Independently managed fund performance factsheets

We work closely with clients to ensure a wide variety of needs are met. So if you prefer not to rely on a single investment fund provider, then we also provide a range of Halifax Life Limited funds which invest in funds managed by well-established independent providers.  The funds have been selected so that they provide close alternatives to the funds managed internally by Insight Investment, our fund managers.

The independently managed funds all have a higher annual management charge than the internally managed funds. The additional charges vary according to the individual fund and may change in the future. For the basic fund charge, refer to the key features document for your plan.

The following table details the independently managed funds available and provides access to downloads of each fund factsheet (please note: funds are not available with the Stakeholder Pension Plan, ISA Investor and Collective Investment Plan (OEIC funds)).    

Important Information

Fund prices are available on this site. Information/advice will only be given on Bank of Scotland Investment Service products.