Ready-made investments
Looking for a hassle-free way to help your money work harder than cash savings? Invest in our ready-made investments and let our experts do the hard work for you.

How it works
Why try it
Inflation makes things more expensive over time
Your savings may be worth less in the future if returns are lower than inflation.

Comparing Savings and Investments
Cash savings grow slowly but steadily. Investors aim to benefit from greater returns and accept this is not guaranteed.

Investment funds explained

Compare our funds
Our funds' past performance
Date |
Managed Growth Fund 2 Cautious |
Managed Growth Fund 4 Balanced |
Managed Growth Fund 6 Progressive |
---|---|---|---|
Date31 Mar 2021 – 31 Mar 2022 |
Managed Growth Fund 2 Cautious + 0.4% |
Managed Growth Fund 4 Balanced + 4.5% |
Managed Growth Fund 6 Progressive + 7.8% |
Date31 Mar 2020 – 31 Mar 2021 |
Managed Growth Fund 2 Cautious + 13.0% |
Managed Growth Fund 4 Balanced + 19.7% |
Managed Growth Fund 6 Progressive + 26.3% |
Our funds were launched on 16th September 2019, so we can only provide performance data from this date.
|
|
---|---|
31 Mar 2019 – 31 Mar 2020 |
Our funds weren’t launched until 16th September 2019. |
31 Mar 2018 – 31 Mar 2019 |
Our funds weren’t launched until 16th September 2019. |
31 Mar 2017 – 31 Mar 2018 |
Our funds weren’t launched until 16th September 2019. |
The data is correct as of 13/05/2022.
Past performance graph
The total cost is a combination of the service fee, ongoing charge and transaction costs:
- The service fee is 0.24% and 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% |
Ongoing charge0.25% |
Transaction costs0.07% |
Total0.56% |
Fund typeBalanced - Managed Growth Fund 4 |
Service fee0.24% |
Ongoing charge0.26% |
Transaction costs0.11% |
Total0.61% |
Fund typeBalanced - Managed Growth Fund 6 |
Service fee0.24% |
Ongoing charge0.25% |
Transaction costs0.14% |
Total0.63% |
-
- The service fee is based on the value of your funds, calculated once a month and charged once a year.
- Ongoing charge and Transaction costs are calculated on an ongoing basis and built into the value of the fund.
Value of your investment
Managed Growth Fund 2 (0.56%)
CautiousManaged Growth Fund 4 (0.61%)
BalancedManaged Growth Fund 6 (0.63%)
ProgressiveValue of your investment
£1,000
Managed Growth Fund 2 (0.56%)Cautious
£5.60
Managed Growth Fund 4 (0.61%)Balanced
£6.10
Managed Growth Fund 6 (0.63%)Progressive
£6.30
Value of your investment
£5,000
Managed Growth Fund 2 (0.56%)Cautious
£28.00
Managed Growth Fund 4 (0.61%)Balanced
£30.50
Managed Growth Fund 6 (0.63%)Progressive
£31.50
Value of your investment
£10,000
Managed Growth Fund 2 (0.56%)Cautious
£56.00
Managed Growth Fund 4 (0.61%)Balanced
£61.00
Managed Growth Fund 6 (0.63%)Progressive
£63.00
Value of your investment
£20,000
Managed Growth Fund 2 (0.56%)Cautious
£112.00
Managed Growth Fund 4 (0.61%)Balanced
£122.00
Managed Growth Fund 6 (0.63%)Progressive
£126.00
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.