Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Artemis Strategic Assets

Ranked 19 out of 21 in - Multi Strategy over 12 months
All calculations are in GBP


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.


Multi Strategy over : 31/10/2014 - 31/10/2015
  • Rank 19/21 Total Return
  • Rank 20/21 Standard Deviation
  • Rank 20/21 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2015 Annual Q1 Q2 Q3 Q4
2015 2.9% 2.8% -9.9%
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



Top 10 Holdings

Stock Size
Lloyds Banking Group PLC ORD 1.94
Just Retirement Group PLC ORD 1.54
Card Factory PLC ORD 1.12
Samsung Electronics Co Ltd DR 1.07
Central Fund of Canada Ltd CAD 1.04
Partnership Assurance Group PLC ORD 0.95
HSBC Holdings PLC ORD 0.94
Nestle SA ORD 0.87

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/05/2009
  • Share Class size870Mn
  • Base currencyGBP

Purchase Info

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


  • Annual management1.50%
  • Initial investment5.25

Related News

Aviva Investors poaches Artemis' Parkinson

Giles Parkinson helped to manage the £1 billion Artemis Strategic Assets fund.

Hargreaves Lansdown reveals the 27 super clean funds on 150+

Hargreaves Lansdown has revealed the 27 heavily discounted funds on its 150+ list, which is says has slashed investment fund pricing by 24%.

Hargreaves unveils unbundled pricing structure

Hargreaves Lansdown has unveiled its new unbundled tiered pricing structure for its Vantage platform.

Artemis & Henderson surge up the fund sales table

The latest Pridham report shows Artemis and Henderson have been among the biggest beneficiaries of the renewed interest in equity funds.

Artemis Strategic Assets

Littlewood: Japanese bonds on ‘last thread of sanity’

Artemis’ William Littlewood believes the Japanese government bond market is holding on to ‘the last thread of sanity’ and is concerned the central bank will lose control.

Cautious Littlewood dumps RBS and halves Lloyds

Artemis’ William Littlewood has urged caution over the equity rally in the view it could soon lose steam, even though he concedes it ‘will be tough’ for his fund to keep up if equities maintain their current pace.

Fund of the Week: Artemis Strategic Assets

A couple of months ago, 10 year gilts fell to their lowest levels since the Bank of England started gathering the data back in 1703. They have risen a bit since then, but William Littlewood, manager of the Artemis Strategic Assets fund thinks they remain a total no-go area.

Littlewood's faith rewarded as wet weather revives Supergroup

Struggling Supergroup has finally given Artemis' William Littlewood some cheer as its clothing range benefitted from the miserable UK summer, while its overseas reach expanded.   

Dodd and Littlewood lift Liontrust stake above 6%

Artemis duo John Dodd and William Littlewood have given Liontrust’s acquisition of Walker Crips Asset Managers the thumbs up by snapping up 550,000 more shares.  


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