Fact sheet: Ardevora Gbl Long Only Eq

Fund information

Fund name
Ardevora Global Long Only Equity C GBP
Fund company manager
Ardevora
Fund type
SIB
Fund manager(s)
Ben Fitchew
since 29/11/2013
William Pattisson
since 29/11/2013
Jeremy Lang
since 29/11/2013
Fund objective
The Ardevora Global Long-Only Equity Fund's investment objective is to achieve long-term capital appreciation.
Benchmark
MSCI ACWI (Net) Index
Investment style
Active,Growth
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

14.63 %

1 Year rank in sector

79/501

Sector

FO Equity - International

Yield
-
Fund size

£ 625.5 m

FE Risk score

104

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • International
    100%
  • International Equities
    100%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund2.38 %7.55 %14.63 %68.66 %0 %
Sector0.26 %2.14 %8.1 %20.84 %55.19 %
Rank within sector72 / 53560 / 51679 / 5015 / 413 /
Quartile th1 st1 st1 st1 st th

Calendar performance

YTD-20182017201620152014
Fund8.55 %17.33 %27.38 %10.35 %10.85 %
Sector1.87 %16.28 %7.94 %0.71 %5.96 %
Rank within sector48 / 518230 / 48738 / 44044 / 38494 / 331
Quartile th1 st2 nd1 st1 st2 nd

Risk statistics

Alpha13.07
Beta0.62
Sharpe1.36
Volatility9.7
Tracking error8.54
Information ratio1.23
R-Squared0.36

Price movement

52 week high2.0172
52 week low1.6924
Current bid price0
Current offer price0
Current mid price2.0076

Holdings by region

  • 100% International

Holdings by sector

-

Holdings by asset type

  • 100% International Equities

Individual holdings

  • 0.85% TWITTER INC
  • 0.74% SERVICENOW INC
  • 0.69% MERCADOLIBRE INC
  • 0.64% FERRARI NV
  • 0.64% TABLEAU SOFTWARE INC
  • 0.63% S&P GLOBAL INC
  • 0.62% BURLINGTON STORES INC
  • 0.62% FREEPORT-MCMORAN INC
  • 0.62% TARGET CORP
  • 0.62% THERMO FISHER SCIENTIFIC INC