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

9.9%

YTD Performance

48.0%

1Y Performance

236.4%

Since Inception

9.2%

YTD Performance

54.0%

1Y Performance

233.3%

Since Inception

8.9%

YTD Performance

49.3%

1Y Performance

254.2%

Since Inception

9.2%

YTD Performance

70.6%

1Y Performance

300.1%

Since Inception

Top 10 Holdings Equitile

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%
Albemarle Corp Com USD0.01 4.5%
Alamos Gold Inc NPV 4.5%
A P Moller - Maersk A/S DKK1000 4.4%
Agnico Eagle Mines Ltd NPV 4.0%

Top 5 Sectors Equitile

Mining 40.6%
Financial Services 10.0%
Internet Services 7.9%
Aerospace & Defense 5.8%
Industrial Machinary 5.5%

Top 5 RegionsEquitile

United States 58.0%
United Kingdom 17.4%
Europe 12.9%
Denmark 5.5%
Japan 4.3%

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.