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 three Global Equity products: a Global Long-only Equity Fund, a Global Long-only Equity SRI 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 five 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 five sub-funds of our Dublin-based OEIC (“Open Ended Investment Company”) 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 the UCITS requirements of the Central Bank of Ireland.

Ardevora Global Long-only 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 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 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 Investing (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%).

You are now leaving the Ardevora website and entering a website not operated by us. Ardevora provides links to external websites that you may find helpful, however the provision of this link does not constitute a recommendation or advice.

Ardevora accepts no responsibility for the accuracy or content of the website that you are about to access, or for any action that you take as a result of accessing this website.

Please ensure that you have read and understand the Terms and Conditions of such third party website and contact the operator of the site should you have any queries.

 

IMPORTANT INFORMATION
Regulatory Information

Ardevora Asset Management LLP, a limited liability partnership, which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”). This site is directed solely at investors who meet the FCA definitions of Eligible Counterparty or Professional Client, and should not be relied upon by other persons. Specifically, this site is not intended for, and is not suitable for, those investors who would be categorised as Retail Clients as defined under the United Kingdom Financial Conduct Authority’s Conduct of Business rules.

Non Solicitation

The contents of this site have been prepared solely for information purposes. The distribution of the information contained on this website in certain countries may be restricted by law and, accordingly, persons who access it are required to inform themselves of and to comply with any such restrictions. The information on this website does not constitute an offer or solicitation in any jurisdiction in which such an offer or solicitation is not authorised or to any person to whom it is unlawful to make such an offer or solicitation. Any opinions expressed on this site do not constitute investment advice and independent advice should be sought where appropriate. You acknowledge that your use of this website and requests for information are unsolicited.

Risk Warning

The value of investments, and the income from them, can fall as well as rise and you may not get back the original amount invested. Past performance is not a guide to future performance. This website is subject to express terms and conditions of use. If you are unsure about the meaning of any information in this website you should consult your financial or other professional adviser. By clicking “Agree” below, you confirm that you have read this Important Information section as well as the Website Terms and Conditions of Use which are available on this Website and agree to be bound by them.

The Funds

The Ardevora funds are sub-funds of Treligga plc, an open-ended investment company with variable capital organised under the laws of Ireland and structured as an umbrella fund with segregated liability between sub-funds. Treligga plc is authorised and regulated by the Central Bank of Ireland as a UCITS under the European Communities (Undertaking for Collective Investment in Transferable Securities) Regulations 2011, as amended.

Jurisdiction

The information contained in this website is directed only at persons who are resident in the United Kingdom. The information contained in this website is not directed at you if Ardevora is prohibited by any law of any jurisdiction from making the information on this site available to you and is not intended for any use that would be contrary to local law or regulation. None of the services, investments or funds referred to in this site are available for sale or use in any jurisdiction where such activity is prohibited. This website should not be accessed by any person in the United States. Persons who are resident outside the United Kingdom should consult their professional advisers or local regulator to satisfy themselves of local regulatory requirements.

Accuracy of Information

The content of this site is based upon sources of information believed to be reliable, however, save to the extent required by applicable law or regulations, no guarantee, warranty or representation (express or implied) is given to its accuracy or completeness. No responsibility or liability can be accepted for any errors or omissions or for any loss resulting from the use of any materials contained in this site. Ardevora reserves the right to amend, alter or withdraw any of the information in the site at any time without notice. No liability is accepted for such changes or for pages not being available at all times.

Linked/External Websites

This website may contain links to other websites maintained by third parties over whom Ardevora has no control. Ardevora and its employees take no responsibility for approving, screening or reviewing the contents of the linked websites and should not be regarded as an endorsement of the service or the site. Ardevora makes no representations as to the accuracy, legality or any other aspect of information contained in the linked or other websites. You use such links at your own risk.

Copyright

The information contained on this site is subject to copyright with all rights reserved. Under no circumstances should any information be copied, reproduced or redistributed without express prior written consent from Ardevora.

Law

This website is governed by the laws of England and Wales.

I HAVE READ, UNDERSTOOD AND AGREE TO THE IMPORTANT LEGAL NOTICE ABOVE