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Ardevora UK Equity Fund D GBP Inc (0P00012BAB.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
180.480.00 (0.00%)
At close: 08:00PM GMT
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Ardevora UK Equity Fund D GBP Inc

6 New Bridge Street

Management Information
William Pattisson,Lead Manager since February 11, 2011
William Pattisson co-founded Ardevora in January 2010, alongside Jeremy Lang. William has over 30 years’ experience, beginning his career in 1986 managing North American and UK Equities with Jeremy at James Capel Fund Managers. In 1994, William moved to Fleming Investment Management where he became Head of the UK Equity Specialist team, before being appointed asthe Head of UK Equities. In 1999, he joined Liontrust Asset Management where he partnered with Jeremy to manage UK equity portfolios and all investment management operations. William left Liontrust in April 2009 and founded Ardevora in January 2010. He has a degree in Chemistry from Oxford University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryUK Flex-Cap Equity
Fund FamilyArdevora Asset Management LLP
Net Assets39.59M
YTD Return-23.55%
Yield1.76%
Morningstar Rating★★★
Inception DateFeb 14, 2013

Fund Operations

Last Dividend0.02
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P00012BAB.LCategory Average
Annual Report Expense Ratio (net)0.00%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load0.00%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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