Artemis European Opportunities Fund I Hedged Acc

Performance History31/05/2019
Growth of 1,000 (GBP) Advanced Graph
Artemis European Opportunities Fund I Hedged Acc
Fund15.1-2.521.3-10.98.9
+/-Cat-----
+/-B’mrk-----
 
Key Stats
NAV
24/06/2019
 GBP 1.10
Day Change -0.16%
Morningstar Category™ Other Equity
IA (formerly IMA) Sector Europe Excluding UK
ISIN GB00B6WFCS60
Fund Size (Mil)
31/05/2019
 GBP 343.90
Share Class Size (Mil)
10/12/2018
 GBP 83.69
Max Initial Charge -
Ongoing Charge
04/02/2019
  0.86%
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 I Hedged 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)24/06/2019
YTD14.23
3 Years Annualised9.85
5 Years Annualised7.33
10 Years Annualised-
12 Month Yield 1.93
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 GBP-
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 I Hedged Acc28/02/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.220.0097.22
Bond0.000.000.00
Property0.000.000.00
Cash2.820.052.78
Other0.000.000.00
Top 5 Regions%
Eurozone77.23
Europe - ex Euro21.60
United Kingdom1.17
United States0.00
Canada0.00
Top 5 Sectors%
Industrials26.24
Financial Services18.25
Consumer Cyclical16.18
Healthcare15.89
Consumer Defensive11.12
Top 5 HoldingsSector%
Novo Nordisk A/S BHealthcareHealthcare4.21
Fresenius SE & Co KGaAHealthcareHealthcare3.71
Industria De Diseno Textil SAConsumer CyclicalConsumer Cyclical3.55
Sampo Oyj AFinancial ServicesFinancial Services3.48
Nordea Bank AbpFinancial ServicesFinancial Services3.26
Artemis European Opportunities Fund I Hedged Acc
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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