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Equilibrium Investment Management

We act as Authorised Corporate Director (ACD) and are responsible for the daily operational servicing of running the Equilibrium funds. Whether it’s a change in your circumstances, you wish to make a transaction, or you simply need a valuation, our Transfer Agency team are on hand to assist you with the day-to-day administration services we offer.

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IFSL Titan Mazarin Adventurous Fund – an important change
We’re proposing to close the IFSL Titan Mazarin Adventurous Fund (the “Closing Fund”) and merge the assets into the IFSL Titan Mazarin Balanced Fund (the “Receiving Fund”). The letter below explains the key details of the proposed change, how it impacts you, and what action you need to take.
Read about the changes here -
Client letter
Extraordinary GeneralMeeting for the IFSL Titan NURS OEIC
6 MIN

Risk Warning

Data Source: FE Fundinfo. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.  All funds show 5 discrete years performance unless the Fund inception date is less than 5 years. All Fund data is the latest available from FE Fundinfo.

Sustainability label

Sustainability is a broad term generally meaning being able to meet present needs without compromising the ability to meet future needs. Sustainable investments are those which aim to generate a financial return whilst also considering environmental, social and governance factors.

The UK sustainable investment labels help investors find products that have a specific sustainability goal and that meet specific requirements in relation to their sustainability characteristics.

These products do not have a UK sustainable investment label because:

•    the Funds do not have a specific sustainability objective, and

•    the Funds have flexibility to pursue a wide range of investment opportunities, without being limited by the specific criteria required for a label.