Trading Funds information

What are Funds?

Funds are pooled investments which offer you cost effective exposure to a much wider range of stocks and shares than you would be able to obtain as an individual. This has the effect of spreading your money between different sectors, helping to reduce the risk involved in stock market investing.

The two main types of funds are Unit Trusts and Open Ended Investment Companies (OEICs), OEICs are also known as Investment Companies with Vairable Capital (ICVCs).

The money you invest in funds is managed by experienced, professional managers who will do their best to make sure that the fund achieves its objectives - be it a regular income or investment growth. Funds should be seen a medium to long term investment and although funds are lower risk then investing in equities, you may receive back less than the amount you invested.

 Five key benefits of investing in Funds with Halifax Share Dealing

1. Deal online or over the phone - our call centre is UK based, lines
    open Monday - Friday 8am - 9.15pm & Saturday 9am - 1pm

2. Expert Management - Funds are managed on your behalf by a
    professional Fund Manager

3. Trade commission FREE

4. Reduced exposure to the risks associated with trading shares
    directly

5. Invest in over 1,700 funds from over 60 fund managers


You can access our dedicated Funds Centre in the Market Research Centre section of your account where you can find a range of market information enabling you to invest in funds with confidence!

Which accounts can I hold Funds in?

Funds ISA  - benefit from no commission and administration fees whilst sheltering any gains from the taxman

Share Dealing Account  - the easy and efficient way to buy and sell funds

Self-Select Stocks & Shares ISA  - invest in various funds as well as stocks, shares and other investments in one tax-efficient account

SIPP  - invest in funds for your retirement with a Self-Invested Personal Pension

Next Steps


Apply now  for an account

Transfer your investments held with another broker to us

Research fund performance here.

 

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