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 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.

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).

Funds should be seen as a medium to long term investment and although funds are lower risk then investing in equities, you may receive back less then 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. Access our dedicated Funds Centre in the Market Research Centre for the latest Fund performance

5. Invest in over 2,600 funds from over 100 fund managers

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.

 

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.

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Please Remember

The value of your investments 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.