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Ardevora Global Long Only Equity C

Bestinvest LogoCapital growth from global equities

PRICE (INC)

277.5p

PRICE (ACC)

277.5p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

0.95%

YIELD

0%

1 YEAR
-7.89%

Prices as at 17 Aug 2022.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

This is a long-only multi-cap fund offering exposure to global equities and aims to achieve capital growth over the long term by investing in a diversified portfolio of value and growth companies with a market capitalisation / free float in excess of $1bn. Manager Jeremy Lang previously spent 13 years at Liontrust Asset Management working alongside co-manager William Pattisson before they departed to set up Ardevora Asset Management in 2010.

Fund summary

SectorGlobal
StructureOFFSHORE FUND
LaunchedNovember 2013
Size£649m
Yield0%
Charging Basis50% Income 50% Capital
Dividends paidAcc units only

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure0.95%

Investment Process

This fund is a long-only carve out of the Ardevora Global Equity fund's portfolio which is managed using an identical investment approach, with 100% overlap in holdings. The fund will typically invest in both value and growth companies with a market capitalisation / free float in excess of $1bn. The process is grounded in cognitive psychology and recognises that the key players in investment markets have biases which affect their behaviour and lead to poor judgements. The portfolio is diversified and will include c.125 - 175 holdings. All research is done in house and the managers will typically not meet company management, conducting all research based on supporting accounting information, company management statements, analyst reports, industry knowledge and experience to make their final stock selections. No fund manager specialises and they will typically analyse companies from every region and sector, across the capitalisation spectrum.

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning