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Artemis Global Growth Fund I Acc

Performance History31/10/2019
Growth of 1,000 (GBP) Advanced Graph
Artemis Global Growth Fund I Acc
Fund7.723.918.6-7.411.4
+/-Cat4.30.46.1-0.7-4.0
+/-B’mrk4.4-4.85.4-3.6-6.1
 
Key Stats
NAV
21/11/2019
 GBP 3.00
Day Change -0.89%
Morningstar Category™ Global Large-Cap Blend Equity
IA (formerly IMA) Sector Global
ISIN GB00B2PLJP95
Fund Size (Mil)
20/11/2019
 GBP 760.24
Share Class Size (Mil)
10/12/2018
 GBP 527.90
Max Initial Charge -
Ongoing Charge
07/08/2019
  0.87%
Morningstar Research
Analyst Report

The quant-led approach on Artemis Global Growth has had success, but reduced conviction in the process results in a Morningstar Analyst Rating of Bronze.Peter Saacke has been in charge since January 2004; he joined Artemis in December 2002 from...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentPositive
ProcessNeutral
PerformancePositive
PriceNeutral
Investment Objective: Artemis Global Growth Fund I Acc
The objective of the Fund is to achieve long-term capital growth from a diversified portfolio investing in any economic sector in any part of the world. The Manager actively manages the portfolio in order to achieve the objective and will not be restricted in respect of choice of investments either by company size or industry, or in terms of the geographical split of the portfolio.
Returns
Trailing Returns (GBP)21/11/2019
YTD12.90
3 Years Annualised9.03
5 Years Annualised11.00
10 Years Annualised13.23
12 Month Yield 2.10
Management
Manager Name
Start Date
Peter Saacke
01/01/2004
Inception Date
07/03/2008
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI NR GBPMSCI ACWI NR USD
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 Global Growth Fund I Acc31/07/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.540.0099.54
Bond0.000.000.00
Property0.000.000.00
Cash0.480.020.46
Other0.000.000.00
Top 5 Regions%
United States39.20
Asia - Emerging18.84
Eurozone16.60
Europe - ex Euro7.10
United Kingdom6.63
Top 5 Sectors%
Financial Services27.66
Industrials17.12
Consumer Cyclical11.25
Healthcare9.91
Technology8.33
Top 5 HoldingsSector%
JPMorgan Chase & CoFinancial ServicesFinancial Services2.13
Alphabet Inc ATechnologyTechnology2.00
Roche Holding AG Dividend Right ... HealthcareHealthcare1.63
Citizens Financial Group IncFinancial ServicesFinancial Services1.62
Allianz SEFinancial ServicesFinancial Services1.51
Artemis Global Growth Fund I Acc
* This share class has performance data calculated prior to the inception date, 2008-03-07. This is based upon a simulated/extended track record, using the track record of Artemis Global Growth R Acc (ISIN: GB0006795743), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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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