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Artemis Global Select Fund R Acc

Ranked 173 out of 322 in - Global Equities over 12 months
All calculations are in GBP

Managed by

Rosanna Burcheri

Simon Edelsten

Simon Edelsten is based in London and joined Artemis in 2011 to manage the Artemis Global Select Fund alongside Alex Illingworth and Rosanna Burcheri. He joined Artemis from Taube Hodson Stonex, and has also worked at Dresdner Kleinwort Benson and Phillips & Drew. Simon graduated from Trinity College, Oxford where he studied Politics, Philosophy and Economics and outside of work he enjoys playing bridge.

Alexander Illingworth

Alex Illingworth is a fund manager at Artemis based in London. He has been with the firm since 2011 and manages the Artemis Global Select Fund alongside Rosanna Burcheri and Simon Edelsten. AIMR qualified, Alex graduated from Durham University where he studied Economics, History, Management Studies and Spanish.

Objective

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 sector.

Performance

Global Equities over : 31/10/2013 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 3.1% -1.3% 0.7% 2.1% 1.7%
2013 20.7% 15.7% 1.0% -1.0% 4.3%
2012 11.9% 9.3% -2.9% 4.0% 1.3%
2011 -6.5% -11.0% 5.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2014

Top 10 Holdings

Stock Size
Time Warner Inc ORD 2.30
AmerisourceBergen Corp ORD 2.19
Bayer AG ORD 2.08
Union Pacific Corp ORD 2.07
United Parcel Service Inc ORD 2.02
Unibail-Rodamco SE ORD 1.98
Global Logistic Properties Ltd ORD 1.95
Bank of China Ltd ORD 1.91
Essilor International Compagnie Generale d'Optique SA ORD 1.85
Marathon Oil Corp ORD 1.80
30/09/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/06/2011
  • Share Class size44Mn
  • Base currencyGBP
  • ISIN GB00B5QKCK29

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment5.25

Related News

Baillie Gifford loses 33-year reign on Myd Wynd to Artemis

The investment trust, which has used Baillie Gifford since its float in 1981, has turned to Artemis following the retirmement of Michael MacPhee.

Artemis hires Burcheri for Global Select fund

Artemis has appointed Rosanna Burcheri as a manager on the firm’s new Global Select fund.

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