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WS Ardtur Continental European P Ret Acc

ISIN: GB00BYX3YW33 | MEX: CGXYA | CITI: MVYE

  • Buy 270.96 GBX

  • Sell 270.96 GBX

  • Price Change 1.38060%

Accumulation

Past Performance

  • 4th May 2020 to 4th May 202155.26%
  • 4th May 2021 to 4th May 20222.93%
  • 4th May 2022 to 4th May 202321.81%
  • 4th May 2023 to 4th May 20249.99%
  • 4th May 2024 to 4th May 20259.20%
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Objectives and Approach

The LF Brook Continental European Fund (‘The Fund’) aims to achieve long term capital appreciation through investing primarily in quoted securities issued by companies with principal offices in Continental Europe The Fund may also invest in a broad spread of equities but the fund may also invest in government bonds, other fixed interest securities and preferred stocks.

Key Information

Inception 23rd Nov 2015
Historic Yield 2.6800%
Sector IA Europe Excluding UK
Fund Size £254.332mn
Fund Type OEIC
Classification Accumulation

Charges

Total Ongoing Charges 
Please note that whilst we endeavour to show all charges associated with specific funds, sometimes this is not possible due to the information not being made available by the fund provider. In such cases transaction or incidental cost information may be missing. 		2.4736%
Initial Charge 0%
AMC 1.20%
Performance Fee 20%
Our Platform Charge
We charge a platform fee of 0.30%. Our charges are shown on our rates and charges sheet 		0.30%

Cost and Charges Information

This calculator provides you with costs and charges information regarding our charges and, where relevant, the costs within this investment product

Account Type

  • Investment Account
  • Stocks & Shares ISA
  • SIPP

Annual charges

These are the annual costs based on an initial investment amount of over 1 year assuming a net zero growth rate

Cost Category % of Investment lump sum costs
Our annual fee

Our annual fee

Includes our platform fee at 0.30% per annum (excluding Charles Stanley Multi Asset Funds and anycash held). The min fee is £60, the max is £600 per annum, plus SIPP administration fee (if applicable, only charged if < £30,000 held) – see here 		0.30%
Dealing charges

Dealing charges

Any one-off commission charges associated with investing. Note that government taxes and levies are not included. This does not include any commission credits you may have available 		N/A
Product provider costs

Product provider costs

Product provider costs shown are inclusive of the fund ongoing charges figure (OCF), transaction costs and incidental costs 		2.4736%
Total (£)

Total (£)

Costs per annum displayed in monetary value
Total (%)

Total (%)

Costs per annum displayed as a percentage of investment value

Cumulative effect of charges on your investment's return

This illustration assumes that costs occur evenly throughout the year, charges are paid out of the investment evenly throughout the year, and that an annual growth rate of applies evenly throughout the year, before any charges including product charges

lump sum invested with an assumed growth rate of 1 year years
What you might get back at  with no charges applied

What you might get back at  with no charges applied

These are the illustrative values of a  investment after growth and no costs applied at the end of the defined period
Annual charges

Annual charges

These are the annual costs based on an initial investment amount of assuming a net zero growth rate
Effect of charges on return (%)

Effect of charges on return (%)

These are the overall costs in percentage terms, based on an initial investment amount of assuming a growth rate
Effect of charges on return (£)

Effect of charges on return (£)

These are the overall costs in monetary value, based on an initial investment amount of assuming a growth rate
What you might get back at with charges applied

What you might get back at with charges applied

These are the illustrative values of a investment after growth and costs at the end of the defined period

This illustration is not a forecast of future investment performance but merely a means to demonstrate the potential impact of costs and charges for an assumed return of . Whilst we make reasonable endeavours to ensure the accuracy of third party charges information, this is intended for illustrative purposes only and should not be relied upon. We do not warrant or represent that this information is accurate, complete or up to date, therefore we accept no responsibility or liability for its use

Performance

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      Current Comparators


      • Cumulative Performance

        1 month3 months6 months1 year3 years5 years
        1.10% 6.38% 9.30% 9.20% 46.30% 133.81%

        Important Information
        Headline performance can mask the true characteristics of a fund. Without fully understanding how a fund is managed, you may inadvertently become exposed to an undesirable level of risk to your capital. Some funds carry a dilution levy which reduces the number of units realised on any initial investment as an initial charge. If this fund carries such a levy it should be detailed in the Key Investor Information Document (KIID), which we must provide and you should read before investing.

