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Artemis Strategic Assets

Ranked 13 out of 20 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 : 31/07/2014 - 31/07/2015
  • Rank 13/20 Total Return
  • Rank 16/20 Standard Deviation
  • Rank 18/20 Max Drawdown
Fund Name Return
11 Veritas Global Real Return GBP B

Currency exposure is hedged

Currency exposure is hedged

4.9%

12 Invesco Perpetual Global Targeted Ret (NT) Acc

3.7%

13 Artemis Strategic Assets R Acc

1.4%

14 Insight Global Absolute Return Income Shares

1.1%

15 Wellington Multi-Asset Absolute Ret Pfl S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

1.0%

Fund Name Risk
14 MLIS Och-Ziff European MultiStrat UCITS GBP B Acc

1.9

15 FP Distinction Diversified Real Return B Acc

2.0

16 Artemis Strategic Assets R Acc

2.1

17 Veritas Global Real Return GBP B

Currency exposure is hedged

Currency exposure is hedged

2.2

18 Morgan Stanley Diversified Alpha Plus ZH GBP

Currency exposure is hedged

Currency exposure is hedged

2.3

Fund Name Loss
16 FP Distinction Diversified Real Return B Acc

-4.7%

17 Veritas Global Real Return GBP B

Currency exposure is hedged

Currency exposure is hedged

-5.1%

18 Artemis Strategic Assets R Acc

-5.7%

19 MFS Meridian Funds-Absolute Return I1 GBP

-6.5%

20 Morgan Stanley Diversified Alpha Plus ZH GBP

Currency exposure is hedged

Currency exposure is hedged

-9.0%

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 2.9% 2.8%
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

31/05/2015

Top 10 Holdings

Stock Size
GOLD BULLION SECURITIES ETC 3.86
Lloyds Banking Group PLC ORD 1.76
Just Retirement Group PLC ORD 1.33
Card Factory PLC ORD 1.07
Central Fund of Canada Ltd CAD 1.00
ETFS PHYSICAL PLATINUM ETC 0.96
Samsung Electronics Co Ltd DR 0.96
Nestle SA ORD 0.80
Barclays PLC ORD 0.79
Partnership Assurance Group PLC ORD 0.78
31/05/2015

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/05/2009
  • Share Class size967Mn
  • 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

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.  

...more...

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