Online Investments accounts opened before 20th February 2023
This page is for customers who opened their accounts before 20th February 2023 and have account numbers beginning with IH

Compare our funds
Our funds' past performance
Date |
Managed Growth Fund 2 Cautious |
Managed Growth Fund 4 Balanced |
Managed Growth Fund 6 Progressive |
---|---|---|---|
Date30th Sept 2021 – 30th Sept 2022 |
Managed Growth Fund 2 Cautious - 14.2% |
Managed Growth Fund 4 Balanced - 9.6% |
Managed Growth Fund 6 Progressive - 6.7% |
Date30th Sept 2020 – 30th Sept 2021 |
Managed Growth Fund 2 Cautious + 7.2% |
Managed Growth Fund 4 Balanced + 13.5% |
Managed Growth Fund 6 Progressive + 19.0% |
Date30th Sept 2019 – 30th Sept 2020 |
Managed Growth Fund 2 Cautious - 0.7% |
Managed Growth Fund 4 Balanced - 3.5% |
Managed Growth Fund 6 Progressive - 4.7% |
Our funds were launched on 16th September 2019, so we can only provide performance data from this date.
Date |
|
---|---|
Date30th Sept 2018 – 30th Sept 2019 |
Our funds weren’t launched until 16th September 2019. |
Date30th Sept 2017 – 30th Sept 2018 |
Our funds weren’t launched until 16th September 2019. |
The data is correct as of 31/10/2022.
Past performance graph
The total cost is a combination of the service fee, ongoing charge and transaction costs:
- The service fee is 0.24% (capped at £36 and applicable to the 2023 fee). It is calculated monthly (minimum of 20p per month) based on the total value of your investment and is then paid to us once a year. This fee covers our costs for managing your account.
- The ongoing charge is charged by the fund manager for their services and is built into the total value of the fund.
- Transaction costs are incurred when the fund manager buys and sells investments within the fund. These costs are built into the fund's value.
Fund type |
Service fee |
Ongoing charge |
Transaction costs |
Total |
---|---|---|---|---|
Fund typeCautious - Managed Growth Fund 2 |
Service fee0.24% (capped at £36) |
Ongoing charge0.25% |
Transaction costs0.08% |
Total0.57% |
Fund typeBalanced - Managed Growth Fund 4 |
Service fee0.24% (capped at £36) |
Ongoing charge0.24% |
Transaction costs0.11% |
Total0.59% |
Fund typeProgressive - Managed Growth Fund 6 |
Service fee0.24% (capped at £36) |
Ongoing charge0.24% |
Transaction costs0.14% |
Total0.62% |
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.