Ardtur EUROPEAN FOCUS FUND USD IRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | - | 16.5 | 3.5 |
![]() | +/-Cat | - | - | - | 4.9 | -2.5 |
![]() | +/-B’mrk | - | - | - | 3.3 | -4.0 |
Category: Europe Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar DM Eur TME NR EUR |
Key Stats | ||
NAV 13/08/2024 | USD 143.94 | |
Day Change | -0.06% | |
Morningstar Category™ | Europe Large-Cap Blend Equity | |
ISIN | IE00050TUOJ5 | |
Fund Size (Mil) 12/08/2024 | EUR 687.82 | |
Share Class Size (Mil) 12/08/2024 | USD 1.61 | |
Max Initial Charge | - | |
Ongoing Charge 31/05/2024 | 0.90% |
Investment Objective: Ardtur EUROPEAN FOCUS FUND USD 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 USD 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 USD I |