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Artemis Strategic Assets

Ranked 19 out of 33 in - Multi Strategy over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 30/11/2016 - 30/11/2017
  • Rank 19/33 Total Return
  • Rank 28/33 Standard Deviation
  • Rank 27/33 Max Drawdown
Fund Name Currency Return
17 TM Fulcrum Diversified Absolute Return C GBP Acc GBP

3.9%

18 SLI Glo SICAV Global Focused Strategies DH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

3.9%

19 Artemis Strategic Assets R Acc GBP

3.6%

20 Invesco Perpetual Global Targeted Returns Acc GBP

3.2%

21 SLI Glo SICAV Glbl Abs Rtn Strategies AH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

3.2%

Fund Name Currency Loss
25 InRIS UCITS PLC-R CFM Diversified NI GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.6%

26 MLIS AQR Global Relative Value UCITS GBP A Acc GBP

-2.6%

27 Artemis Strategic Assets R Acc GBP

-2.9%

28 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.5%

29 JPM Global Macro Opportunities A Net Acc GBP

-3.5%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -1.0% -0.3% 3.9%
2016 15.8% 1.4% -3.3% 7.6% 9.8%
2015 -2.8% 2.9% 2.8% -9.9% 2.0%
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

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/05/2009
  • Share Class size807Mn
  • Base currencyGBP
  • ISIN GB00B3VDDQ59

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.25

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