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Artemis Strategic Assets

Ranked 17 out of 19 in - Multi Strategy over 12 months
All calculations are in GBP

Objective

The Objective of the Fund is to achieve long-term growth through investment in a portfolio of UK and international asset. The Fund may invest in all of the asset classes eligible for a UCITS scheme to invest in including equities, fixed income instruments, other transferable securities, units of collective investment schemes, money market instruments, warrants, cash and near cash, derivatives and forward transactions for investment purposes. The Fund may also seek exposure indirectly to other asset classes such as commodities and property.

Performance

Multi Strategy over : 31/03/2014 - 31/03/2015
  • Rank 17/19 Total Return
  • Rank 9/19 Standard Deviation
  • Rank 14/19 Max Drawdown
Fund Name Return
15 JPM Systematic Alpha A Acc GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

1.4%

16 Sanlam FOUR Multi-Strategy B GBP

1.3%

17 Artemis Strategic Assets R Acc

0.8%

18 MLIS Och-Ziff European MultiStrat UCITS GBP B Acc

-0.4%

19 Morgan Stanley Diversified Alpha Plus ZH GBP

Currency exposure is hedged

Currency exposure is hedged

-2.3%

Fund Name Risk
7 Insight Global Absolute Return Income Shares

1.2

8 TM Fulcrum Diversified Absolute Return C GBP Acc

1.3

9 Artemis Strategic Assets R Acc

1.3

10 Veritas Global Real Return GBP B

Currency exposure is hedged

Currency exposure is hedged

1.4

11 SLI Glo SICAV Global Focused Strategies DH GBP

Currency exposure is hedged

Currency exposure is hedged

1.5

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 2.9%
2014 -1.7% 0.3% -0.8% 2.0% -3.2%
2013 14.4% 8.7% 2.1% 0.7% 2.3%
2012 10.3% 7.1% -6.3% 6.4% 3.3%
2011 -7.5% 0.4% -1.8% -9.0% 3.1%
2010 16.8% 8.7% -6.6% 6.3% 8.2%
2009 12.5% 5.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2014

Top 10 Holdings

Stock Size
GOLD BULLION SECURITIES ETC 7.60
Lloyds Banking Group PLC ORD 3.02
Samsung Electronics Co Ltd DR 2.46
Novartis AG ORD 2.18
Barclays PLC ORD 2.10
Card Factory PLC ORD 2.09
Nestle SA ORD 2.08
Just Retirement Group PLC ORD 2.02
Central Fund of Canada Ltd CAD 2.00
ETFS PHYSICAL PLATINUM ETC 1.77
31/12/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/05/2009
  • Share Class size926Mn
  • Base currencyGBP
  • ISIN GB00B3VDDQ59

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment5,000

Charges

  • Annual management1.5%
  • Initial investment5.25

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Artemis Strategic Assets

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...more...

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