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Equitile Resilience Fund

Equitile Resilience Fund aims to deliver capital growth by investing in large, growing companies in the developed markets. It is managed according to our core investment principles and uses the Equitile Fair Fee Model.

Latest Overview GBP - September 2020 (print version)

The reimposition of lockdown restrictions in a number of European countries, in combination with concerns over potential political turmoil associated with the forthcoming U.S. Presidential election, made September a relatively volatile month for stock markets. As hopes of a quick V-shaped economic recovery fade we expect businesses to step up their cost cutting measures, driving unemployment higher in coming months. Discerning the future path for inflation is likely to be one of the key investment challenges over future quarters; rising unemployment argues for disinflation in the near term while future monetised deficit spending points to longer term inflation risks, as discussed in our recent Lockdown note.

Despite the more volatile market environment, September has been an unusually quiet month for us, we have made no material changes to your portfolio during the month. Your fund remains positioned to benefit from the continued move toward remote working which, in light of the new restrictions, we expect to become entrenched as normal working practice.

During the month the three A’s of Apple, Amazon and Alphabet were your largest negative contributors to performance and Hoya, CSL and Thermo Fisher the largest positive contributors.

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