Property Fund

Investment Objective
This fund aims to achieve long-term capital growth by investing in a carefully selected portfolio of properties from the office, shop, factory and warehouse sectors of the market in the UK, let on long leases to quality tenants with regular rent reviews. The value of property assets is generally a matter of a valuer's opinion rather than fact.

We reserve the right to defer the cancellation of units and to postpone the date on which the unit prices are calculated by up to 6 months. This is because the underlying assets may not always be readily realisable.

Investment Policy
Particular attention is given to the location of such properties. We may also invest in the stocks and shares of property companies from time to time or in development situations.

Risk/Return Relationship
The Property Fund is a medium risk fund but as it is highly specialised and is all invested in one sector, it will be very dependent on the performance of this sector as a whole. This fund is not available with the ISA Investor and Collective Investment Plan.

Further Information

Property - Life Fund factsheet (PDF new window)

Property - Pension Fund factsheet (PDF new window)

The value of property assets is generally a matter of a valuer's opinion rather than fact. What is more, Halifax Life reserves the right to defer the cancellation of units and to postpone the date on which the bid prices are calculated. This is because the underlying assets may not always be readily available. The maximum period of deferment for the Halifax Life Property Fund is six months, and up to one month for the other funds.

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