Global Equity Fund
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
32.2%
YTD Performance
33.1%
1Y Performance
205.3%
Since Inception
40.2%
YTD Performance
41.5%
1Y Performance
205.1%
Since Inception
35.2%
YTD Performance
34.9%
1Y Performance
225.7%
Since Inception
52.1%
YTD Performance
51.9%
1Y Performance
266.0%
Since Inception
Top 10 Holdings 
| Newmont Mining Com USD1.60 | 8.5% |
| Kinross Gold Corp NPV | 6.4% |
| Barrick Mining Corp NPV | 5.1% |
| Fresnillo PLC USD0.5 | 4.6% |
| LVMH EUR0.30 | 4.6% |
| Valterra Platinum Limited GBP0.1 | 4.6% |
| Alamos Gold Inc NPV | 4.5% |
| Albemarle Corp Com USD0.01 | 4.5% |
| A P Moller - Maersk A/S DKK1000 | 4.4% |
| Agnico Eagle Mines Ltd NPV | 4.0% |
Top 5 Sectors
| Mining | 40.6% |
| Financial Services | 10.0% |
| Internet Services | 7.9% |
| Aerospace & Defense | 5.8% |
| Industrial Machinary | 5.5% |
Top 5 Regions
| United States | 58.0% |
| United Kingdom | 17.4% |
| Europe | 12.9% |
| Denmark | 5.5% |
| Japan | 4.3% |
Equitile Resilience Fund (UK UCITS) Documents
Latest Monthly Reports
Fund Prospectus
Key Investor Information
Application Forms
Equitile Global Fund (Irish ICAV) Documents
Latest Monthly Reports
Key Investor Information
Application Forms
The Equitile Resilience Fund is a UK UCITS fund offering daily liquidity and is available through leading investment platforms.
Get in Touch
Equitile’s retail funds are available on all leading trading platforms
Newsletter
Stay up to date with the latest insights, market commentary and company news from Equitile.
Equitile Conversations Podcast 🎙️
Join George Cooper and Gerald Ashley (plus special guests) as they discuss Markets, Risk, Macroeconomics, and Geopolitics on the Equitile Conversations Podcast.
We value your privacy
We use cookies to provide and secure our website, as well as analyse the usage of our website.