This Fund has exposure to a broad spread of stocks in most of the major equity markets around the world. Stock positions are equally weighted by region in order to reduce individual stock risk. The objective of the Fund is to achieve long-term steady capital growth without too much volatility.
Ardevora Funds:
An Introduction
Ardevora Global Long-only Equity Fund
Ardevora Global Equity Fund
This Fund has exposure to a broad spread of stocks in most of the major equity markets around the world. Stock positions are equally weighted by region in order to reduce individual stock risk. The long book and short book are managed separately. The objective of the Fund is to achieve long-term steady capital growth without too much volatility. The structure of the Fund is 150/50 (which allows a maximum gross exposure of 200%).
Ardevora Global Long-only Equity SRI Fund
This Fund has exposure to a broad spread of stocks in most of the major equity markets around the world. Stock positions are equally weighted by region in order to reduce individual stock risk. The objective of the Fund is to achieve long-term steady capital growth without too much volatility. The construction of the Fund will take account of some of the principles of Socially Responsible Investment (SRI).
Ardevora UK Income Fund
This Fund has exposure to a broad spread of stocks in the UK equity market. Stock positions are weighted in order to generate a minimum level of income. The objective of the Fund is to achieve long-term steady capital growth and a growing income stream without too much volatility.
Ardevora UK Equity Fund
This Fund has exposure to a broad spread of stocks in the UK equity market. Stock positions are equally weighted in order to reduce individual stock risk. The long book and short book are managed separately. The objective of the Fund is to achieve long-term capital growth while tolerating an acceptable level of volatility. The structure of the Fund is 150/50 (which allows a maximum gross exposure of 200%).
Ardevora Responsible Growth Fund
This Fund has exposure to a broad spread of companies that pursue growth in a responsible manner, in most of the major equity markets around the world. Stock positions are equally weighted in order to reduce individual stock risk. The objective of the Fund is to achieve long-term steady capital growth without too much volatility.
ES Ardevora UK Income Fund
This Fund has exposure to a broad spread of stocks in the UK equity market. Stock positions are weighted in order to generate a minimum level of income. The objective of the Fund is to achieve long-term steady capital growth and a growing income stream without too much volatility.