ARDEVORA UK EQUITY C

Combines long and short exposure to the UK stockmarket.

  • 262.07p Price (Inc)
  • - Price (Acc)
  • 0.00% 0.00%

    Initial charge
  • 1.00% Annual management charge
  • 1.16% Ongoing charges
  • 0.00% Yield

Fund data last updated 19 November 2019

The fund aims to achieve long term capital growth through investment in UK equities. The managers will take both long positions - buying stocks they expect to rise in value - and short positions - using derivatives to give negative exposure to companies they find unattractive, enabling them to benefit from falling prices. Up to 150% of assets will be invested in long positions and up to 50% in short positions - overall market exposure will not normally exceed 100%.

Fund summary

Sector UK All Companies
Structure OFFSHORE FUND
Launched July, 2011
Size £160m
Yield 0.00%
Charging basis
Dividends paid

Charges

Initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.00%
Ongoing charges figure 1.16%

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Investment process

Manager research

Average monthly relative returns

Bestinvest MRI

14/15 15/16 16/17 17/18 18/19 3 years 5 years Career 3 years 5 years Career
0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%

Performance figures are based on the average of monthly percentage returns relative to the benchmark index.

Track record

Periods of worst performance

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Relative 0.00% ()

About the MRI

Our unique indicator: the Bestinvest Manager Record Index (MRI) measures the likelihood that the fund manager is adding value through their decisions. It is based on their performance record over the course of their career, adjusted for the amount of risk taken. MRI is an important contributor to our fund rating system but it is also vital to take account of qualitative factors. It is also very important to select funds to form a cohesive portfolio with an appropriate overall risk level.

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Key Investor Documents

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