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.
The material on this site is directed only at persons in the UK and does not constitute an offer or invitation to buy or sell funds to persons in any jurisdiction other than the UK.
Information on this website does not constitute investment advice. Investment Fund Services is not authorised to give investment advice. It is important that you do not solely rely upon the contents of this website to make investment decisions. Please consult your financial and/or tax adviser. Before making any investments you should read the relevant Key Investor Information Document, Supplementary Information Document and Terms & Conditions.

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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.

See Also
Equilibrium Investment Management Website
Sponsor Literature
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Factsheet
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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

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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.

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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.

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

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•    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.

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