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The Equitile Resilience Fund

The Equitile Resilience Fund aims to deliver capital growth by investing in large, growing companies in the developed world. It is managed according to our core investment principles and uses the Equitile Fair Fee Model.

Latest Overview - January 2018 (print version)

Higher economic growth, lower corporate tax rates and the early part of what is shaping up to be a healthy US earnings season have all conspired to generate one of the strongest January stock market rallies on record. We are pleased to report that your portfolio of investments has benefited from more than its fair share of the gains – January 2018 has been our best performing month since launch. Once again, the gains have been led by the silicon chip manufacturer Nvidia, closely followed by Boeing, another high flyer.

We have made relatively few changes to your portfolio recently. The adjustments we have made have mostly been incremental additions to your US investments. As a result, your US holdings, which are currency hedged, now represent approximately 80% of your portfolio while your European and UK investments represent just 20%. This asset allocation is simply a result of our finding more well-managed, well-financed, innovative companies in the US market than elsewhere at present.

We remain especially cautious of the UK market; now less than 7% of your fund. We do not own but have closely followed Carillion, Capita, Provident Financial and The AA– between them we are beginning to despair over the quality of company management in our domestic market.

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