Ardevora Global Long Only Equity C

Ranked 250 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Ben Fitchew

Ben Fitchew joined Ardevora in May 2010. Ben has over 15 years’ experience, beginning his career in 2002 at Liontrust Asset Management, where he was ultimately responsible for the management of a number of long-only and long/short portfolios. Ben has a first class degree in Mathematics, a Master of Science in Mathematics and the Foundations of Computer Science from Oxford University and is a CFA charter holder.

Jeremy Lang

Jeremy Lang co-founded Ardevora in January 2010, alongside William Pattisson. Jeremy has over 30 years’ experience, beginning his career in 1986 managing North American and UK Equities with William at James Capel Fund Managers. He left James Capel in 1991 to take up full-time long-distance sailing. In 1995 Jeremy joined Liontrust Asset Management, and in 1999, he partnered with William to manage UK equity portfolios and all investment management operations. Jeremy left Liontrust in April 2009. He has a first class degree in Economics and Econometrics from the University of York and a Masters in Economics of Finance and Investment from the University of Exeter.

William Pattisson

William Pattisson co-founded Ardevora in January 2010, alongside Jeremy Lang. William has over 30 years’ experience, beginning his career in 1986 managing North American and UK Equities with Jeremy at James Capel Fund Managers. In 1994, William moved to Fleming Investment Management where he became head of the UK Equity Specialist team, before being appointed as the Head of UK Equities. In 1999, he joined Liontrust Asset Management where he partnered with Jeremy to manage UK equity portfolios and all investment management operations. William left Liontrust in April 2009. He has a degree in Chemistry from Oxford University.

Objective

The Fund's investment objective is to achieve long-term capital appreciation. To achieve this, the Fund will primarily invest in and gain exposure to equity or equity-related securities (such as ordinary and preference shares, global depository receipts and American depository receipts) with large and medium capitalisations on a global basis which are listed or traded on Regulated Markets. The Fund’s exposure to emerging markets is not expected to exceed 35% of Net Asset Value. The Investment Manager, in its discretion, will determine which countries constitute “emerging market countries”.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 13.0%
2018 -4.2% -1.8% 7.9% 4.6% -13.6%
2017 17.3% 7.3% 0.4% 3.6% 5.1%
2016 27.4% 2.3% 10.9% 8.5% 3.4%
2015 10.4% 9.2% -4.2% -3.5% 9.3%
2014 10.9% 3.3% 1.1% 1.6% 4.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Mercadolibre Inc ORD 0.77%
Tandem Diabetes Care Inc ORD 0.73%
Lenovo Group Ltd ORD 0.67%
Techtronic Industries Co Ltd ORD 0.65%
Venture Corporation Ltd ORD 0.65%
Grand Canyon Education Inc ORD 0.64%
Alibaba Group Holding Ltd DR 0.63%
Autohome Inc DR 0.62%
Danaher Corp ORD 0.61%
ANTA Sports Products Ltd ORD 0.61%
28/02/2019

Registered For Sale In

  1. Finland
  2. Germany
  3. Guernsey
  4. Iceland
  5. Ireland
  6. Italy
  7. Norway
  8. Sweden
  9. United Kingdom

Fund Info

  • Launch date29/11/2013
  • Share Class size617Mn
  • Base currencyGBP
  • ISIN IE00BBGT3P34

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management0.75%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).