This Fund has exposure to a broad spread of stocks in most of the major equity markets around the world. The Fund will typically hold between 150 and 200 stocks and these will be 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
We actively manage equity portfolios. We are a global equity specialist and everything we do starts with this focus. We manage four Global Equity products: a Global Long-only Equity Fund, a Global Long-only Equity SRI Fund, a Global Growth Fund and a Global Equity Fund (which is a 150/50 long/short fund). We also manage two UK Equity products: a long-only UK Income Fund and a UK Equity Fund (a 150/50 long/short fund). Our investment process underpins the stock decisions and portfolio construction for all six products. There is a philosophical and intellectual consistency for all the assets we manage for our clients, irrespective of whether they are invested in one of the six sub-funds of our Dublin-based OEIC (“Open Ended Investment Company”), the ES Ardevora UK Income Fund (UK onshore), or have a separately managed portfolio. All clients, however big or small, get the same care and attention. All of our Funds are managed in accordance with UCITS requirements.
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. The Fund will typically hold between 150 and 200 stocks in its long book and between 70 and 100 stocks in the short book. 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. The Fund will typically hold between 140 and 190 stocks and these will be 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. The Fund will typically hold between 30 and 50 stocks and these will be 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. The Fund will typically hold between 30 and 50 stocks in its long book and between 15 and 30 stocks in its short book. 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 Global Growth Fund
This Fund has exposure to a broad spread of growth stocks in most of the major equity markets around the world. The Fund will typically hold between 60 and 120 stocks and these will be 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.
ES Ardevora UK Income Fund
This Fund has exposure to a broad spread of stocks in the UK equity market. The Fund will typically hold between 30 and 50 stocks and these will be 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.