Select List fund range changes
We have chosen Morningstar, a global independent investments research company, to select a range of funds for our customers.
This range is designed to make it easier for you to choose the right fund(s). It is not a personal recommendation.
The expert team of analysts at Morningstar keep a close eye on how the Funds in the Select List are performing and can make changes to the funds in the range.
The commentary and rationale is provided by Morningstar who maintain the select list –but you should remember that references to past performance is no guarantee of future returns and that the value of investments and the income from them can fall as well as rise, and you may get back less than you invest.
We created our Select List of funds in March 2018 - the table below shows details of when and why changes have been made.
Details of changes
Name of investment |
What’s changed? (Morningstar view) |
Date changed |
---|---|---|
Name of investment |
What’s changed? (Morningstar view)Added. Fund performance since launch in July 2016 has been strong and driven mainly by stock selection across various sectors and styles. |
Date changed05/01/2021 |
Name of investment |
What’s changed? (Morningstar view)Removed. The fund has recently seen its Morningstar Analyst Rating downgraded from Silver to Neutral, following the announcement that long-standing managers Stephen Harker and Neil Edwards are to retire at the end of 2020. |
Date changed05/01/2021 |
Name of investment |
What’s changed? (Morningstar view)Removed. Following the announcement by Royal London Asset Management that Richard Nelson has stepped away from managing the fixed-income part of the Royal London Sustainable range, the Morningstar Analyst Rating has been lowered to Neutral from Bronze. |
Date changed05/01/2021 |
Name of investment |
What’s changed? (Morningstar view)Removed. Following the announcement that manager Charlie Awdry has decided to step down from Janus Henderson China Opportunities fund, the Morningstar Analyst Rating was recently placed Under Review. Morningstar no longer believe the funds represents one of their best ideas in this sector. |
Date changed18/05/2020 |
Name of investment |
What’s changed? (Morningstar view)Removed. Morningstar Analyst Rating has been downgraded to neutral and it is no longer believed the fund represents one of their best ideas in this sector. |
Date changed18/05/2020 |
Name of investment |
What’s changed? (Morningstar view)Removed. Morningstar believe there is lower conviction in the investment so the Morningstar Analyst Rating has been downgraded to Neutral from Bronze and it is no longer believed the fund represents one of their best ideas in this sector. |
Date changed18/05/2020 |
Name of investment |
What’s changed? (Morningstar view)Removed. A recent bout of underperformance means the fund now resides in the bottom quartile of the IA European smaller companies peer group over one and three years. As a result, Morningstar no longer believe the funds represents one of their best ideas in this sector and are recommending the removal of this fund. |
Date changed18/05/2020 |
Name of investment |
What’s changed? (Morningstar view)Added. Performance has been remarkably consistent, outperforming the peer group average every calendar year for the past ten years. |
Date changed18/05/2020 |
Name of investmentTrojan O Inc (Income) |
What’s changed? (Morningstar view)Added. An offering that Morningstar believes could offer capital preservation and potential long-term capital growth within a very risk aware process. |
Date changed18/05/2020 |
Name of investment |
What’s changed? (Morningstar view)Added. The investment team is experienced and displays impressive deep insights into the companies researched and despite sitting across four global offices, collaboration is a key feature. The group’s approach is straightforward and distinct and has led to strong risk-adjusted performance over the long-term. |
Date changed18/05/2020 |
Name of investment |
What’s changed? (Morningstar view)Added. Since Andrew Paisley became manager in August 2014, the strategy has comfortably outperformed its EMIX Smaller European Companies ex UK benchmark and the Morningstar Category average. Analysis suggests that stock selection has been a strong driver of the excess returns. |
Date changed18/05/2020 |
Name of investment |
What’s changed? (Morningstar view)Added. |
Date changed18/02/2020 |
Name of investment |
What’s changed? (Morningstar view)Added. |
Date changed18/02/2020 |
Name of investment |
What’s changed? (Morningstar view)Added. |
Date changed18/02/2020 |
Name of investment |
What’s changed? (Morningstar view)Added. |
Date changed18/02/2020 |
Name of investment |
What’s changed? (Morningstar view)Added. |
Date changed18/02/2020 |
Name of investment |
What’s changed? (Morningstar view)Added. |
Date changed18/02/2020 |
Name of investment |
What’s changed? (Morningstar view)Added. |
Date changed18/02/2020 |
Name of investment |
What’s changed? (Morningstar view)Added. |
Date changed18/02/2020 |
Name of investment |
What’s changed? (Morningstar view)Removed. |
Date changed18/02/2020 |
Name of investment |
What’s changed? (Morningstar view)Removed. |
Date changed01/10/2019 |
Name of investment |
What’s changed? (Morningstar view)Removed. |
Date changed01/10/2019 |
Name of investment |
What’s changed? (Morningstar view)Added. |
Date changed01/10/2019 |
Name of investment |
What’s changed? (Morningstar view)Removed. |
Date changed28/08/2019 |
Name of investment |
What’s changed? (Morningstar view)Removed. |
Date changed28/08/2019 |
Name of investment |
What’s changed? (Morningstar view)Removed. |
Date changed28/08/2019 |
Name of investment |
What’s changed? (Morningstar view)Removed. |
Date changed28/08/2019 |
Name of investment |
What’s changed? (Morningstar view)Removed. |
Date changed28/08/2019 |
Name of investment |
What’s changed? (Morningstar view)Removed. |
Date changed26/04/2019 |
Name of investment |
What’s changed? (Morningstar view)Removed. |
Date changed26/04/2019 |
Name of investment |
What’s changed? (Morningstar view)Removed. |
Date changed25/01/2019 |
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.
Eligible investments with us are protected by the Financial Services Compensation Scheme (FSCS). For further information about the compensation provided by the FSCS, refer to the FSCS website at www.fscs.org.uk/. You can also visit our Financial Services Compensation Scheme page for more details.