Ardevora Global Long Only Equity Fund C GBP Acc

Performance History31/07/2020
Growth of 1,000 (GBP) Advanced Graph
Ardevora Global Long Only Equity Fund C GBP Acc
Fund27.417.3-4.225.55.2
+/-Cat2.03.16.38.46.9
+/-B’mrk-1.34.1-0.43.85.5
 
Key Stats
NAV
10/08/2020
 GBP 2.38
Day Change -0.32%
Morningstar Category™ Global Flex-Cap Equity
IA (formerly IMA) Sector Global
ISIN IE00BBGT3P34
Fund Size (Mil)
10/08/2020
 GBP 495.74
Share Class Size (Mil)
10/08/2020
 GBP 307.18
Max Initial Charge -
Ongoing Charge
17/07/2020
  0.85%
Morningstar Research
Analyst Report

We continue to see positives in Ardevora Global Long Only Equity’s unusual approach to global equity investing. The clean C share class retains its Morningstar Analyst Rating of Bronze. Other share class ratings range from Bronze to Neutral. The...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAverage
ParentAverage
ProcessAbove Average
Performance
Price
Investment Objective: Ardevora Global Long Only Equity Fund C GBP Acc
The Ardevora Global Long-only Equity Fund's investment objective is to achieve long-term capital appreciation.
Returns
Trailing Returns (GBP)10/08/2020
YTD6.97
3 Years Annualised11.33
5 Years Annualised14.63
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Ben Fitchew
29/11/2013
Jeremy Lang
29/11/2013
Click here to see others
Inception Date
29/11/2013
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI NR EURMSCI ACWI NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNot Specific
HedgingNo
OtherNot Specific
Portfolio Profile for  Ardevora Global Long Only Equity Fund C GBP Acc30/04/2020
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock100.000.00100.00
Bond0.000.000.00
Property0.000.000.00
Cash0.000.000.00
Other0.000.000.00
Top 5 Regions%
United States59.84
Eurozone8.13
Japan7.69
Asia - Emerging4.70
Latin America3.73
Top 5 Sectors%
Technology23.09
Healthcare16.20
Industrials15.06
Consumer Defensive10.76
Consumer Cyclical9.30
Top 5 HoldingsSector%
Alibaba Group Holding Ltd ADRConsumer CyclicalConsumer Cyclical1.30
Taiwan Semiconductor Manufacturi... TechnologyTechnology1.02
Tencent Holdings LtdCommunication ServicesCommunication Services0.99
Tandem Diabetes Care IncHealthcareHealthcare0.83
IDEXX Laboratories IncHealthcareHealthcare0.83
Ardevora Global Long Only Equity Fund C GBP Acc

Related

In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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