EN
ESLesley Duncan
Lesley Duncan
- AAA Rated Fund Manager
- As at: 30 June 2020
- Keyword Tags: UK
Academic Background
- Masters Degree in International Finance. BA in Economics.
Professional Background
- Joined Standard Life in 1995. Analyst, Bothwell Asset Management.
Showcase Investment Fund
Once a fund manager is rated by Vadevalor, the showcase investment fund is the fund chosen to be followed for future results.
Showcase Investment Fund
ASI UK Ethical Equity Fund
Investment Strategy
Value investing using fundamental analysis
ISIN
GB0004333059
Showcase Investment Fund
AUM
£ 276,500,000
Class
Institutional Acc GBP
Ongoing Charges
0.85%
10 Main Holdings
| Holdings (as at 30 June 2020) | % of Fund |
| Kainos | 4.70% |
| Bellway | 3.30% |
| Polypipe | 3.10% |
| Fever Tree | 3.10% |
| Howden | 2.90% |
| Aveva | 2.90% |
| Granger | 2.40% |
| Gamma Communications | 2.30% |
| Avast | 2.30% |
| Sanne | 2.30% |
Table of Returns
The table of returns below show the total, relative and relevant benchmark returns for the fund manager since they first started to manage.as at: 30 June 2020
Start Date
01 June 2004
Total Years
16
Total Returns
| Total | Annualised | |
| Since Inception | 242.67% | 7.96% |
| 10 Year Return | 152.92% | 9.72% |
| 5 Year Return | 15.55% | 2.93% |
Benchmark(s) Returns
| Total | Annualised | |
| Since Inception | 174.91% | 6.49% |
| 10 Year Return | 91.84% | 6.73% |
| 5 Year Return | 15.17% | 2.87% |
Relative Returns
| Total | Annualised | |
| Since Inception | 67.76% | 1.47% |
| 10 Year Return | 61.08% | 2.99% |
| 5 Year Return | 0.38% | 0.07% |
Benchmark(s)
Other Funds
All equity funds managed by the fund manager
| Fund | Region | Market Cap Focus | AUM | Notes |
| ASI UK Ethical Equity Fund | UK | £ 276,500,000 | - | |
| ASI UK Impact Employment Opportunities Equity | UK | £ 75,000,000 | - |