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See Halifax Pelican fund as a pension fund
See underlying Halifax Pelican fund

Equitable Pelican

FE Crown Rating ( Underlying )


United Kingdom


Primary Asset Class



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Performance figures are calculated on a bid price to bid price basis and rebased to Growth of £ 1000 over 3 years.
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Cumulative Performance


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.

  Unit Citicode ISIN YTD 3m 6m 1y 3y 5y
add to basket Equitable Pelican EU16 GB0003209359 3.35 1.64 3.81 6.51 45.62 60.38
  UK All Companies     0.53 0.82 0.52 4.31 42.32 54.69
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Discrete Performance, Calendar years

  Unit Citicode ISIN   2013 2012 2011 2010 2009
add to basket Equitable Pelican EU16 GB0003209359   21.19 13.31 -5.36 14.63 28.12
  UK All Companies       21.73 14.33 -7.14 16.16 27.84
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Discrete Performance, rolling 12-month periods

  Unit Citicode ISIN   0-12m 12-24m 24-36m 36-48m 48-60m
add to basket Equitable Pelican EU16 GB0003209359   6.51 19.02 14.86 -0.54 10.74
  UK All Companies     4.31 19.55 14.12 -1.30 10.13
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Annualised Performance

  Unit Citicode ISIN     1y 3y 5y 10y
add to basket Equitable Pelican EU16 GB0003209359   6.51 13.35 9.91 7.43
  UK All Companies       4.31 12.48 9.12 7.05
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Growth of £ 1000 over 3 years

Total return performance of the fund rebased to 1000.
Your actual return would be reduced by the cost of buying and selling the fund, and inflation.
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