Changes to our Select Fund Range

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 are constantly monitoring the performance of the Select Fund Range and may make changes to the funds in the range on a quarterly basis.

We launched our Select Fund Range in March 2018 - the table below shows details of when and why changes have been made.

Details of changes

There have been no changes to the Select Fund Range to date.

Important legal information

The Lloyds Bank Direct Investments Service is operated by Halifax Share Dealing Limited. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Registered in England and Wales no. 3195646. Halifax Share Dealing Limited is 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.

Important share dealing information