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Artemis Capital

Ranked 209 out of 250 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Philip Wolstencroft

Philip Wolstencroft is a cult figure at Artemis having devised the group's SMART GARP investment system, which provides specialist quantitative analysis of the market situation. Wolstencroft believes the more publicised process known as GARP provides information in a volatile or lumpy fashion. However, data run through the more rigorous process of SMART GARP offers a steadier and more profound insight into which sectors are likely to go up or down. Born in Portsmouth in May 1963, Wolstencroft gained a BA in Economics from Sheffield University and followed this with an MA from Warwick University. He started out in 1985 as an analyst on the British Rail Pension Fund before moving to WorldInvest where he was a global fixed income fund manager. In 1989 he joined Natwest Investment Management before switching to Merrill Lynch in 1991 to front the group's UK and European equity strategy division. In 2001 he moved to Artemis and is head of the firm's European investment team for which he manages the Artemis European Growth fund, which merged with the Artemis Pan European fund in February 2003.

Objective

To achieve long-term capital growth. The emphasis of the Fund will be investment in UK companies in the FTSE 100 Index, however, the Manager has the flexibility to invest in UK companies outside the FTSE 100 Index and overseas companies.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/07/2015 - 31/07/2016
  • Rank 209/250 Total Return
  • Rank 197/250 Standard Deviation
  • Rank 186/250 Max Drawdown
Fund Name Currency Risk
195 Barclays UK Alpha A Acc GBP

14.4

196 Dimensional UK Value Acc GBP

14.4

197 Artemis Capital R Acc GBP

14.5

197 Schroder Recovery A Inc GBP

14.5

199 Rathbone Recovery Inc GBP

14.5

Fund Name Currency Loss
184 GVQ UK Focus I GBP

-10.7%

184 JOHCM UK Dynamic B Acc GBP

-10.7%

186 Artemis Capital R Acc GBP

-10.7%

187 Lazard UK Equity Ret Inc GBP GBP

-10.9%

188 Barclays UK Alpha (2) A Acc GBP

-10.9%

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -3.6% -7.4%
2015 11.1% 9.8% 0.8% -4.8% 5.4%
2014 -0.4% 5.1% -4.3% -1.1% 0.1%
2013 35.0% 15.0% 1.0% 6.6% 9.0%
2012 20.3% 5.2% -6.6% 10.7% 10.6%
2011 -8.9% 0.9% 1.7% -16.2% 5.9%
2010 18.7% 9.9% -16.0% 18.1% 8.7%
2009 21.2% -10.1% 11.3% 18.4% 2.4%
2008 -40.1% -13.7% 0.9% -21.7% -12.1%
2007 -1.9% 1.3% 2.5% -2.4% -3.2%
2006 21.3% 11.2% -3.6% 2.4% 10.5%
2005 26.5% 3.2% 3.7% 12.1% 5.4%
2004 19.8% 7.3% 1.5% 4.4% 5.4%
2003 24.8% -4.3% 17.8% 1.5% 9.1%
2002 -29.7% 0.2% -11.9% -21.2% 1.1%
2001 -17.2% -12.0% 3.1% -18.8% 12.4%
2000 16.3% 23.0% -6.9% 5.6% -3.8%
1999 80.9% 9.3% 6.0% 4.6% 49.3%
1998 17.3% 18.3% 3.6% -16.7% 15.0%
1997 15.4% -0.5% -1.9% 9.5% 7.9%
1996 18.7% 7.0% 7.3% 2.4% 1.0%
1995 4.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2016

Top 10 Holdings

Stock Size
GlaxoSmithKline PLC ORD 4.47
Imperial Brands PLC ORD 3.69
WPP PLC ORD 3.57
Total SA ORD 3.47
NK Lukoil PAO DR 3.25
Anglo American PLC ORD 2.62
Legal & General Group PLC ORD 2.56
RPC Group PLC ORD 2.55
Surgutneftegaz OAO DR 2.35
Taylor Wimpey PLC ORD 2.09
30/06/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/12/1986
  • Share Class size313Mn
  • Base currencyGBP
  • ISIN GB0006795529

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment5

Related News

Artemis unveils Global Select fund portfolio

Artemis is to soft launch the Artemis Global Select fund next month with Japanese and US stocks prominent in the portfolio but zero exposure to Russia.

Artemis recruits global equities team

Artemis has recruited Alex Illingworth and Simon Edelsten to beef up its global equities fund capabilities.

Artemis plans handover of de Tusch-Lec's Capital fund after income launch

Artemis plans to hand over Capital fund to SmartGARP team after new global equity income fund is launched for de Tusch-Lec.

Artemis says Smart-Garp revisions 'inconclusive' as funds fall

Artemis has insisted the jury remains out on mid-2008 changes to its SMART Garp system as the funds’ underperformance has continued to deepen relative to benchmark.

Artemis ups fund holdings as Smart-Garp struggles

Artemis has made changes to the portfolios, including those run by Peter Saacke, it runs using its famed Smart-Garp system as it has struggled to tame the credit crunch.

Artemis promotes Gray to co-manager alongside Whitelaw

Artemis Investment Management has made analyst Andy Gray co-manager of the Artemis New Enterprises fund alongside Artemis’ founding partner Lindsay Whitelaw.

Standard Chartered to meet forecasts despite Whistlejacket setback

Asian-focussed bank Standard Chartered is set to make operating profits of around $3.96 billion this year despite three major setbacks including a $45 million hit from a Structured Investment Vehicle called Whistlejacket Capital.

Tyndall one step ahead of Sainsbury’s crash

J Sainsbury dropped 25% last week after Qatari investment fund Delta Two abandoned plans to acquire it, but Mark Tyndall’s Artemis Capital fund shrewdly avoided the de-rating.

Niznik joins forces with Dodd on Artemis UK Smaller Companies

Artemis Investments has appointed former Citywire AAA-rated Mark Niznik as co-manager on its UK Smaller Companies fund.

Performance Highlights: Burren Energy fires up Stick and Luckcraft’s returns

Rathbones’ Carl Stick and AXA Framlington’s George Luckcraft have received a boost from the bid interest in mid-cap oil firm Burren Energy.

...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).