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? Date changed
    Kames Ethical Corporate Bond GBP B Acc (Accumulation) Removed.

    Analyst rating downgraded from bronze to neutral following internal managerial changes.
    25/01/2019
    Kames Ethical Corporate Bond GBP B Inc (Income) Removed.

    Analyst rating downgraded from bronze to neutral following internal managerial changes.
    25/01/2019

    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, 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.