc 5
The Notts Trust 5
S&W The Magpie A Inc 5
Liontrust SF Dfnsv Mngd 2 Inc 5
Fidelity UK Inc Opps A Acc 5
Liontrust Spl Sits A Inc 5
BNY Mellon Lg Crp Bd NX Inc 5
Man GLG Con Er Gth CH Hg Pf 5
 More results »
 More results »
 
 
 
Fund name Sector name Crown Rating Performance 1Y (%) Yield (%)
Halifax Fund of Invtmnt Trsts G Global 1 8.29 0.00
Halifax Fund of Invtmnt Trsts I Global 1 9.44 0.00
Halifax Fund of Invtmnt Trsts P Global 1 8.29 0.00
Halifax Fund of Invtmnt Trsts Q Global 1 8.54 0.00
Halifax Fund of Invtmnt Trsts R Global 1 8.87 0.00
Halifax International Growth A Global 2 7.53 0.00
Halifax International Growth C Global 2 6.54 0.00
Halifax International Growth F Global 2 6.64 0.00
Halifax International Growth G Global 2 6.90 0.00
Halifax International Growth I Global 2 8.05 0.00
Halifax International Growth P Global 2 7.07 0.00
Halifax International Growth Q Global 2 7.13 0.00
Halifax International Growth R Global 2 7.40 0.00
Halifax Japanese A Japan 1 4.68 0.00
Halifax Japanese C Japan 1 3.59 0.00
Halifax Japanese F Japan 1 3.71 0.00
Halifax Japanese G Japan 1 3.98 0.00
Halifax Japanese I Japan 1 5.20 0.00
Halifax Japanese P Japan 1 4.08 0.00
Halifax Japanese Q Japan 1 4.25 0.00
Halifax Japanese R Japan 1 4.49 0.00
Halifax North American A North America 1 11.51 0.00
Halifax North American C North America 1 10.47 0.00
Halifax North American F North America 1 10.67 0.00
Halifax North American G North America 1 10.92 0.00
Halifax North American I North America 1 12.07 0.00
Halifax North American P North America 1 11.06 0.00
Halifax North American Q North America 1 11.19 0.00
Halifax North American R North America 1 11.49 0.00
Halifax Smaller Companies A UK Smaller Companies 1 -5.60 0.00
Halifax Smaller Companies C UK Smaller Companies 1 -6.67 0.00
Halifax Smaller Companies F UK Smaller Companies 1 -6.35 0.00
Halifax Smaller Companies G UK Smaller Companies 1 -6.11 0.00
Halifax Smaller Companies I UK Smaller Companies 1 -5.20 0.00
Halifax Smaller Companies P UK Smaller Companies 1 -6.13 0.00
Halifax Smaller Companies Q UK Smaller Companies 1 -5.92 0.00
Halifax Smaller Companies R UK Smaller Companies 1 -5.65 0.00
Halifax Special Situations A UK All Companies 2 -14.96 0.00
Halifax Special Situations C UK All Companies 2 -15.94 0.00
Halifax Special Situations F UK All Companies 2 -15.64 0.00
Halifax Special Situations G UK All Companies 2 -15.40 0.00
Halifax Special Situations I UK All Companies 2 -14.58 0.00
Halifax Special Situations P UK All Companies 2 -15.33 0.00
Halifax Special Situations Q UK All Companies 2 -15.20 0.00
Halifax Special Situations R UK All Companies 2 -15.00 0.00
Halifax UK Equity Income A UK Equity Income 2 -12.01 3.80
Halifax UK Equity Income B UK Equity Income 2 -12.46 3.80
Halifax UK Equity Income C UK Equity Income 2 -12.85 0.00
Halifax UK Equity Income D UK Equity Income 2 -12.81 3.80
Halifax UK Equity Income E UK Equity Income 2 -12.72 3.80
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
Halifax Fund of Invtmnt Trsts G -0.50 -2.64 -3.14 14.47 19.51 29/01/2021
