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International
Fund

The Iridian US Equity Fund is a Dublin based UCITS. It is a relatively concentrated portfolio of 40 names, emphasizing a disciplined bottom-up, value-based, fundamental-driven approach, looking at companies undergoing “corporate change” and generating large amounts of free cash flow. Iridian’s U.S. Equity investment philosophy focuses on fundamental analysis with a long-term view. Iridian is based in Westport, Connecticut.

NAV as of 3/14/2024

Class I-USD-Acc. 227.92
Class I-USD-Dist. 203.09
Class IP-USD-Acc. 224.08
Class Z-USD-Acc. 198.86
Class A-GBP-Dist. 178.27
Class I-GBP-Acc. 245.88
Class IP-GBP-Dist. 191.12

 

Documents

Prospectus
Supplement to the Prospectus
Supplement to the Prospectus Class IP – GBD Distributing Shares and Class IP-EUR-Distributing Shares
Iridian U.S. Equity Fund KIID-Class I – English
Iridian U.S. Equity Fund KIID-Class IP – English
Iridian U.S. Equity Fund KIID-Class R – English
Iridian U.S. Equity Fund KIID-Class Y – English
Iridian U.S. Equity Fund KIID-Class Z – English
Iridian U.S. Equity Fund KIID-Class A – English
Class Supplement for Class A-GBP-Distributing Shares
Iridian UCITS Fund, plc Application Form
Iridian UCITS Fund, plc Application Form – Irish Residents
Iridian UCITS Fund, plc Additional Subscription Form
Iridian UCITS Fund, plc Redemption Form
Iridian UCITS Fund, plc Audited Annual Financial Statement (2014)
Iridian UCITS Fund, plc Audited Annual Financial Statement (2015)
Iridian UCITS Fund, plc Audited Annual Financial Statement (2016)
Iridian UCITS Fund, plc Audited Annual Financial Statement (2017)
Iridian UCITS Fund, plc Audited Annual Financial Statement (2018)
Iridian UCITS Fund, plc Audited Annual Financial Statement (2018) German
Iridian UCITS Fund, plc Audited Annual Financial Statement (2019)
Iridian UCITS Fund, plc Audited Annual Financial Statement (2020)
Iridian UCITS Fund, plc Audited Annual Financial Statement (2021)
Iridian UCITS Fund, plc Audited Annual Financial Statement (2022)
Iridian UCITS Fund, plc Semi-Annual Unaudited Financial Statement (2014)
Iridian UCITS Fund, plc Semi-Annual Unaudited Financial Statement (2015)
Iridian UCITS Fund, plc Semi-Annual Unaudited Financial Statement (2016)
Iridian UCITS Fund, plc Semi-Annual Unaudited Financial Statement (2017)
Iridian UCITS Fund, plc Semi-Annual Unaudited Financial Statement (2017) German
Iridian UCITS Fund, plc Semi-Annual Unaudited Financial Statement (2018)
Iridian UCITS Fund, plc Semi-Annual Unaudited Financial Statement (2018) German
Iridian UCITS Fund, plc Semi-Annual Unaudited Financial Statement (2019)
Iridian UCITS Fund, plc Semi-Annual Unaudited Financial Statement (2020)
Iridian UCITS Fund, plc Semi-Annual Unaudited Financial Statement (2021)
Iridian UCITS Fund, plc Semi-Annual Unaudited Financial Statement (2022)
Iridian UCITS Fund, plc Semi-Annual Unaudited Financial Statement (2023)
Iridian UK Reporting Disclosure
Iridian HMRC UK Tax Reporting – 11/3/2013 – 11/4/2014
Iridian HMRC UK Tax Reporting – 11/4/2014 – 12/31/2014
Iridian HMRC UK Tax Reporting – 1/1/2015 – 12/31/2015
Iridian HMRC UK Tax Reporting – 1/1/2016 – 12/31/2016
Iridian HMRC UK Tax Reporting – 1/1/2017 – 12/31/2017
Iridian HMRC UK Tax Reporting – 1/1/2018 – 12/31/2018
Iridian HMRC UK Tax Reporting – 1/1/2019 – 12/31/2019
Iridian HMRC UK Tax Reporting – 1/1/2020 – 12/31/2020
Iridian HMRC UK Tax Reporting – 1/1/2021 – 12/31/2021
Iridian HMRC UK Tax Reporting – 1/1/2022 – 12/31/2022
SFDR Article 3 Statement
SFDR Article 4 Statement
SFDR Article 5 Statement
Addendum to the Supplement SFDR Phase 1 Disclosures
Constitution