Halifax
Investment Trusts
Halifax Investment Trusts
Halifax
Investment Objective
This fund aims to achieve capital growth in the long-term
by investing mainly in investment trust companies.
Halifax
Investment policy
The fund will select companies which invest in attractive
markets and have a manager who is expected to out-perform
the relevant asset category. The portfolio will also include
trusts that are likely to benefit from reconstruction.
Risk/Return
relationship
The Halifax Fund of Investment Trusts is a medium/adventurous
risk fund. Although internationally invested, there is a significant
degree of diversification provided by the underlying investment
trusts investment in a large number of different companies.
The above average risk comes from currency exposure.
For
further information on Halifax Investment Trusts visit the
Halifax website.
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