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Equitable Fund of Investment Trusts

1 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 23.35m as at 30-Jun-2017

Downloads ( Underlying )

Unit Name

Equitable Fund of Investment Trusts





Initial Charge


Unit Currency




Annual Charge



GBX 2139.70


GBX 2252.30

Change (Offer)

17.30 (0.82%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 11.16 3.97 9.95 20.87 41.23 86.91
Sector 7.63 3.44 6.78 16.00 39.15 80.81

Discrete Performance (%)

  2016 2015 2014 2013 2012
Fund 14.44 6.57 6.40 19.96 12.20
Sector 20.46 3.00 6.42 18.47 10.07

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Equity 96.47
Money Market 2.29
North America Equity 0.56
Emerging Markets Equity 0.55
Futures 0.10
Global Equity 0.02

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
UK 98.89
North America 0.56
Emerging Markets 0.55

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Financials 80.33
Emerging Markets Equity, Global Equity, North America Equity, UK Equities 17.27
Cash 2.29
Futures 0.10

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.

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