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

£ 386,720,000

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Class

Institutional Acc GBP

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Ongoing Charges

0.85%


10 Main Holdings

Holdings % of Fund
Howden 3.89%
Kainos 3.73%
Genuit Group PLC 3.71%
Aveva 3.47%
Bellway PLC 2.80%
Sanne Group PLC 2.57%
Gamma Communications PLC 2.34%
Grafton Group PLC 2.30%
DS Smith PLC 2.27%
Countryside Properties PLC 2.25%

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 2021

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.

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Start Date

01 June 2004

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Total Years

17

Total Returns

Total Annualised
Since Inception 351.69% 9.23%
10 Year Return 151.17% 9.65%
5 Year Return 70.26% 11.23%

Benchmark(s) Returns

Total Annualised
Since Inception 233.89% 7.31%
10 Year Return 85.47% 6.37%
5 Year Return 36.86% 6.48%

Relative Returns

Total Annualised
Since Inception 117.8% 1.92%
10 Year Return 65.7% 3.28%
5 Year Return 33.4% 4.75%

Benchmark(s)

FTSE All-Share Index TR

List of Funds

All equity funds managed by the fund manager

Fund Region Market Cap Focus AUM Notes
ASI UK Ethical Equity Fund UK £ 386,720,000 -
ASI UK Impact Employment Opportunities Equity UK £ 75,000,000 -