Artemis Global Select Fund R AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 15.8 | 18.0 | -11.5 | 7.3 | 10.5 | |
+/-Cat | 5.2 | 0.0 | -2.2 | -5.4 | 2.4 | |
+/-B’mrk | 3.5 | -1.6 | -3.8 | -7.9 | 1.4 | |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Gbl TME NR USD |
Key Stats | ||
NAV 25/04/2024 | GBP 1.73 | |
Day Change | -1.98% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00B5QKCK29 | |
Fund Size (Mil) 23/04/2024 | GBP 269.12 | |
Share Class Size (Mil) 25/04/2024 | GBP 2.32 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 1.64% |
Morningstar Research |
Analyst Report | 18/04/2023 Michael Born, Analyst Morningstar, Inc |
Following the announcement that lead manager Simon Edelsten will retire at the end of 2023, the team behind Artemis Global Select has a completely new look. While we believe there is capable new manager in place, the lack of continuity or... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 22 |
Parent | 24 |
Process | 23 |
Performance | |
Price |
Investment Objective: Artemis Global Select Fund R Acc |
The fund aims to grow capital over a five year period. The fund invests in 80% to 100% in company shares and up to 20% in bonds, cash and near cash, other transferable securities, other funds (up to 10%) managed by Artemis and third party funds, money market instruments, and derivatives. The fund may use derivatives for efficient portfolio management purposes to reduce risk and manage the fund efficiently. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Natasha Ebtehadj 01/06/2023 | ||
Swetha Ramachandran 01/06/2023 | ||
Click here to see others | ||
Inception Date 16/06/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | Morningstar Gbl TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Artemis Global Select Fund R Acc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Amazon.com Inc | Consumer Cyclical | 6.11 |
Microsoft Corp | Technology | 4.70 |
Taiwan Semiconductor Manufacturi... | Technology | 3.66 |
The Estee Lauder Companies Inc C... | Consumer Defensive | 3.19 |
Mastercard Inc Class A | Financial Services | 3.09 |
Increase Decrease New since last portfolio | ||
Artemis Global Select Fund R Acc |