Ardtur EUROPEAN FOCUS FUND GBP RRegister to Unlock Ratings |
Performance History | 31/05/2023 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 1.2 | 5.8 | 17.4 | 11.7 | 3.6 |
![]() | +/-Cat | -16.4 | 1.5 | 2.1 | 20.0 | - |
![]() | +/-B’mrk | -17.9 | 3.3 | -0.2 | 16.2 | - |
Category: Europe Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar DM Eur TME NR EUR |
Key Stats | ||
NAV 16/06/2023 | GBP 192.74 | |
Day Change | -0.15% | |
Morningstar Category™ | Europe Large-Cap Blend Equity | |
IA (formerly IMA) Sector | - | |
ISIN | IE000U3SJDA4 | |
Fund Size (Mil) 12/07/2024 | EUR 713.08 | |
Share Class Size (Mil) 16/06/2023 | GBP 0.05 | |
Max Initial Charge | - | |
Ongoing Charge 21/02/2023 | 1.43% |
Investment Objective: Ardtur EUROPEAN FOCUS FUND GBP R |
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 GBP R | 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 GBP R |