        The charts and performance data shown are supplied by an external data provider and may contain data that appears to precede the introduction of the clean unit class for this fund. In such cases, historical data has been synthesised at the entire discretion of that external provider as realistically as possible using historical data recorded against the previously available commission-paying version of the fund, adjusting for fees in the process.



      Composition

      View Fund Allocation by:

      TOP 10 HOLDINGS TOP 10 ASSETS TOP 10 SECTORS TOP 10 GEOGRAPHIES

      Important Documents


      The documents listed below are the latest versions made available to our data provider by the fund management group, but may not necessarily reflect the applicable charges that would be levied should you purchase this fund via Charles Stanley Direct. You should treat the charges and other figures shown in the 'Overview' tab as accurate.

      Fund Provider Factsheet
      The Fact Sheet is supplied on a monthly basis by the management group and provides limited information on the fund. Past performance data and a review of how the fund has performed are commonly featured. &nbsp;
      FUND PROVIDER FACTSHEET
      1,707,317 bytes PDF Document; last updated 31 Mar 2025
      Key Investor Information Document This document, issued by the product provider, provides key information about an investment product. The information is required by law to help potential investors understand the nature, risks, costs, potential gains and losses of the product and enable comparison with other products.
      KEY INVESTOR INFORMATION DOCUMENT
      201,131 bytes PDF Document; last updated 18 Feb 2025
      Annual Report A report published by the Fund Management Group detailing the progress of the fund during the course of the previous 12 months. The information provided includes a financial statement for the group as a whole.
      ANNUAL REPORT
      3,514,672 bytes PDF Document; last updated 31 Dec 2024
      Semi Annual Report Published periodically through the course of the financial year of the fund, the report provides an overview of the fund's performance and the prospects for the remainder of the year. Included are portfolio changes (i.e. which stocks have been bought and sold), and changes in the geographical breakdown during the course of the previous 12 months.
      SEMI-ANNUAL REPORT
      5,042,265 bytes PDF Document; last updated 30 Jun 2024
      Prospectus This is a formal document which contains details of the funds' objectives, investment strategies, risks, performance, distribution policy, fees and expenses and, fund management style.  A fund’s prospectus must be lodged with the Financial Conduct Authority (FCA) for authorisation.
      PROSPECTUS
      1,119,604 bytes PDF Document; last updated 30 Sep 2024
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      Management Team

      Oliver Kelton has managed this fund for 9 years and 10 months.

      Oliver Kelton Oliver joined S. W. Mitchell Capital in September 2023 as the Investment Manager of the Ardtur European Equity Funds. He previously worked at Brook Asset Management as the lead Portfolio Manager for European Equity and Waverton Investment Management, where he joined as a European Equity Analyst. In 2003, he started managing specialist Pan-European equity portfolios and took over running the Waverton European Focus Fund in 2010 (now Ardtur European Focus Fund). He has also taken on the responsibility for the Brook Continental European Fund in in 2015 (now Ardtur Continental European Fund) and the Odey Pan European Fund in 2023 (now Ardtur Pan European Fund). In 2016, Oliver has successfully launched the Brook European Absolute Return Focus Fund (now Ardtur European Focus Absolute Return Fund), a plain vanilla long-short European equity fund. He has a 1st class honours degree in Economics and Politics from Bristol University.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      Investment involves risk. You may get back less than invested.