Fund Prices

The table below shows the fund prices for Halifax investments started before the 24th June 2010. For investments after this date, you can see fund prices here.

To switch between information for our OEIC, Life and Pension funds, please use the drop down list at the top of the table.

The unit prices and additional cumulative performance information in the table below is relevant to the 12pm valuation point on the valuation date shown. This information is generally updated around 9pm each working day to reflect the price at the valuation point on that day.

Please note the information provided should only be used as an indication of the price that may apply when dealing. Dealing is on a forward pricing basis, which means that units are bought and sold at the unit price that applies at the next 12pm valuation point, after we receive your instructions and payment (if applicable) at our administration office.

Please be aware that past performance is not a guide to future performance.

In addition to our main standardised performance information in our factsheets, additional performance information can be accessed through the "Additional Cumulative Performance Information" link at the top of the table. The cumulative performance is the total performance return over 5 years working back from the valuation date shown.


Price Additional Cumulative Performance
Information
Pension Funds (Single-Priced) Price Change AMC Valuation
Date
Ethical Pens 118.20 0.94% 1.10 0.90 20/05/2013
European Pens 136.20 0.74% 1.00 0.90 20/05/2013
Far Eastern Pens 221.40 1.00% 2.20 0.90 20/05/2013
Fund of Inv Trusts Pens 197.10 0.25% 0.50 0.90 20/05/2013
Gilt & Fixed Int Pens 191.00 -0.47% -0.90 0.90 20/05/2013
Halifax Ethical Stakeholder Pens 163.70 0.92% 1.50 1.45 20/05/2013
Halifax European Stakeholder Pens 150.10 0.67% 1.00 1.45 20/05/2013
Halifax Far Eastern Stakeholder Pens 191.90 1.00% 1.90 1.45 20/05/2013
Halifax Gilt & Fixed Interest Stakeholder Pens 145.70 -0.48% -0.70 1.45 20/05/2013
Halifax High Income Stakeholder Pens 156.80 0.19% 0.30 1.45 20/05/2013
Halifax Index-Linked Gilt Stakeholder Pens 177.00 -0.34% -0.60 1.45 20/05/2013
Halifax International Growth Stakeholder Pens 172.80 1.35% 2.30 1.45 20/05/2013
Halifax Japanese Stakeholder Pens 144.30 1.05% 1.50 1.45 20/05/2013
Halifax Managed Stakeholder Pens 151.20 0.27% 0.40 1.45 20/05/2013
Halifax North American Stakeholder Pens 159.10 1.27% 2.00 1.45 20/05/2013
Halifax Pelican Stakeholder Pens 153.50 0.13% 0.20 1.45 20/05/2013
Halifax Smaller Companies Stakeholder Pens 173.20 0.12% 0.20 1.45 20/05/2013
Halifax Special Situations Stakeholder Pens 132.20 0.30% 0.40 1.45 20/05/2013
Halifax Stakeholder Pens Fund of Investment Trusts 171.30 0.29% 0.50 1.45 20/05/2013
Halifax U.K FTSE 100 Stakeholder Pens 150.40 0.07% 0.10 1.45 20/05/2013
Halifax U.K FTSE All-Share Stakeholder Pens 156.60 0.13% 0.20 1.45 20/05/2013
High Income Pn 223.30 0.18% 0.40 0.90 20/05/2013
Index-Linked Gilt Pen 230.70 -0.39% -0.90 0.90 20/05/2013
Internatl Gth Pens 158.00 1.35% 2.10 0.90 20/05/2013
Japanese Pens 83.80 1.09% 0.90 0.90 20/05/2013
Managed Pens 164.80 0.24% 0.40 0.90 20/05/2013
Money Pens 137.40 0.00% 0.00 0.90 20/05/2013
Money Stakeholder Pens 108.90 0.00% 0.00 1.45 20/05/2013
North American Pens 158.10 1.28% 2.00 0.90 20/05/2013
Pelican Pn 158.70 0.13% 0.20 0.90 20/05/2013
Property Pens 149.20 0.07% 0.10 0.90 20/05/2013
Property Stakeholder Pens 86.10 0.00% 0.00 1.45 20/05/2013
Smaller Cos Pens 132.50 0.15% 0.20 0.90 20/05/2013
Special Sits Pens 144.80 0.28% 0.40 0.90 20/05/2013
UK FTSE 100 Pens 146.10 0.07% 0.10 0.90 20/05/2013
UK FTSE All Share Pens 156.50 0.13% 0.20 0.90 20/05/2013

Notes

Stakeholder Pension plans taken out after July 2005 invest in the funds with 'Stakeholder Pens' in the fund name. Stakeholder Pension plans taken out before July 2005 invest in the funds with just 'Pens' in the fund name. If your plan started in July/August 2005, or you are unsure of the funds that apply to your plan, please call us for confirmation.

Change - The change in the price of a unit in relation to its previous 12pm valuation price. The change is shown in the prices table above as a percentage and pence value, with supporting graphics to represent the change (a red downward triangle is a negative change, a blue upward triangle is a positive change, and a green diamond is no change).

AMC - Unit prices and performance for all funds are net of a standard Annual Management Charge (AMC), which is displayed for each fund in the AMC column of the prices table.

Please note that not all our funds have been available for more than five years and so where no performance information exists a dash(-) is shown in the table instead.

The funds listed above are Pension funds and are provided by Halifax Life Limited and managed by Scottish Widows Investment Partnership (SWIP).