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Equitable Fund of Investment Trusts

2 FE Trustnet

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The investment objective of this fund is to achieve capital growth in the long term by investing mainly in investment trust companies. The Halifax Fund of Investment Trusts Life and Pension funds invest directly into the Halifax Fund of Investment Trusts OEIC.

Fund Manager ( Underlying )

Tony Foster




Primary Asset Class

Fund Size

GBP 83.85m as at 31-Oct-2012

Downloads ( Underlying )

Unit Name

Equitable Fund of Investment Trusts





Initial Charge


Unit Currency




Annual Charge



GBX 1653.00


GBX 1740.00

Change (Offer)

-0.40 (-0.02%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 5.59 1.01 5.34 9.97 43.28 69.63
Sector 3.07 -3.13 3.18 7.65 37.11 55.57

Discrete Performance (%)

  2014 2013 2012 2011 2010
Fund 6.40 19.96 12.20 -8.30 22.87
Sector 6.42 18.47 10.07 -8.89 14.48

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Equity 98.98
Emerging Markets Equity 0.55
North America Equity 0.55
Global Equity 0.01
Money Market -0.09

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
UK 98.90
Emerging Markets 0.55
North America 0.55

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Financials 86.96
Equities 12.58
North American Equities 0.55
Money Market -0.09

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.