Ardtur EUROPEAN FOCUS FUND EURO IRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 6.4 | 18.0 | 11.0 | 16.5 | 2.1 |
![]() | +/-Cat | 2.0 | 2.7 | 19.3 | 4.9 | -3.7 |
![]() | +/-B’mrk | 3.8 | 0.4 | 15.5 | 3.3 | -4.9 |
Category: Europe Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar DM Eur TME NR EUR |
Key Stats | ||
NAV 12/07/2024 | EUR 189.31 | |
Day Change | 0.61% | |
Morningstar Category™ | Europe Large-Cap Blend Equity | |
ISIN | IE000YMX2574 | |
Fund Size (Mil) 12/07/2024 | EUR 713.08 | |
Share Class Size (Mil) 12/07/2024 | EUR 188.95 | |
Max Initial Charge | - | |
Ongoing Charge 31/12/2022 | 0.97% |
Investment Objective: Ardtur EUROPEAN FOCUS FUND EURO I |
The investment objective of the Sub-Fund is to generate long-term capital growth through investing in equities of European companies in developed European equity markets. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Oliver Kelton 28/01/2022 | ||
Inception Date 28/01/2022 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Europe NR USD | Morningstar DM Eur TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Ardtur EUROPEAN FOCUS FUND EURO I | 31/08/2023 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.24 |
![]() | ![]() | 6.87 |
![]() | ![]() | 6.24 |
![]() | ![]() | 6.02 |
![]() | ![]() | 5.89 |
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Ardtur EUROPEAN FOCUS FUND EURO I |