Equitile Resilience A1 GBP
Shares Class | Inc. |
---|---|
Yield | 0.00 |
Total Expense Ratio | 0.84 |
Fund Performance
Cumulative Performance
Discrete Performance
Shares Class | Inc. |
---|---|
Yield | 0.00 |
Total Expense Ratio | 0.84 |
Cumulative Performance
Discrete Performance
Fund Size | 0.00 | Launch Date | 29/02/2016 | Standard Initial Charge (%) | 0.00 |
---|---|---|---|---|---|
Currency | GBP | ISA Eligible | No | Annual Management Charge (%) | 0.70 |
Sector | IMA UK Equity Income | Min Investment (£) | 0.00 | Total Expense Ratio (%) | 0.84 |
ISIN | GB00BDD1KT99 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 0.8400 (on 31/12/2019) |
The Fund aims to generate capital growth by investing in a portfolio of the world’s highest quality companies, those able to achieve exceptional rates of profitable growth, without using excessive leverage. Such companies are typically leaders within their respective fields, operating within industries expected to grow more rapidly than the overall economy for an extended period. Due to the rapid pace of innovation no company can be considered safe from changing competitive pressures. Hence the fund is actively managed, adapting its portfolio to ensure it remains at the vanguard of economic progress and resilient to an ever-changing economic environment.
George Cooper
Chief Investment Officer and Co-Founder of Equitile Investments Ltd. George Cooper holds BSc and PhD degrees in Physics and Engineering from Durham University. He worked as a semiconductor engineer and research scientist before joining Goldman Sachs Asset Management in 1995. George also worked at Deutsche Bank, JP Morgan and Bluecrest Capital Management before co-founding Equitile in 2015. He has written books on financial market crises and economic theory and is a regular commentator on financial markets and the investment industry.
Name | Weight |
---|---|
Australian Equities | 2.00% |
Dutch Equities | 4.00% |
Japanese Equities | 4.00% |
Taiwanese Equities | 4.00% |
UK Equities | 1.00% |
US Equities | 80.00% |
Name | Weight |
---|---|
Australia | 2.00% |
Japan | 4.00% |
Netherlands | 4.00% |
Taiwan | 4.00% |
UK | 1.00% |
USA | 80.00% |
Name | Weight |
---|---|
Biotechnology/Medical | 10.00% |
Chemicals | 2.00% |
Electronic & Electrical Equipm | 14.00% |
Electronics | 4.00% |
Financial Services | 0.00% |
Manufacturing | 4.00% |
Media | 3.00% |
Mineral Extraction | 3.00% |
Money Market | 2.00% |
Pharmaceuticals | 0.00% |
Retail | 3.00% |
Services | 4.00% |
Software | 3.00% |
Telecommunications | 4.00% |
Transport | 5.00% |
Name | Weight |
---|---|
ADOBE INC | 4.00% |
APPLE INC | 4.00% |
ASML HOLDING NV | 4.00% |
BROADCOM INC | 4.00% |
CADENCE DESIGN SYSTEMS INC | 4.00% |
NVIDIA CORP | 4.00% |
TAIWAN SEMICONDUCTOR MANUFACTU | 4.00% |
INTUITIVE SURGICAL INC | 3.00% |
LAM RESEARCH CORP | 3.00% |
SYNOPSYS INC | 3.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.