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
10.5%
YTD Performance
57.2%
1Y Performance
79.7%
3Y Performance
68.0%
5Y Performance
12.7%
Annualised Since Inception
16.3%
Best Month
-13.3%
Worst Month
40.2%
Best Year
-27.5%
Worst Year
10.4%
YTD Performance
60.8%
1Y Performance
79.2%
3Y Performance
71.7%
5Y Performance
12.6%
Annualised Since Inception
14.3%
Best Month
-13.9%
Worst Month
40.9%
Best Year
-23.6%
Worst Year
2.6%
YTD Performance
46.6%
1Y Performance
71.3%
3Y Performance
85.4%
5Y Performance
12.5%
Annualised Since Inception
15.0%
Best Month
-13.6%
Worst Month
34.4%
Best Year
-24.0%
Worst Year
11.0%
YTD Performance
62.7%
1Y Performance
95.7%
3Y Performance
67.0%
5Y Performance
14.7%
Annualised Since Inception
13.5%
Best Month
-14.5%
Worst Month
51.1%
Best Year
-31.7%
Worst Year
Top 10 Holdings 
| Newmont Mining Com USD1.60 | 7.4% |
| Exxon Mobil Com NPV | 6.7% |
| Equinor ASA NOK2.50 | 6.2% |
| Repsol EUR1 | 5.9% |
| ENI EUR1 | 5.4% |
| Kinross Gold Corp NPV | 4.6% |
| Alamos Gold Inc NPV | 4.4% |
| A P Moller - Maersk A/S DKK1000 | 4.3% |
| Fresnillo PLC USD0.5 | 4.2% |
| Barrick Mining Corp NPV | 4.1% |
Top 5 Sectors
| Mining | 38.5% |
| Energy | 30.0% |
| Industrial Machinary | 6.7% |
| Cash | 5.5% |
| Aerospace & Defense | 5.0% |
Top 5 Currencies
| USD | 45.6% |
| GBP | 21.4% |
| EUR | 17.1% |
| NOK | 6.2% |
| DKK | 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.
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