Halifax
Fund Management
Halifax Fund Management
The
Halifax fund range is managed by Insight Investment the asset
manager of the HBOS Group.
Insight
manages £67.8 billion for Halifax clients (as at 30/09/03),
and employs over 121 investment professionals, making it one
of the UK's largest investment managers (Source: Insight Investment).
Their hand-picked teams of experts have a successful track
record and cover the full range of asset types: equities,
bonds, property, hedge funds and private equity.
The
combination of Insight's fund management expertise and their
product offering means you can trust Halifax with your financial
future.
Approach
This is based on independent thought process, teamwork and
active portfolio management. Insight believe in using their
imagination to create and manage successful portfolios and
consciously avoid relying on any one particular investing
style, but base their decisions on comprehensive analysis
and research. To ensure they're up to date with the latest
developments, Insight visits around 1,400 companies every
year.
Halifax
- Award winning fund managers
In the 2003 Reuters Citywire All Stars survey, three Insight
fund managers were placed in the top 10 and five in the top
100* - the highest concentration of managers from any one
asset management company (Source: Citywire All Stars survey
awards 2003).
Tim
Rees, who manages the Halifax UK Equity Income Fund (High
Income Life & Pension), came fifth. He was also shortlisted
for fund manager of the year in the UK Equity and Bond Income
sector.
Lucy
Speake, who manages the Halifax Corporate Bond Fund, came
sixth. She was also shortlisted for overall fund manager of
the year across all asset classes.
*Citywire
All Stars survey awards 2003. Tim Rees fifth, Ingrid Iversen
sixth, Lucy Speake sixth, Neil Pegrum 56th and William Claxton-Smith
85th.
For
further information on Halifax Fund Management visit the Halifax
website.
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