Your Basket
Your Basket
There are no funds in your basket. To add funds to your basket use the Green Plus Icon wherever you see it next to a fund.
Fund name
Aberdeen American Growth  
Fidelity American  
Schroder UK Mid 250  
M&G Recovery  
Jupiter Merlin UK Growth  
Close Basket Open basket




It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table

At what age do you expect to be able to retire/were able to retire?

Younger than 60
60 to 70
Older than 70


You are here: Factsheet
NEW FEATURE Is this feature useful? arrow Thank you for your feedback
See Halifax Pelican fund as a pension fund
See underlying Halifax Pelican fund

Equitable Pelican

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The investment objective of this fund is to achieve long-term capital growth by investing mainly in UK companies. The Halifax Pelican Life and Pension funds invest directly into the Halifax UK Growth OEIC

Fund Manager ( Underlying )

Enhanced Equity Team




Primary Asset Class

Fund Size

GBX 904.85m as at 30-Sep-2011

Unit Name

Equitable Pelican





Initial Charge


Unit Currency




Annual Charge



GBX 1009.60


GBX 1062.70

Change (Offer)

5.70 (0.54%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund -0.65 -1.79 2.08 10.98 28.28 97.11
Sector -1.37 -2.97 2.01 11.85 26.86 92.12

Discrete Performance (%)

  2013 2012 2011 2010 2009
Fund 21.19 13.31 -5.36 14.63 28.12
Sector 21.73 14.33 -7.14 16.16 27.84

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Equity 100.07
Other Multi Asset 0.06
UK Fixed Interest 0.05
Money Market -0.18

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
UK 99.97
Others 0.03

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Financials 23.97
Oil & Gas 15.13
Consumer Goods 12.84
Consumer Services 10.62
Industrials 9.83
Basic Materials 7.17
Telecommunications 7.08
Health Care 7.02
Utilities 3.00
UK Equities 2.53
Technology 0.99
Money Market -0.18

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.

Sign up for email alerts
Stay upto date on the latest fund research from FE
subscribe Readers of this page also looked at:
Readers of this Factsheet have not looked at any others
Add your comment
Reload Change mode
Enter the words above:
Send comment
Be the first to comment on this Factsheet.
  • Stay connected with FE trustnet
  • Authorised and Regulated by the
    Financial Conduct Authority
  • © Trustnet Limited . All Rights Reserved.
  • Please read our Terms of Use / Disclaimer
    and Privacy and Cookie Policy.
  • Data supplied in conjunction with Thomson Financial Limited,
    London Stock Exchange Plc,