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How it works

Why try it

Inflation makes things more expensive over time

Your savings may be worth less in the future if returns are lower than inflation.

Inflation

Cash savings vs Investments

Cash savings grow steadily but slowly. Investors aim to benefit from greater returns and accept this is not guaranteed.

Line

Please remember that the value of all investments can fall as well as rise, and you may get back less than you invest. If you’re not sure about investing, seek independent advice. Tax treatment depends on individual circumstances and may be subject to change in the future.

Investment funds explained

Types

Compare our funds

past performance of the equivalent Investment Association sector

Date

Managed Growth Fund 2

Steady

Managed Growth Fund 4

Balanced

Managed Growth Fund 6

Dynamic

Date

31 Mar 2020 – 31 Mar 2021

Managed Growth Fund 2

Steady

13%

Managed Growth Fund 4

Balanced

19.7%

Managed Growth Fund 6

Dynamic

26.3%

Date

31 Mar 2019 – 31 Mar 2020

Managed Growth Fund 2

Steady

N/A

Managed Growth Fund 4

Balanced

N/A

Managed Growth Fund 6

Dynamic

N/A

Date

31 Mar 2018 – 31 Mar 2019

Managed Growth Fund 2

Steady

N/A

Managed Growth Fund 4

Balanced

N/A

Managed Growth Fund 6

Dynamic

N/A

Date

31 Mar 2017 – 31 Mar 2018

Managed Growth Fund 2

Steady

N/A

Managed Growth Fund 4

Balanced

N/A

Managed Growth Fund 6

Dynamic

N/A

Date

31 Mar 2016 – 31 Mar 2017

Managed Growth Fund 2

Steady

N/A

Managed Growth Fund 4

Balanced

N/A

Managed Growth Fund 6

Dynamic

N/A

The data is correct as of June 2021.
Source: FE fundinfo.

  • Our charges are based on the value of your fund and are calculated once a month (minimum of 20p a month) and charged once a year.

    past performance of the equivalent Investment Association sector

    Value of your investment

    Managed Growth Fund 2 (0.61%)

    Steady

    Managed Growth Fund 4 (0.61%)

    Balanced

    Managed Growth Fund 6 (0.62%)

    Dynamic

    Value of your investment

    £1,000

    Managed Growth Fund 2 (0.61%)Steady

    £6.10

    Managed Growth Fund 4 (0.61%) Balanced

    £6.10

    Managed Growth Fund 6 (0.62%)Dynamic

    £6.20

    Value of your investment

    £5,000

    Managed Growth Fund 2 (0.61%)Steady

    £30.50

    Managed Growth Fund 4 (0.61%) Balanced

    £30.50

    Managed Growth Fund 6 (0.62%)Dynamic

    £31.00

    Value of your investment

    £10,000

    Managed Growth Fund 2 (0.61%)Steady

    £61.00

    Managed Growth Fund 4 (0.61%) Balanced

    £61.00

    Managed Growth Fund 6 (0.62%)Dynamic

    £62.00

    Value of your investment

    £20,000

    Managed Growth Fund 2 (0.61%)Steady

    £122.00

    Managed Growth Fund 4 (0.61%) Balanced

    £122.00

    Managed Growth Fund 6 (0.62%)Dynamic

    £124.00

Important information
 

Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.

Reach out

Find us at the office

Exel- Frazzitta street no. 61, 44925 Kingston, Norfolk Island

Give us a ring

Jovanny Boeding
+23 274 947 142
Mon - Fri, 10:00-21:00

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