Citywire Selection Verdict: Adrian Gosden left Artemis in July and as a result of this change we have placed this fund under review. Adrian Frost and Nick Shenton will continue to manage this fund and we will monitor performance and any strategy changes over the next few months.
As part of their strategy, Frost and Shenton have a talent for selecting overseas companies and make full use of their maximum 20% global allocation which gives them exposure to large international pharmaceuticals. The duo are currently underweight in healthcare but have kept faith with UK listed major, AstraZeneca. The fund has shown it performs well in both good and bad markets and has delivered consistent returns. A sound pick in this space.
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