Thomas Moore

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Thomas Moore

Academic Background

  • BA Hons Economics & Politics with European Studies - 1st Class

Professional Background

  • Investment Analyst, Schroders

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 Equity Income Unconstrained

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Investment Strategy

Value investing using fundamental analysis

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ISIN

GB00B1LBST30

Showcase Investment Fund

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AUM

£ 751,540,000

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Class

Institutional Acc GBP

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Ongoing Charges

0.79%


10 Main Holdings

Holdings % of Fund
Close Brothers 4.79%
Vistry Group PLC 4.71%
Entain PLC 4.14%
Tyman PLC 4.07%
Diversified Energy Company PLC 3.74%
Glencore PLC 3.70%
DFS Furniture PLC 3.39%
OSB Group PLC 3.36%
Royal Dutch Shell PLC 3.32%
Randall & Quilter Investment Holdings Ltd 3.31%

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

05 January 2009

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Total Years

12

Total Returns

Total Annualised
Since Inception 288.17% 11.46%
10 Year Return 91.63% 6.72%
5 Year Return 12.54% 2.39%

Benchmark(s) Returns

Total Annualised
Since Inception 174.75% 8.42%
10 Year Return 85.47% 6.37%
5 Year Return 36.86% 6.48%

Relative Returns

Total Annualised
Since Inception 113.42% 3.04%
10 Year Return 6.16% 0.35%
5 Year Return -24.32% -4.09%

Benchmark(s)

FTSE UK SMALL EX Investment Trusts TR

List of Funds

All equity funds managed by the fund manager

Fund Region Market Cap Focus AUM Notes
ASI UK Equity Income Unconstrained UK £ 751,540,000 -
Aberdeen Standard Equity Income Trust UK £ 162,300,000 -
LF ASI Income Focus Fund UK £ 156,000,000 -