Global Behavioural Feeder Fund

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Investor Profile

The portfolio is suitable for investors seeking global exposure to developed and developing financial markets as part of their overall investment strategy, with maximum capital appreciation as their primary goal. Investors should have a high tolerance for short-term market volatility in order to achieve long-term objectives. 

Investment manager

 

Founded in 2010 by portfolio managers Jeremy Lang and William Pattisson, Ardevora was the opportunity for Jeremy and William to apply 25 years’ experience of managing funds to their own venture. Their vision was simple: to run clients’ money in the same way they would look after their own, in a stimulating and enjoyable working environment. The Fund is a diversified portfolio of listed equities, its unique quality being a process grounded in cognitive psychology and the study of bias. The manager’s understanding of bias, and how this causes intelligent and well-informed people to make errors of judgement, allows them to identify and exploit inefficiencies in markets.

Today, Ardevora has eight partners and 36 employees. They manage £7.9bn of assets and work for a range of clients around the world.

 

Risk profile

Low risk High risk
The greater the amount of risk an investor is willing to take on the greater the potential return

Minimum investment

Lump sum: R10 000 Debit order: R500

Recommended minimum period

5 - 7 years

Inception date

19 June 2019

Asisa category

(ASISA) Global EQ General

Benchmark

MSCI All Country World Index NR ZAR

Performance (since inception)

Annual fees and charges eac Fees calculator

excl VAT incl VAT
Fund management fee 1.50% 1.50%
+
Fund expenses 0.19%
Total expense ratio 1.69%
+
Fund transacting costs 0.12%
Total investment charges 1.81%

Price as at eac View all prices

Fund price Market change Unit count
1 401.93 -0.71% 560 301.2241

Income distribution

Cents per unit Latest date Frequency
0.00 31 December 2020 Annually

Downloads

Fact sheet