Types of managed funds

You can trade in different types of managed funds with Halifax Share Dealing. Here's our guide to these investments:

Cautious managed funds

A cautious managed fund will actively minimise risk by balancing a mixture of fixed income investments and equities. Tending to mostly invest in large companies, cautious managed funds will also maintain a healthy presence in smaller companies with growth potential.

Balanced managed funds

Balanced managed funds provide a blend of income, modest capital appreciation and risk management. They spread their risk by investing in a range of assets to provide both growth and income while managing any negative stock market changes.

Actively managed funds

In an actively managed fund, the fund manager will buy and sell holdings with the intention of maximising gains and minimising losses. Funds managers are given the flexibility to be able to react quickly to changing market conditions.

Halifax Share Dealing Limited.  Registered in England No. 3195646.  Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG.  Authorised and regulated by the Financial Services Authority, 25 The North Colonnade, Canary Wharf, London, E14 5HS.  A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.

 

Please remember the value of your investment can go down as well as up and you may not get back the full amount you invest. If you are in any doubt about buying and selling shares we recommend you seek advice from an Independent Financial Advisor.

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