Halifax UK Equity Income C
This fund can be held in a Dealing accountISALifetime ISAJISASIPP
Before investing please read:
Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style
Size
| Share class size (mil) | 192 GBP (31/01/2023) |
| Fund size (mil) | 1,751 GBP (31/01/2023) |
Morningstar style box TM
Fixed income style
Credit qualityLarge
Mid
Small
Value
Blend
Growth
Interest rate sensit
Top 10 holdings
| Assets in top 10 holdings % | 40.72 |
| Total number of equity holdings | 160 |
| Total number of bond holdings | 0 |
| Holdings 31/01/2024 | % of assets |
|---|---|
| Shell PLC | 7.20 |
| AstraZeneca PLC | 6.70 |
| HSBC Holdings PLC | 6.06 |
| Unilever PLC | 4.28 |
| BP PLC | 3.55 |
| GSK PLC | 2.94 |
| Rio Tinto PLC Registered Shares | 2.84 |
| Diageo PLC | 2.64 |
| RELX PLC | 2.59 |
| National Grid PLC | 1.93 |