Introducing our ETF Quicklist

With thousands of ETFs worldwide, we know getting started can be daunting. That’s why we’ve worked with iShares by BlackRock to produce our ETF Quicklist - a shortlist of ETFs to help you create the basic building blocks of an investment portfolio.

Plus, you can build your portfolio with our regular investment plan and pay no trading fees. Simply set-up a regular investment plan of at least £20 and trade commission-free – that means more of your money is invested for your future.

You can also use the ETF Quicklist to add new investment themes to your portfolio such as technology, healthcare or sustainability, or see what's 'trending now' in the world of ETFs to give you an idea of what you might want to invest in.

If you’re new to investing, you can also use our ETF education academy to get to know the basics.

 

Visit our ETF Quicklist
ETF Educational Videos

What is an ETF?

Exchange Traded Funds (ETFs) are a simple, more affordable way to invest for your future.

An ETF simply tracks a set of investments (shares, bonds or commodities). They’re grouped together into themes such as countries or sectors. For example, the FTSE 100 ETF tracks the top 100 largest UK companies – when you invest in this ETF, you are gaining exposure to 100 different companies, which could help in spreading your risk and makes choosing an investment easier.

With just a handful of ETFs you can create a low-cost, diversified set of holdings. 

ETFs can work for all investors

Halifax offers a competitive platform for trading ETFs. Our charges are simple with no hidden fees. You pay a yearly admin fee of £36, trading commission of £9.50 and benefit from commission-free regular investing.

ETF Educational Videos

A simple way to start investing

  • ETFs are a quick and easy way to get started on your investment journey as they can give you access to a wide range of investment types with just one fund.
  • ETFs are generally lower cost than funds and there’s no stamp duty to pay, which helps you invest more of your hard-earned money. 
  • Plus, invest regularly from as little as £20 per month and build your portfolio gradually.

Diversifying your existing portfolio

  • ETFs give you access to clear themes such as energy, technology or emerging markets to help you diversify your portfolio and reduce risk.
  • You’ll automatically get access to quarterly reports from iShares by BlackRock so you can keep an eye on the investment opportunities. Plus, you can see what’s ‘Trending Now’ in the world of ETFs.
  • They’re low-cost, attract no stamp duty and are eligible for your ISA.

 

Please Note: This material is intended for information purposes only. It does not constitute investment advice, a recommendation, or an offer or solicitation to purchase or sell any securities to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The investment themes and opinions expressed here are subject to change without notice. Reliance upon information in this platform is at the sole discretion of the viewer. Investing involves risks.

 

 

Why set up a regular investment plan?

  • If you set-up a regular investment, you can buy commission-free, meaning more of your money is invested for your future.
  • Investing money regularly could help you ride out the ups and downs of the market by drip-feeding money into the market over time. This is called 'pound cost averaging’.
  • Benefit from the power of compounding - investing over the longer term means you can get returns off the money you've made in previous years (especially if you re-invest dividends), accelerating your growth.

 

Please remember that the value of investments and the income from them can fall as well as rise, and you may get back less than you invest. If you’re not sure about investing, seek financial advice. There will normally be a charge for that advice.

 

Start investing in 3 easy steps

ETF Quicklist

Find the ETFs that could work for you with our Quicklist.

Get started

Open your account

Open your Share Dealing Account or ISA.

 

Share Dealing Account

Stocks and Shares ISA

Get started

Set-up a regular subscription and investment plan – and pay no commission when you invest each month. Alternatively, you can invest with a one-off lump sum with our normal dealing commission of £9.50.

How to set up a Regular Investment Plan

 

 

  • Sign in to your account and select ‘Regular investments’ from ‘Dealing’ in the right-hand navigation.
  • From there you can create a ‘Subscription Plan’ to put money into your account regularly, and then an ‘Investment Plan’ to decide how often, how much, and when you would like to invest your money.
  • Then you can choose the ETFs you’d like to buy regularly by selecting ‘Add Investments’. You can copy the Company Code/Ticker from the ETF Quicklist or type in the name of the ETF. Then enter the amount you would like to invest.
  • We’ll then take your regular subscription from your debit card once each month and invest into the ETFs of your choice.

     

     

    ishares by Blackrock logo

    With more than 20 years of experience, a global line-up of 1,300 ETFs and $3.21 trillion in assets under management, iShares by BlackRock is one of the largest ETF providers in the world.

     

    Source: BlackRock as at 30 June 2023.

     

    Important information

    Halifax Share Dealing have engaged with BlackRock, a recognised exchange traded fund (ETF) provider, to produce an ETF Quicklist.

    BlackRock was selected by Halifax Share Dealing due to BlackRock being one of the largest ETFs providers that manufactures several ETFs. The engagement between Halifax Share Dealing and BlackRock comprises of Halifax Share Dealing making available ETFs managed by BlackRock to customers of Halifax Share Dealing. The ETFs have been selected by BlackRock based on some objective criteria provided by Halifax Share Dealing which may change from time to time. BlackRock will also provide educational material regarding ETFs for Halifax Share Dealing to make available to its customers.

     

    Important legal information

    Halifax Share Dealing Limited is registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.

     

    Important share dealing information

    Not a recommendation or advice

    The ETF Quicklist is aimed to provide customers of the Halifax Share Dealing platform a selection of ETFs that offer exposures to different themes and markets. These ETFs have been selected by BlackRock using the following criteria which has been provided by Halifax Share Dealing.

    Each ETF must align with the Halifax Share Dealing target market for UK Retail customers on a non-advised and on an execution only basis and Halifax Share Dealing asset policy – including the ETFs must be:

    • registered for marketing into the UK for retail investors
    • be able to be traded on the London Stock Exchange
    • have a physical replicating strategy only.

     

    The ETF Quicklist may also contain Exchange Traded Commodities (ETCs) which are subject to the same criteria.

    The ETF Quicklist

    BlackRock will review the ETF Quicklist at least each calendar quarter to ensure the selected ETFs continue to meet the criteria that has been provided by Halifax Share Dealing.

    The availability of the ETFs, via the Halifax Share Dealing platform, is not deemed to be the provision of investment advice for Halifax customers. The Halifax Share Dealing platform is an execution only platform and, therefore, Halifax does not give advice to its customers. Customers who are not sure about investing must seek independent advice which may be chargeable.

    Customers of the Halifax Share Dealing platform are clients of Halifax, not clients of BlackRock. BlackRock is not providing any investment advice for Halifax and/or its customers.

    Market events can be unpredictable which may impact fund performance and therefore performance of the ETFs selected for the platform cannot be guaranteed.

    There is  no fee arrangement between Halifax Share Dealing and BlackRock.