Artemis European Select Fund I Hedged AccRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -2.3 | 23.6 | -15.7 | 21.7 | 5.0 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 28/03/2024 | GBP 1.62 | |
Day Change | 0.24% | |
Morningstar Category™ | Other Equity | |
IA (formerly IMA) Sector | Europe Excluding UK | |
ISIN | GB00B6WFCS60 | |
Fund Size (Mil) 19/03/2024 | GBP 50.43 | |
Share Class Size (Mil) 28/03/2024 | GBP 8.15 | |
Max Initial Charge | - | |
Ongoing Charge 06/03/2024 | 0.87% |
Investment Objective: Artemis European Select Fund I Hedged Acc |
The fund aims to grow capital over a five year period. The fund invests 80%-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 invests at least 80% in Europe (excluding the United Kingdom) and up to 20% in other countries. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Kartik Kumar 01/01/2023 | ||
Veronica Perez-Campanero Antolin 31/03/2023 | ||
Inception Date 28/10/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE World Eur Ex UK TR GBP | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Artemis European Select Fund I Hedged Acc | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Novo Nordisk A/S Class B | Healthcare | 5.45 |
Munchener Ruckversicherungs-Gese... | Financial Services | 5.22 |
Airbus SE | Industrials | 4.56 |
Vinci SA | Industrials | 4.41 |
Universal Music Group NV | Communication Services | 4.21 |
Increase Decrease New since last portfolio | ||
Artemis European Select Fund I Hedged Acc |