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
-1.2%
YTD Performance
27.1%
1Y Performance
65.3%
3Y Performance
45.1%
5Y Performance
11.2%
Annualised Since Inception
14.3%
Best Month
-13.9%
Worst Month
40.9%
Best Year
-23.6%
Worst Year
-3.0%
YTD Performance
23.7%
1Y Performance
72.0%
3Y Performance
38.5%
5Y Performance
13.0%
Annualised Since Inception
13.5%
Best Month
-14.5%
Worst Month
51.1%
Best Year
-31.7%
Worst Year
-0.3%
YTD Performance
26.7%
1Y Performance
62.5%
3Y Performance
42.2%
5Y Performance
11.3%
Annualised Since Inception
16.3%
Best Month
-13.3%
Worst Month
40.2%
Best Year
-27.5%
Worst Year
-4.7%
YTD Performance
21.1%
1Y Performance
58.6%
3Y Performance
59.3%
5Y Performance
11.5%
Annualised Since Inception
15.0%
Best Month
-13.6%
Worst Month
34.4%
Best Year
-24.0%
Worst Year
Top 10 Holdings 
| Novo Nordisk A/S DKK0.1 | 9.0% |
| 3I Group Ord GBP0.738636 | 6.5% |
| Repsol EUR1 | 5.9% |
| Diageo Ord GBP0.289 | 5.4% |
| Saipem SpA NPV | 4.5% |
| Progressive Corp Ohio Com USD1 | 4.5% |
| Newmont Mining Com USD1.60 | 4.4% |
| Weir Group Ord GBP0.125 | 4.2% |
| Essilor International EUR0.35 | 3.8% |
| Barrick Mining Corp NPV | 3.7% |
Top 5 Sectors
| Mining | 25.6% |
| Energy | 23.2% |
| Medical & Pharma | 12.8% |
| Financial Services | 6.5% |
| Food & Drink | 5.4% |
Top 5 Currencies
| USD | 35.5% |
| GBP | 25.7% |
| EUR | 21.3% |
| DKK | 12.3% |
| SEK | 3.7% |
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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