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Ardevora UK Income B

Ranked 32 out of 110 in - UK Equity Income 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 Income Fund's investment objective is to achieve long-term capital appreciation and income. The Ardevora UK Income 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 Equity Income over : 30/04/2018 - 30/04/2019
  • Rank 32/110 Total Return
  • Rank 66/110 Standard Deviation
  • Rank 66/110 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.9%
2018 -9.9% -5.7% 10.2% -3.5% -10.1%
2017 8.3% 3.3% -1.2% 2.7% 3.3%
2016 3.7% -4.3% 2.5% 9.1% -3.1%
2015 13.7% 8.3% 1.3% -3.7% 7.7%
2014 0.5% 2.1% -2.3% -1.3% 2.0%
2013 29.5% 14.1% -0.6% 4.3% 9.5%
2012 20.3% 10.0% -4.4% 7.4% 6.5%
2011 4.7% -13.9% 7.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
HSBC Holdings PLC ORD 6.97%
BP PLC ORD 5.55%
Royal Dutch Shell PLC ORD 5.13%
Royal Dutch Shell Plc B ORD 4.27%
Diageo PLC ORD 4.26%
GlaxoSmithKline PLC ORD 4.18%
Rio Tinto PLC ORD 3.04%
Lloyds Banking Group PLC ORD 3.00%
Unilever PLC ORD 2.98%
British American Tobacco PLC ORD 2.72%
31/01/2019

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date11/01/2011
  • Share Class size04Mn
  • Base currencyGBP
  • ISIN IE00B4MKXW82

Purchase Info

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

Charges

  • Annual management0.50%

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