Equitile's Global Equity strategy is available to both retail and professional investors through both the London Listed Equitile Resilience Fund and through the Dublin listed Equitile Global Fund.

The strategy invests in a focussed portfolio of approximately 30 high-quality liquid equities. The fund is does not track a benchmark, it is managed to outperform inflation by a significant margin. In practice this means the investment team are generally aiming to achieve an average annualised return of 9% or more, over the economic cycle.

The fund's actively managed strategy is designed to be resilient to changing economic conditions.

Performance

26.5%

YTD Performance

24.2%

1Y Performance

192.2%

Since Inception

34.7%

YTD Performance

32.7%

1Y Performance

193.1%

Since Inception

27.8%

YTD Performance

25.9%

1Y Performance

207.9%

Since Inception

43.9%

YTD Performance

39.1%

1Y Performance

246.3%

Since Inception

Top 10 Holdings Equitile

Newmont Mining Com USD1.60 7.8%
Kinross Gold Corp NPV 5.5%
A P Moller - Maersk A/S DKK1000 4.7%
LVMH EUR0.30 4.5%
Barrick Mining Corp NPV 4.2%
Alibaba Group Holding Ltd ADR(V1 Ord) 4.2%
Valterra Platinum Limited GBP0.1 4.2%
Fresnillo PLC USD0.5 4.0%
Agnico Eagle Mines Ltd NPV 3.8%
Alamos Gold Inc NPV 3.8%

Top 5 Sectors Equitile

Mining 36.5%
Internet Services 14.9%
Financial Services 9.7%
Aerospace & Defense 6.3%
Industrial Machinary 5.8%

Top 5 RegionsEquitile

United States 57.7%
United Kingdom 16.4%
Europe 14.9%
Sweden 4.7%
Japan 4.4%

The Equitile Resilience Fund is a UK UCITS fund offering daily liquidity and is available through leading investment platforms.

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Equitile’s retail funds are available on all leading trading platforms

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