Capital growth from global equities
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.
|Charging Basis||50% Income 50% Capital|
|Dividends paid||Acc units only|
|Standard Initial Charge||0%|
|Initial Charge Via BestInvest||0%|
|Additional Bid/Offer Spread||0%|
|Annual Management Charge||0.75%|
|Ongoing Charges Figure||0.95%|
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.
Past performance is not a guide to future performance. View full risk warning