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See Halifax Far Eastern fund as a pension fund
See underlying Halifax Far Eastern fund

Equitable Far Eastern

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

To achieve long term capital growth by investing mainly in Far Eastern companies (excluding Japanese companies).The Halifax Far Eastern Life and Pension funds invest directly into the Halifax Far Eastern OEIC.

Fund Manager ( Underlying )

Quantitative Investment Team




Primary Asset Class

Fund Size

GBX 31.05m as at 31-Oct-2012

Downloads ( Underlying )

Unit Name

Equitable Far Eastern





Initial Charge


Unit Currency




Annual Charge



GBX 1598.60


GBX 1682.60

Change (Offer)

4.50 (0.28%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 7.60 7.60 10.39 15.52 25.43 33.04
Sector 7.76 7.76 10.40 15.99 23.31 30.96
Benchmark 9.54 9.54 13.09 20.03 30.97 38.79

Discrete Performance (%)

  2014 2013 2012 2011 2010
Fund 8.53 0.26 14.81 -12.69 21.83
Sector 7.83 0.39 14.30 -13.21 21.59
Benchmark 10.05 1.32 17.47 -14.84 23.88

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
Emerging Markets Equity 63.16
Pacific ex Japan Equity 34.89
Money Market 1.46
Property 0.41
Futures 0.08

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
Emerging Markets 63.18
Pacific ex Japan 35.34
UK 1.48

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Financials 33.41
Consumer Goods 11.03
Technology 9.95
Industrials 9.80
Telecommunications 5.87
Basic Materials 4.99
Pacific ex Japan Equity & Emerging Markets Equity 4.91
Oil & Gas 4.87
Utilities 4.85
Consumer Services 4.49
Health Care 3.39
Money Market & Cash 1.46
Asia/Pacific Equities 0.49
Property 0.41
Futures 0.08

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.