Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Ardevora UK Income A

Ranked 105 out of 107 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Jeremy Lang

Jeremy Lang co-founded Ardevora in January 2010, alongside William Pattisson. Jeremy has over 30 years’ experience, beginning his career in 1986 managing North American and UK Equities with William at James Capel Fund Managers. He left James Capel in 1991 to take up full-time long-distance sailing. In 1995 Jeremy joined Liontrust Asset Management, and in 1999, he partnered with William to manage UK equity portfolios and all investment management operations. Jeremy left Liontrust in April 2009. He has a first class degree in Economics and Econometrics from the University of York and a Masters in Economics of Finance and Investment from the University of Exeter.

William Pattisson

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 as the 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. He has a degree in Chemistry from Oxford University.

Objective

The Ardevora UK Income Fund's investment objective is to achieve long-term capital appreciation and income. The Ardevora UK Income Fund will primarily invest in and gain exposure to, a diversified portfolio of UK equity or equity-related securities (such as ordinary and preference shares, global depository receipts and American depository receipts) listed or traded on Regulated Markets.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 30/09/2016 - 30/09/2017
  • Rank 105/107 Total Return
  • Rank 78/107 Standard Deviation
  • Rank 100/107 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.1% -1.3% 2.5%
2016 2.9% -4.5% 2.3% 8.9% -3.2%
2015 16.3% 8.1% 1.9% -2.0% 7.8%
2014 0.9% 3.2% -2.5% -1.5% 1.8%
2013 32.9% 15.5% -0.1% 4.1% 10.6%
2012 23.4% 11.4% -4.6% 8.1% 7.4%
2011 5.3% -14.1% 7.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date11/01/2011
  • Share Class size04Mn
  • Base currencyGBP
  • ISIN IE00B3TGCG95

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.25%

Related News

SLI's Moore calls on Martin Gilbert to demand higher bid for Sky

Fund managers rail at low offer for broadcaster and argue not enough has been done to counter conflicts of interest.

How this AA-rated fund manager profited from ARM holding

Ardevora’s Citywire AA-rated co-founder Jeremy Lang was a big winner from SoftBank’s £24.3 billion takeover of ARM Holdings this morning.

AAA-rated Lang: oil companies won't learn their lesson

AAA-rated Jeremy Lang explains why deep-seated management culture continues to put him off investing in oil companies.

TSB soars on Spanish approach; FTSE rises

TSB shares jump 24% as the ‘challenger’ bank spun off from Lloyds receives a takeover approach from Banco Sabadell.

F&C's Potter & Burdett bide time on Europe

F&C's multi-manager team is waiting for better valuations in Europe, while focusing on smaller names for UK income funds for the year.

Tesco tumbles on probe into overstated profits

Supermarket suspends executives as it warns market first-half profits were overstated by £250 million.

Jeremy Lang: The 'goldilocks' housebuilder recovery has legs

Ardevora UK Income manager Jeremy Lang believes housebuilders have even further to go, as concerns about the fallout from rising house prices prove overdone.

Jeremy Lang's top stock picks for anxious times

Ardevora's Citywire AA-rated manager is finding opportunities in areas that are causing some investors to feel anxious.  

The stocks catching analysts out

Citywire AA-rated Ardevora UK Income manager William Pattisson has been buying BG Group and Tullow Oil, arguing both stocks have been overly punished by the market due to negative sentiment towards oil.

The two big value traps Jeremy Lang fears

Ardevora fund manager Jeremy Lang talk value traps and explain why they sold out of miners in favour of housebuilders and construction stocks.

...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).