Halifax Fund of Invtmnt Trsts I -0.52 -2.62 -3.03 14.77 20.15 29/01/2021
Halifax Fund of Invtmnt Trsts P -0.51 -2.63 -3.11 14.44 19.53 29/01/2021
Halifax Fund of Invtmnt Trsts Q -0.50 -2.67 -3.15 14.56 19.60 29/01/2021
Halifax Fund of Invtmnt Trsts R -0.50 -2.64 -3.05 14.58 19.78 29/01/2021
Halifax International Growth A -0.36 -2.52 -0.20 12.09 10.92 29/01/2021
Halifax International Growth C -0.38 -2.53 -0.29 11.86 10.44 29/01/2021
Halifax International Growth F -0.36 -2.53 -0.26 11.88 10.48 29/01/2021
Halifax International Growth G -0.38 -2.53 -0.25 11.95 10.62 29/01/2021
Halifax International Growth I -0.38 -2.52 -0.18 12.23 11.18 29/01/2021
Halifax International Growth P -0.38 -2.54 -0.23 11.95 10.62 29/01/2021
Halifax International Growth Q -0.38 -2.53 -0.23 11.99 10.75 29/01/2021
Halifax International Growth R -0.38 -2.51 -0.23 12.04 10.92 29/01/2021
Halifax Japanese A -2.11 -3.65 -2.37 7.60 13.25 29/01/2021
Halifax Japanese C -2.13 -3.69 -2.45 7.33 12.69 29/01/2021
Halifax Japanese F -2.14 -3.69 -2.44 7.35 12.76 29/01/2021
Halifax Japanese G -2.14 -3.67 -2.43 7.42 12.90 29/01/2021
Halifax Japanese I -2.12 -3.65 -2.34 7.71 13.52 29/01/2021
Halifax Japanese P -2.13 -3.69 -2.46 7.49 12.99 29/01/2021
Halifax Japanese Q -2.12 -3.60 -2.37 7.56 13.04 29/01/2021
Halifax Japanese R -2.10 -3.65 -2.35 7.59 13.24 29/01/2021
Halifax North American A 0.02 -1.72 0.73 9.81 11.81 29/01/2021
Halifax North American C 0.00 -1.73 0.68 9.56 11.30 29/01/2021
Halifax North American F 0.10 -1.69 0.67 9.65 11.43 29/01/2021
Halifax North American G 0.00 -1.71 0.74 9.69 11.54 29/01/2021
Halifax North American I 0.01 -1.73 0.76 9.95 12.09 29/01/2021
Halifax North American P 0.07 -1.70 0.70 9.71 11.66 29/01/2021
Halifax North American Q 0.00 -1.76 0.69 9.76 11.62 29/01/2021
Halifax North American R 0.07 -1.74 0.76 9.82 11.83 29/01/2021
Halifax Smaller Companies A -0.13 -1.51 -3.84 17.55 23.30 29/01/2021
Halifax Smaller Companies C -0.09 -1.52 -3.83 17.20 22.60 29/01/2021
Halifax Smaller Companies F -0.10 -1.52 -3.80 17.32 22.83 29/01/2021
Halifax Smaller Companies G -0.10 -1.52 -3.77 17.38 22.98 29/01/2021
Halifax Smaller Companies I -0.13 -1.51 -3.79 17.67 23.61 29/01/2021
Halifax Smaller Companies P -0.08 -1.48 -3.78 17.39 22.98 29/01/2021
Halifax Smaller Companies Q -0.08 -1.55 -3.82 17.40 23.13 29/01/2021
Halifax Smaller Companies R -0.08 -1.53 -3.79 17.53 23.29 29/01/2021
Halifax Special Situations A -0.28 -3.18 -3.83 24.54 12.94 29/01/2021
Halifax Special Situations C -0.31 -3.23 -3.90 24.15 12.29 29/01/2021
Halifax Special Situations F -0.30 -3.22 -3.84 24.29 12.51 29/01/2021
Halifax Special Situations G -0.29 -3.21 -3.81 24.37 12.67 29/01/2021
Halifax Special Situations I -0.28 -3.23 -3.82 24.65 13.25 29/01/2021
Halifax Special Situations P -0.19 -3.20 -3.75 24.42 12.72 29/01/2021
Halifax Special Situations Q -0.29 -3.17 -3.80 24.45 12.80 29/01/2021
Halifax Special Situations R -0.29 -3.23 -3.76 24.50 12.92 29/01/2021
Halifax UK Equity Income A -0.33 -2.63 -3.48 17.05 7.97 29/01/2021
