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Artemis Strategic Assets

Ranked 18 out of 23 in - Multi Strategy over 12 months
All calculations are in GBP unless stated


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


Multi Strategy over : 30/04/2015 - 30/04/2016
  • Rank 18/23 Total Return
  • Rank 21/23 Standard Deviation
  • Rank 22/23 Max Drawdown
Fund Name Currency Risk
19 MLIS AQR Global Relative Value UCITS GBP A Acc GBP


20 GAM Star Flexible Global Portfolio GBP Acc GBP


21 Artemis Strategic Assets R Acc GBP


22 Veritas Global Real Return GBP B

Currency exposure is hedged

Currency exposure is hedged



23 Odey Odyssey GBP I Inc GBP


Fund Name Currency Loss
19 MLIS Och-Ziff European MultiStrat UCITS GBP B Acc GBP


20 GAM Star Flexible Global Portfolio GBP Acc GBP


21 Morgan Stanley Diversified Alpha Plus ZH GBP

Currency exposure is hedged

Currency exposure is hedged



22 Artemis Strategic Assets R Acc GBP


23 Odey Odyssey GBP I Inc GBP


Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 1.4%
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

Asset Allocation



Top 10 Holdings

Stock Size
Lloyds Banking Group PLC ORD 1.99
JRP Group PLC ORD 1.61
Central Fund of Canada Ltd CAD 1.08
Card Factory PLC ORD 0.93
Samsung Electronics Co Ltd DR 0.88
US Treasury 0.625% 15-Feb-2043 0.87
Partnership Assurance Group PLC ORD 0.85
KKR & Co LP 0.85

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/05/2009
  • Share Class size813Mn
  • Base currencyGBP

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0


  • 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).