Select 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 Select Fund Range is performing and can make changes to the funds in the range on a quarterly basis.

    We created our Select Fund Range 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
    Artemis Global Income I Acc (Accumulation)

    Artemis Global Income I Inc (Income)

    Removed.

    The fund’s Morningstar Analyst Rating has been downgraded to Neutral. This is on the back of concerns around the strategy’s execution, liquidity, and risk management.

    28/08/2019
    Jupiter Absolute Return I Acc (Accumulation) Removed.

    The fund’s Morningstar Analyst Rating has been downgraded to Neutral. This was a result of the portfolio having a mixed track record.
    28/08/2019

    Jupiter Ecology I Acc (Accumulation)

    Jupiter Ecology I Inc (Income)

    Removed.

    The fund’s Morningstar Analyst Rating has been downgraded to Neutral. This was due to a loss in confidence on the management of the fund.

    28/08/2019
    Fidelity Strategic Bond Net Y (Income)

    Fidelity Strategic Bond Y Acc (Accumulation)
    Removed.

    Due to management changes Morningstar no longer believe this fund constitutes one of their best ideas in the sector.
    28/08/2019
    Legg Mason WaMcrOppbdX GbphAcc (Accumulation)

    Removed.

    Morningstar no longer believe this offering within its category constitutes one the best ideas in the sector.

    28/08/2019


    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, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.