Halifax UK Equity Income B -0.37 -2.64 -3.54 16.94 7.70 29/01/2021
Halifax UK Equity Income C -0.38 -2.67 -3.42 16.81 7.48 29/01/2021
Halifax UK Equity Income D -0.37 -2.66 -3.62 16.81 7.48 29/01/2021
Halifax UK Equity Income E -0.38 -2.67 -3.60 16.82 7.52 29/01/2021
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
Halifax Fund of Invtmnt Trsts G 1 8.29 17.01 -6.12 18.96 28.38
Halifax Fund of Invtmnt Trsts I 1 9.44 18.16 -5.23 20.23 29.67
Halifax Fund of Invtmnt Trsts P 1 8.29 17.01 -6.08 - -
Halifax Fund of Invtmnt Trsts Q 1 8.54 17.28 -5.88 - -
Halifax Fund of Invtmnt Trsts R 1 8.87 17.57 -5.61 - -
Halifax International Growth A 2 7.53 14.79 -4.55 15.34 36.43
Halifax International Growth C 2 6.54 13.82 -5.40 14.35 35.91
Halifax International Growth F 2 6.64 13.98 -5.30 14.49 35.42
Halifax International Growth G 2 6.90 14.25 -5.06 14.79 35.72
Halifax International Growth I 2 8.05 15.37 -4.08 15.87 37.06
Halifax International Growth P 2 7.07 14.39 -4.92 - -
Halifax International Growth Q 2 7.13 14.54 -4.82 - -
Halifax International Growth R 2 7.40 14.85 -4.55 - -
Halifax Japanese A 1 4.68 10.06 -7.78 12.23 33.08
Halifax Japanese C 1 3.59 9.10 -8.43 11.30 32.47
Halifax Japanese F 1 3.71 9.24 -8.35 11.51 32.01
Halifax Japanese G 1 3.98 9.50 -8.15 11.55 32.45
Halifax Japanese I 1 5.20 10.58 -7.40 12.67 33.77
Halifax Japanese P 1 4.08 9.75 -8.05 - -
Halifax Japanese Q 1 4.25 9.83 -8.04 - -
Halifax Japanese R 1 4.49 10.09 -7.84 - -
Halifax North American A 1 11.51 21.13 -0.13 12.53 40.18
Halifax North American C 1 10.47 20.18 -0.87 11.58 39.71
Halifax North American F 1 10.67 20.27 -0.79 11.72 39.24
Halifax North American G 1 10.92 20.55 -0.57 12.06 40.21
Halifax North American I 1 12.07 21.71 0.31 13.05 40.80
Halifax North American P 1 11.06 20.78 -0.46 - -
Halifax North American Q 1 11.19 20.83 -0.37 - -
Halifax North American R 1 11.49 21.11 -0.09 - -
Halifax Smaller Companies A 1 -5.60 17.78 -10.86 25.53 17.44
Halifax Smaller Companies C 1 -6.67 16.54 -11.73 24.19 16.11
Halifax Smaller Companies F 1 -6.35 16.94 -11.48 24.64 16.50
Halifax Smaller Companies G 1 -6.11 17.27 -11.21 25.04 16.83
Halifax Smaller Companies I 1 -5.20 18.33 -10.46 26.09 18.04
Halifax Smaller Companies P 1 -6.13 17.22 -11.35 - -
Halifax Smaller Companies Q 1 -5.92 17.47 -11.07 - -
Halifax Smaller Companies R 1 -5.65 17.76 -10.88 - -
Halifax Special Situations A 2 -14.96 15.18 -1.80 12.06 21.29
Halifax Special Situations C 2 -15.94 13.97 -2.94 10.88 19.86
Halifax Special Situations F 2 -15.64 14.35 -2.60 11.24 20.30
Halifax Special Situations G 2 -15.40 14.66 -2.38 11.58 20.57
Halifax Special Situations I 2 -14.58 15.79 -1.38 12.67 21.82
Halifax Special Situations P 2 -15.33 14.65 -2.40 - -
Halifax Special Situations Q 2 -15.20 14.93 -2.11 - -
Halifax Special Situations R 2 -15.00 15.23 -1.83 - -
Halifax UK Equity Income A 2 -12.01 9.17 -6.38 12.17 19.65
Halifax UK Equity Income B 2 -12.46 8.63 -6.79 11.57 19.07
Halifax UK Equity Income C 2 -12.85 8.20 -7.09 11.27 19.20
Halifax UK Equity Income D 2 -12.81 8.21 -7.05 11.27 19.29
