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Equitable Far Eastern

3 FE Trustnet

FE Crown Rating

Fund Objective

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

Quantitative Investment Team

Fund Manager




Primary Asset Class

Fund Size

GBP 9.87m as at 30-Oct-2015

Unit Name

Equitable Far Eastern





Initial Charge


Unit Currency




Annual Charge



GBX 1395.00


GBX 1468.40

Change (Offer)

12.20 (0.88%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund -6.10 12.13 -12.73 -7.06 5.06 7.88
Sector -3.43 10.32 -9.38 -4.81 7.55 9.72

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

Asset Allocation

breakdown chart
  Asset Class % of Fund
Emerging Markets Equity 64.43
Pacific ex Japan Equity 32.77
Money Market 2.25
Property 0.28
Futures 0.28

Regional Breakdown

breakdown chart
  Region % of Fund
Emerging Markets 64.43
Pacific ex Japan 32.81
UK 2.76

Sector Breakdown

breakdown chart
  Sector % of Fund
Financials 31.36
Consumer Goods 12.90
Industrials 9.46
Equities 9.18
Technology 8.57
Telecommunications 5.95
Utilities 4.44
Consumer Services 4.25
Health Care 3.92
Basic Materials 3.71
Oil & Gas 3.46
Money Market 2.25
Property 0.28
Futures 0.28

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.

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Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.