Artemis European Opportunities Fund R Acc

Performance History28/02/2019
Growth of 1,000 (GBP) Advanced Graph
Artemis European Opportunities Fund R Acc
Fund10.813.422.5-11.45.8
+/-Cat1.5-3.05.60.30.6
+/-B’mrk5.7-5.26.7-1.60.6
 
Key Stats
NAV
22/03/2019
 GBP 1.01
Day Change -1.21%
Morningstar Category™ Europe ex-UK Large-Cap Equity
IA (formerly IMA) Sector Europe Excluding UK
ISIN GB00B6WFCP30
Fund Size (Mil)
28/02/2019
 GBP 352.50
Share Class Size (Mil)
10/12/2018
 GBP 3.80
Max Initial Charge -
Ongoing Charge
04/02/2019
  1.61%
*  This rating and report were issued for a different share class of this fund. The performance and fee structure of this class may vary from that referenced.
Morningstar Research
Analyst Report

This fund's established process and proficient managers make it a strong proposition for European ex-UK equity exposure.Mark Page and Laurent Millet have managed this fund since its inception in October 2011. They have worked together since 2007,...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentPositive
ProcessPositive
PerformancePositive
PricePositive
Investment Objective: Artemis European Opportunities Fund R Acc
The objective of the Fund is to achieve long term growth from investments principally in European equities, excluding the UK.
Returns
Trailing Returns (GBP)22/03/2019
YTD7.16
3 Years Annualised10.13
5 Years Annualised7.45
10 Years Annualised-
12 Month Yield 0.78
Management
Manager Name
Start Date
Mark Page
28/10/2011
Laurent Millet
28/10/2011
Inception Date
28/10/2011
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE World Eur Ex UK TR GBPMSCI Europe Ex UK NR EUR
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Artemis European Opportunities Fund R Acc30/11/2018
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.600.0098.60
Bond0.000.000.00
Property0.000.000.00
Cash1.590.181.40
Other0.000.000.00
Top 5 Regions%
Eurozone75.27
Europe - ex Euro23.55
United Kingdom1.18
United States0.00
Canada0.00
Top 5 Sectors%
Industrials27.23
Financial Services17.83
Consumer Cyclical16.02
Consumer Defensive13.73
Healthcare13.54
Top 5 HoldingsSector%
Novo Nordisk A/S BHealthcareHealthcare4.30
Henkel AG & Co KGaA Participatin... Consumer DefensiveConsumer Defensive3.66
Sampo Oyj AFinancial ServicesFinancial Services3.46
Danone SAConsumer DefensiveConsumer Defensive3.46
Nordea Bank AbpFinancial ServicesFinancial Services3.45
Artemis European Opportunities Fund R Acc

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