Halifax UK Equity Income E 2 -12.72 8.33 -6.99 11.32 18.79
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
Halifax Fund of Invtmnt Trsts G GBX 0 0 0.00 1.00 1.01 1.010
Halifax Fund of Invtmnt Trsts I GBX 0 0 0.00 - - 0.000
Halifax Fund of Invtmnt Trsts P GBX 0 0 0.00 1.00 - 1.010
Halifax Fund of Invtmnt Trsts Q GBX 0 0 0.00 0.75 - 0.760
Halifax Fund of Invtmnt Trsts R GBX 0 0 0.00 0.50 - 0.510
Halifax International Growth A GBX 500 250 4.00 0.50 0.50 0.500
Halifax International Growth C GBX 500 50 0.00 1.35 1.51 1.390
Halifax International Growth F GBX 0 0 0.00 1.25 1.26 1.270
Halifax International Growth G GBX 0 0 0.00 1.00 1.01 1.010
Halifax International Growth I GBX 0 0 0.00 - - 0.000
Halifax International Growth P GBX 0 0 0.00 0.85 - 0.860
Halifax International Growth Q GBX 0 0 0.00 0.75 - 0.760
Halifax International Growth R GBX 0 0 0.00 0.50 - 0.510
Halifax Japanese A GBX 500 250 4.00 0.50 0.50 0.500
Halifax Japanese C GBX 500 50 0.00 1.35 1.53 1.480
Halifax Japanese F GBX 0 0 0.00 1.25 1.27 1.360
Halifax Japanese G GBX 0 0 0.00 1.00 1.02 1.110
Halifax Japanese I GBX 0 0 0.00 - - 0.000
Halifax Japanese P GBX 0 0 0.00 0.85 - 0.960
Halifax Japanese Q GBX 0 0 0.00 0.75 - 0.860
Halifax Japanese R GBX 0 0 0.00 0.50 - 0.610
Halifax North American A GBX 500 250 4.00 0.50 0.50 0.500
Halifax North American C GBX 500 50 0.00 1.35 1.51 1.370
Halifax North American F GBX 0 0 0.00 1.25 1.25 1.270
Halifax North American G GBX 0 0 0.00 1.00 1.00 1.020
Halifax North American I GBX 0 0 0.00 - - 0.000
Halifax North American P GBX 0 0 0.00 0.85 - 0.870
Halifax North American Q GBX 0 0 0.00 0.75 - 0.770
Halifax North American R GBX 0 0 0.00 0.50 - 0.520
Halifax Smaller Companies A GBX 500 250 4.00 0.50 0.50 0.500
Halifax Smaller Companies C GBX 500 50 0.00 1.50 1.51 1.630
Halifax Smaller Companies F GBX 0 0 0.00 1.25 1.26 1.270
Halifax Smaller Companies G GBX 0 0 0.00 1.00 1.01 1.020
Halifax Smaller Companies I GBX 0 0 0.00 - - 0.000
Halifax Smaller Companies P GBX 0 0 0.00 1.00 - 1.020
Halifax Smaller Companies Q GBX 0 0 0.00 0.75 - 0.770
Halifax Smaller Companies R GBX 0 0 0.00 0.50 - 0.520
Halifax Special Situations A GBX 500 250 4.00 0.50 0.50 0.500
Halifax Special Situations C GBX 500 50 0.00 1.50 1.51 1.620
Halifax Special Situations F GBX 0 0 0.00 1.25 1.26 1.270
Halifax Special Situations G GBX 0 0 0.00 1.00 1.01 1.020
Halifax Special Situations I GBX 0 0 0.00 - - 0.000
Halifax Special Situations P GBX 0 0 0.00 1.00 - 1.020
Halifax Special Situations Q GBX 0 0 0.00 0.75 - 0.770
Halifax Special Situations R GBX 0 0 0.00 0.50 - 0.520
Halifax UK Equity Income A GBX 500 250 4.00 0.50 - 0.500
Halifax UK Equity Income B GBX 0 0 0.00 1.00 1.00 1.020
Halifax UK Equity Income C GBX 500 50 0.00 1.35 1.54 1.400
Halifax UK Equity Income D GBX 0 0 0.00 1.35 1.53 1.390
Halifax UK Equity Income E GBX 0 0 0.00 1.25 1.25 1.260
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Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.

Fund data supplied by
Financial Express