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Artemis Global Growth

Ranked 27 out of 308 in - Global Equities over 12 months
All calculations are in GBP

Managed by

Peter Saacke

Peter Saacke attended the University of Oxford where he received a BA in Mathematics and Philosophy. He also holds an MA in Economics from Freiburg University, and to add to his impressive academic background he holds a PhD in Economics, which he obtained from Hamburg University. Peter started his career as a visiting researcher at the European University Institute in Florence. He delved into the financial world in 1999 with Merrill Lynch, where he worked as a pan European equity strategist and quantitative economist. Peter joined Artemis at the end of 2002 where he currently manages the Artemis European Growth Fund and the Artemis Global Growth Fund. He is a CFA Charterholder.

Objective

The objective of the Fund is to achieve long-term capital growth from a diversified portfolio investing in any economic sector in any part of the world. The Manager actively manages the portfolio in order to achieve the objective and will not be restricted in respect of choice of investments either by company size or industry, or in terms of the geographical split of the portfolio.

Performance

Global Equities over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 10.2% 0.1% 5.2% 4.7%
2013 23.9% 15.5% 0.0% 3.0% 4.1%
2012 16.8% 9.1% -6.1% 7.2% 6.4%
2011 -7.2% 3.2% 0.1% -16.9% 8.2%
2010 21.9% 10.0% -12.0% 9.8% 14.8%
2009 8.4% -13.3% 3.7% 15.5% 4.4%
2008 -36.3% -11.4% 1.4% -17.9% -13.5%
2007 22.8% 3.3% 12.1% 4.4% 1.6%
2006 12.2% 13.1% -9.3% -2.9% 12.7%
2005 42.0% 6.8% 9.8% 13.6% 6.6%
2004 16.6% 3.2% -1.2% 2.8% 11.2%
2003 10.0% -2.5% 7.6% 3.1% 1.7%
2002 -41.1% -6.0% -22.5% -21.3% 2.8%
2001 -29.5% -20.7% 2.9% -25.4% 15.8%
2000 0.3% 16.1% -2.8% 9.1% -18.5%
1999 23.8% 1.1% 6.9% -4.3% 19.7%
1998 7.2% 11.1% -1.8% -14.7% 15.2%
1997 15.0% 9.0% 6.3% 7.5% -7.7%
1996 14.0% 16.7% 1.9% 0.0% -4.1%
1995 -5.2% -0.5% -4.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2014

Top 10 Holdings

Stock Size
Apple Inc ORD 2.44
NXP Semiconductors NV ORD 1.79
Royal Dutch Shell PLC ORD 1.70
Exxon Mobil Corp ORD 1.67
Blackstone Group LP 1.59
Verizon Communications Inc ORD 1.51
Gilead Sciences Inc ORD 1.43
Kroger Co ORD 1.43
Royal Bank of Canada ORD 1.42
China Construction Bank Corp ORD 1.33
31/07/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/06/1990
  • Share Class size216Mn
  • Base currencyGBP
  • ISIN GB0006795743

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment5.25

Related News

Hold or Fold? Artemis Global Growth fund

The fund has performed badly in the downturn and, with no confidence in the stock-picking system that governs it, our panel advise an exit.

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.

Fund Result: Peter Saacke, Artemis Global Growth fund

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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.

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Citywire AA-rated Peter Saacke has been reducing his exposure to Japan on the £220 million Artemis Global Growth fund over the last year, while slightly increasing exposure to Europe and North America.

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...more...

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