Artemis Global Select Fund I Acc

Performance History31/03/2020
Growth of 1,000 (GBP) Advanced Graph
Artemis Global Select Fund I Acc
Fund24.713.7-3.226.6-10.3
+/-Cat4.4-3.31.52.4-
+/-B’mrk1.5-5.0-0.8-0.9-0.4
 
Key Stats
NAV
02/04/2020
 GBP 1.14
Day Change -0.12%
Morningstar Category™ Global Large-Cap Growth Equity
IA (formerly IMA) Sector Global
ISIN GB00B568S201
Fund Size (Mil)
31/03/2020
 GBP 158.67
Share Class Size (Mil)
10/12/2018
 GBP 109.83
Max Initial Charge -
Ongoing Charge
18/02/2020
  0.90%
Morningstar Research
Analyst Report

Artemis Global Select's experienced management team combined with a differentiated and disciplined investment approach continue to support its Morningstar Analyst Rating of Silver.Alex Illingworth, Rosanna Burcheri, and Simon Edelsten manage this...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentPositive
ProcessPositive
PerformancePositive
PriceNeutral
Investment Objective: Artemis Global Select Fund I Acc
The objective of the fund is to achieve long term capital growth primarily from a portfolio of global equities that the manager considers to demonstrate leading positions in their sectors.
Returns
Trailing Returns (GBP)02/04/2020
YTD-13.61
3 Years Annualised4.98
5 Years Annualised8.34
10 Years Annualised-
12 Month Yield 0.76
Management
Manager Name
Start Date
Simon Edelsten
02/10/2019
Rosanna Burcheri
02/10/2019
Click here to see others
Inception Date
16/06/2011
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI NR GBPMSCI ACWI Growth 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 Select Fund I Acc31/12/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock94.810.0094.81
Bond0.000.000.00
Property0.000.000.00
Cash5.190.005.19
Other0.000.000.00
Top 5 Regions%
United States57.43
Japan13.43
United Kingdom7.53
Europe - ex Euro7.34
Eurozone6.99
Top 5 Sectors%
Healthcare20.28
Financial Services17.11
Technology16.09
Industrials10.15
Communication Services8.90
Top 5 HoldingsSector%
Merck & Co IncHealthcareHealthcare2.36
Thermo Fisher Scientific IncHealthcareHealthcare2.34
Microsoft CorpTechnologyTechnology2.17
Avery Dennison CorpIndustrialsIndustrials2.11
Anthem IncHealthcareHealthcare2.01
Artemis Global Select Fund I Acc

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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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