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Artemis Strategic Assets

Ranked 14 out of 18 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 : 31/10/2013 - 31/10/2014
  • Rank 14/18 Total Return
  • Rank 13/18 Standard Deviation
  • Rank 11/18 Max Drawdown
Fund Name Return
12 Nordea 1 - Alpha 15 HBI GBP

Currency exposure is hedged

Currency exposure is hedged

2.3%

12 Wellington Multi-Asset Absolute Ret Pfl S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

2.3%

14 MFS Meridian Funds Absolute Return I1 GBP

-0.4%

14 Artemis Strategic Assets R Acc

-0.4%

16 FOUR Multi-Strategy B GBP Acc

-1.3%

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

1.5

12 Veritas Global Real Return GBP B

Currency exposure is hedged

Currency exposure is hedged

1.6

13 Artemis Strategic Assets R Acc

1.6

14 MFS Meridian Funds Absolute Return I1 GBP

1.6

15 Wellington Multi-Asset Absolute Ret Pfl S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

1.7

Fund Name Loss
9 Insight Global Absolute Return Income Shares

-2.5%

10 Veritas Global Real Return GBP B

Currency exposure is hedged

Currency exposure is hedged

-2.6%

11 Artemis Strategic Assets R Acc

-2.9%

12 Wellington Multi-Asset Absolute Ret Pfl S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

-3.7%

13 FP Distinction Diversified Real Return A Acc

-4.0%

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 -1.4% 0.3% -0.8% 2.0% -2.9%
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 17.5% -1.4% 12.5% 5.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2014

Top 10 Holdings

Stock Size
GOLD BULLION SECURITIES ETC 6.63
Lloyds Banking Group PLC ORD 3.36
BP PLC ORD 2.99
Samsung Electronics Co Ltd DR 2.69
Barclays PLC ORD 2.67
Novartis AG ORD 2.42
Brazil 10.000% 01-Jan-2025 2.27
HSBC Holdings PLC ORD 2.20
Berkshire Hathaway Inc ORD 1.91
Nestle SA ORD 1.84
30/09/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/05/2009
  • Share Class size964Mn
  • 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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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.

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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.

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William Littlewood still says there is plenty of potential in Supergroup despite it taking a hit from problems at its warehouse.

...more...

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