EN
ESLesley Duncan
Lesley Duncan
- AAA Rated Fund Manager
- As at: 31 December 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
£ 328,200,000
Class
Institutional Acc GBP
Ongoing Charges
0.85%
10 Main Holdings
| Holdings | % of Fund |
| Howden | 3.50% |
| Kainos | 3.30% |
| Bellway | 3.20% |
| Aveva | 3.20% |
| Polypipe | 3.10% |
| DS Smith | 2.50% |
| Prudential | 2.50% |
| Countryside Properties | 2.40% |
| Intermediate Capital Group | 2.20% |
| Bodycote | 2.00% |
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: 31 December 2020
Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.
Start Date
01 June 2004
Total Years
16
Total Returns
| Total | Annualised | |
| Since Inception | 304.04% | 8.78% |
| 10 Year Return | 133.53% | 8.85% |
| 5 Year Return | 30.06% | 5.4% |
Benchmark(s) Returns
| Total | Annualised | |
| Since Inception | 200.57% | 6.86% |
| 10 Year Return | 71.91% | 5.57% |
| 5 Year Return | 28.46% | 5.14% |
Relative Returns
| Total | Annualised | |
| Since Inception | 103.47% | 1.92% |
| 10 Year Return | 61.62% | 3.28% |
| 5 Year Return | 1.6% | 0.26% |
Benchmark(s)
List of Funds
All equity funds managed by the fund manager
| Fund | Region | Market Cap Focus | AUM | Notes |
| ASI UK Ethical Equity Fund | UK | £ 328,200,000 | - | |
| ASI UK Impact Employment Opportunities Equity | UK | £ 75,000,000 | - |