# Independent Franchise Partners US Equity Fund — new fund registration

Advisers Investment Trust registered 6 new fund series on Form N-1A, filed 2011-03-25. Featured series: Independent Franchise Partners US Equity Fund.

## Registration

- Registrant / trust: Advisers Investment Trust
- CIK: 0001516523
- Form: N-1A
- Filed: 2011-03-25
- State of incorporation: OH
- Accession: 0000950123-11-029150
- Reported net assets: $1.5B

## Series & classes (12)

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [Independent Franchise Partners US Equity Fund](https://search.stillhousedata.com/fund/S000032964) | Class A | — | Yes |
| [Independent Franchise Partners US Equity Fund](https://search.stillhousedata.com/fund/S000032964) | Class I | IFPUX | Yes |
| [Small Cap Fund](https://search.stillhousedata.com/fund/S000032965) | Class A | — | Yes |
| [Small Cap Fund](https://search.stillhousedata.com/fund/S000032965) | Class I | — | Yes |
| [Mid Cap Fund](https://search.stillhousedata.com/fund/S000032966) | Class A | — | Yes |
| [Mid Cap Fund](https://search.stillhousedata.com/fund/S000032966) | Class I | — | Yes |
| [Global Equity Fund](https://search.stillhousedata.com/fund/S000032967) | Class I | — | Yes |
| [Global Equity Fund](https://search.stillhousedata.com/fund/S000032967) | Class A | — | Yes |
| [Balanced Fund](https://search.stillhousedata.com/fund/S000032968) | Class I | — | Yes |
| [Balanced Fund](https://search.stillhousedata.com/fund/S000032968) | Class A | — | Yes |
| [Bond Fund](https://search.stillhousedata.com/fund/S000032969) | Class I | — | Yes |
| [Bond Fund](https://search.stillhousedata.com/fund/S000032969) | Class A | — | Yes |

## Fees (from the effective prospectus)

- 12b-1 fee: 0.00%
- Gross expense ratio: 0.67%
- Management fee: 0.58%
- Net expense ratio: 0.85%
- Other expenses: 0.09%

## Investment objective

The Independent Franchise Partners US Equity Fund (the IFP US Equity Fund or the Fund) seeks to achieve an attractive long-term rate of return.

## Advisers

- [INDEPENDENT FRANCHISE PARTNERS LLP (Advisor)](https://search.stillhousedata.com/firm/150108)

## Other filings by this registrant (15)

- [485APOS — 2023-11-22](https://search.stillhousedata.com/launch/0001193125-23-282052)
- [485APOS — 2023-07-17 (1 new series)](https://search.stillhousedata.com/launch/0001193125-23-187968)
- [485APOS — 2020-12-15 (4 new series)](https://search.stillhousedata.com/launch/0001193125-20-318063)
- [485APOS — 2020-05-04 (3 new series)](https://search.stillhousedata.com/launch/0001193125-20-132519)
- [485APOS — 2019-11-29](https://search.stillhousedata.com/launch/0001193125-19-303269)
- [485APOS — 2018-01-11 (1 new series)](https://search.stillhousedata.com/launch/0001193125-18-008861)
- [485APOS — 2017-08-07 (3 new series)](https://search.stillhousedata.com/launch/0001193125-17-249309)
- [485APOS — 2016-06-30 (3 new series)](https://search.stillhousedata.com/launch/0001193125-16-637720)
- [485APOS — 2015-12-04](https://search.stillhousedata.com/launch/0001193125-15-395519)
- [485APOS — 2015-01-20](https://search.stillhousedata.com/launch/0001193125-15-014289)
- [485APOS — 2014-10-15 (2 new series)](https://search.stillhousedata.com/launch/0001193125-14-372453)
- [485APOS — 2014-08-11 (8 new series)](https://search.stillhousedata.com/launch/0001193125-14-305005)

## More

- [Registrant profile: Advisers Investment Trust](https://search.stillhousedata.com/registrant/1516523)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0000950123-11-029150.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.