Artemis Global Select Fund I AccRegister to Unlock Ratings |
Performance History | 30/06/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -3.2 | 26.6 | 16.7 | 18.9 | -14.4 |
![]() | +/-Cat | 1.5 | 2.4 | -7.0 | 4.4 | 5.2 |
![]() | +/-B’mrk | -0.8 | -0.9 | -12.8 | 0.8 | 5.2 |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: MSCI ACWI Growth NR USD |
Key Stats | ||
NAV 01/07/2022 | GBP 1.58 | |
Day Change | 0.96% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00B568S201 | |
Fund Size (Mil) 29/06/2022 | GBP 406.04 | |
Share Class Size (Mil) 10/12/2018 | GBP 109.83 | |
Max Initial Charge | - | |
Ongoing Charge 16/09/2021 | 0.89% |
Morningstar Research |
Analyst Report |
Artemis Global Select's experienced management team, together with a distinct and well-structured approach, continue to support a Morningstar Analyst Rating of Silver for the clean I share class. Ratings on the other share classes range from... |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | Above Average |
Parent | Above Average |
Process | Above Average |
Performance | |
Price |
Investment Objective: Artemis Global Select Fund I Acc |
The fund aims to grow capital over a five year period. The fund will invest 80% to 100% in company shares. 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. Shares in the following types of companies (held either directly or indirectly via derivatives) are automatically excluded: tobacco, gambling, weapons and fossil fuels (i.e. mining or sale of thermal coal or extraction, production or refining of either oil or gas). |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Simon Edelsten 16/06/2011 | ||
Rosanna Burcheri 01/10/2011 | ||
Click here to see others | ||
Inception Date 16/06/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | MSCI ACWI Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Artemis Global Select Fund I Acc | 31/05/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 2.80 |
![]() | ![]() | 2.75 |
![]() | ![]() | 2.63 |
![]() | ![]() | 2.57 |
![]() | ![]() | 2.57 |
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Artemis Global Select Fund I Acc |