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Artemis European Opportunities Fund R Acc

Performance History30/09/2019
Growth of 1,000 (GBP) Advanced Graph
Artemis European Opportunities Fund R Acc
Fund10.813.422.5-11.413.2
+/-Cat1.5-3.05.60.3-4.8
+/-B’mrk5.7-5.26.7-1.6-5.8
 
Key Stats
NAV
18/10/2019
 GBP 1.04
Day Change -0.87%
Morningstar Category™ Europe ex-UK Large-Cap Equity
IA (formerly IMA) Sector Europe Excluding UK
ISIN GB00B6WFCP30
Fund Size (Mil)
16/10/2019
 GBP 283.62
Share Class Size (Mil)
10/12/2018
 GBP 3.80
Max Initial Charge -
Ongoing Charge
07/08/2019
  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)18/10/2019
YTD9.60
3 Years Annualised5.07
5 Years Annualised10.21
10 Years Annualised-
12 Month Yield 1.05
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 Acc30/06/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.980.0097.98
Bond0.000.000.00
Property0.000.000.00
Cash2.090.082.02
Other0.000.000.00
Top 5 Regions%
Eurozone74.06
Europe - ex Euro25.94
United States0.00
Canada0.00
Latin America0.00
Top 5 Sectors%
Industrials32.76
Financial Services18.04
Healthcare16.15
Consumer Cyclical12.77
Consumer Defensive9.11
Top 5 HoldingsSector%
Novo Nordisk A/S BHealthcareHealthcare4.54
Danone SAConsumer DefensiveConsumer Defensive3.77
Fresenius SE & Co KGaAHealthcareHealthcare3.70
Industria De Diseno Textil SAConsumer CyclicalConsumer Cyclical3.67
Sampo Oyj Class AFinancial ServicesFinancial Services3.46
Artemis European Opportunities Fund R 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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