We know that looking after your hard-earned cash is really important to you but with interest rates remaining at all time lows, you might want to consider investing with the aim of making your money work harder.
We have designed our ready-made investments to help you diversify your money across a range of markets, without the complexity of picking your own stocks and shares.
If you haven’t invested before, or you prefer to leave it to the experts, our ready-made investments could be the right choice for you.
Although there is no tie in period, our investments are designed for the medium to long-term so you should plan to hold them for at least five years. Please remember that the value of all investments can fall as well as rise, and you may get back less than you invest. If you’re not sure about investing, seek independent advice.
Managed Growth Fund 2 | Managed Growth Fund 4 | Managed Growth Fund 6 | |
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Risk level | Low | Medium | High |
Asset types | ![]() |
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25% | 49% | 75% |
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60.5% | 36.5% | 15% |
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8.5% | 8.5% | 5% |
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6% | 6% | 5% |
Key documents | View the KIID (PDF) View the factsheet (PDF) |
View the KIID (PDF) View the factsheet (PDF) |
View the KIID (PDF) View the factsheet (PDF) |
For more information about the three funds, you can read Our Fund Range and Investments which contains details of how the funds are managed, their objectives and risks, and a detailed breakdown of the charges.
Our charges are based on the value of your total investment and are paid every year. They vary depending on the fund but the maximum values are:
For example, for every £1,000 you invest, you’ll currently pay £7.10 in charges if you select our Managed Growth Fund 2.
To apply for a ready-made investment, you’ll need to be:
Halifax is a division of Bank of Scotland plc. Bank of Scotland plc, Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh, EH1 1YZ. Bank of Scotland plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 169628.
Eligible investments with us are protected by the Financial Services Compensation Scheme (FSCS). We are covered by the Financial Ombudsman Service (FOS). 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.