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Artemis Global Select Fund R Acc

Ranked 62 out of 548 in - Global Equities over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equities over : 31/12/2014 - 31/12/2015

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 9.3% 10.8% -6.1% -3.0% 8.3%
2014 9.3% -1.3% 0.7% 2.1% 7.7%
2013 20.7% 15.7% 1.0% -1.0% 4.3%
2012 11.9% 9.3% -2.9% 4.0% 1.3%
2011 -11.0% 5.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/11/2015

Top 10 Holdings

Stock Size
Amazon.com Inc ORD 2.49
Metro AG ORD 2.07
Apple Inc ORD 2.04
National Grid PLC ORD 2.01
Fresenius Medical Care AG & Co KGaA ORD 2.01
Walgreens Boots Alliance Inc ORD 1.97
Edison International ORD 1.94
Essilor International Compagnie Generale d'Optique SA ORD 1.91
Time Warner Inc ORD 1.89
Facebook Inc ORD 1.88
30/11/2015

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/06/2011
  • Share Class size50Mn
  • Base currencyGBP
  • ISIN GB00B5QKCK29

Purchase Info

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

Charges

  • Annual management1.50%
  • 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 the currency and currencies indicated).