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The Equitile Resilience Fund

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

Latest Overview GBP - August 2018 (print version)

 

Apple’s latest set of impressive earnings numbers, which came at the start of August, set the tone for a month of strong investment returns for your technology investments. Apple itself increased in value by almost 20% in the month, a remarkable feat for what was already the world’s largest company. However, even Apple was eclipsed by the cyber security firm Fortinet, which returned over 30% in the month. Trade sensitive companies, such as Boeing, LVMH and Kering, were the relative laggards being held back by the simmering US-Europe and US-China tensions.

While the press remains focused on President Trump’s trade policy and the stalled Brexit negotiations, we believe the month’s more important event was the August 24th speech by US Federal Reserve chairman Jerome Powell. Powell’s speech articulated a ‘let the party run’ monetary philosophy, reminiscent of his predecessor Alan Greenspan’s aversion to pre-emptive policy tightening. This dovish message undoubtably contributed to this month’s strong investment returns.

 

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