Lesley Duncan

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Lesley Duncan

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.
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Showcase Investment Fund

ASI UK Ethical Equity Fund

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Investment Strategy

Value investing using fundamental analysis

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ISIN

GB0004333059

Showcase Investment Fund

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AUM

£ 276,500,000

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Class

Institutional Acc GBP

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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

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Start Date

01 June 2004

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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)

FTSE All-Share Index TR

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 -