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Artemis Global Select Fund R Acc

Ranked 273 out of 309 in - Global Equities over 12 months
All calculations are in GBP

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 : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 0.1% -1.3% 0.7% 0.7%
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

30/06/2014

Top 10 Holdings

Stock Size
AmerisourceBergen Corp ORD 2.02
Time Warner Inc ORD 2.01
Walgreen Co ORD 1.99
Capital One Financial Corp ORD 1.93
United Parcel Service Inc ORD 1.92
LVMH Moet Hennessy Louis Vuitton SA ORD 1.90
Deutsche Post AG ORD 1.89
Marathon Oil Corp ORD 1.88
Unibail-Rodamco SE ORD 1.79
Ebara Corp ORD 1.75
30/06/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/06/2011
  • Share Class size48Mn
  • 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).