Investment hub - Equilibrium

New enquiries: 0161 383 3335
Existing clients: 0161 486 2250

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New enquiries: 0161 383 3335

Existing clients: 0161 486 2250

Get in touch Client portal
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    Investment hub

    Welcome to our investment hub

    Using this tool, you can view the up to date breakdown of each of the IFSL Equilibrium portfolios.

    If you need help navigating any of the pages, hit the “question mark” and this will explain what each feature is.

    We will be developing this new tool over time so please let us know what you think, what features you like (or don’t like), and what you would like to see included in the future. Please use the form at the bottom of this page to contact us with any of your feedback.

    For the best user experience, we recommend viewing this on a desktop device. If viewing on your mobile device, we recommend rotating your screen. 

    Please click here to access all IFSL literature including our full Key Investor Information Document & Fund Prospectus.

    IFSL Equilibrium portfolio - monthly factsheets

    To see the most recent positioning of the funds, please click the relevant link below.

    View archive

    IFSL Equilibrium portfolio - quarterly factsheets

    To see the most recent positioning of the funds, please click the relevant link below.

    • Latest factsheets

      Quarterly investment report – January 2024

      View Page
    • Latest factsheets

      Quarterly investment report – October 2023

      View Page
    View archive

    Diagnose and prescribe

    Our experiences don’t just treat the symptoms; they look for the cause as well.

    Read more
    the pulse march 24 thumbnail

    The Pulse – March 2024

    This month, Investment Manager, Mike Deverell, shifts his focus to the political arena and questions whether the year of the elections will actually affect markets.

    Read more

    We'd love to hear your feedback

    We will be developing this new tool over time so please let us know what you think, what features you like (or don’t like), and what you would like to see included in the future.









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      If you have any queries please get in touch with us here.

      The information on this website is issued by Equilibrium Investment Management LLP (“Equilibrium”). Equilibrium is authorised and regulated by the Financial Conduct Authority. Equilibrium is entered on the Financial Services Register under reference 776977.

      The Information is provided for information purposes only does not constitute an invitation or offer to subscribe for or purchase interests in the Funds. Equilibrium is not soliciting any action based on it and it does not constitute a personal recommendation or investment advice.

      The Information (including any expression of opinion or forecast) has been obtained from, or is based on, sources believed by Equilibrium to be reliable, but is not guaranteed as to its accuracy or completeness and should not be relied upon.

      Performance data sourced from Refinitiv Lipper. Past performance is never a guide to future performance. Investments may (will) fall as well as rise and you may not get back your original investment. Changes in currency exchange rates or interest rates may have an adverse effect on the value of your investments.

      Should you have any queries about the investment funds or information referred to on this site, you should contact your financial adviser.

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