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Ardevora UK Equity B

Ranked 193 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

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 Ardevora UK Equity Fund’s investment objective is to achieve long-term capital appreciation. The Ardevora UK Equity Fund will primarily invest in and gain exposure to a diversified portfolio of UK equity or equity-related securities (such as ordinary and preference shares, global depository receipts and American depository receipts) listed or traded on Regulated Markets.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 193/255 Total Return
  • Rank 160/255 Standard Deviation
  • Rank 205/255 Max Drawdown
Fund Name Currency Return
191 TM Sanditon UK Fund A Acc GBP

0.3%

192 Slater Growth A Acc GBP

0.2%

193 Ardevora UK Equity B GBP

0.2%

194 Royal London UK Opportunities M Acc GBP

0.2%

194 TT UK Equity A GBP

0.2%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.1%
2018 -11.2% -1.5% 8.1% -6.7% -10.6%
2017 15.1% 2.7% -0.4% 4.6% 7.5%
2016 7.3% -7.3% 8.1% 10.6% -3.1%
2015 21.2% 11.4% -1.1% 0.8% 9.0%
2014 -3.9% 2.1% -5.3% -0.6% 0.1%
2013 31.5% 12.6% 0.0% 4.1% 12.1%
2012 21.9% 11.0% -6.8% 9.6% 7.5%
2011 6.6% -14.0% 14.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date11/02/2011
  • Share Class size20Mn
  • Base currencyGBP
  • ISIN IE00B3RJXX49

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0.50%

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...more...

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