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Artemis UK Select R Acc

Ranked 248 out of 253 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Edward Legget

Edward Legget was born in Guildford in 1978. He attended the University of Cambridge where he gained a MEng in manufacturing engineering. He joined Artemis in December 2015, prior to Artemis Edward worked at Standard Life Investments, joining in 2002 and was appointed fund manager in 2006. His investment process involves a bottom up stock picking approach. Edward has been managing funds for nine years and is a CFA Charterholder. Outside of fund management he enjoys golf, tennis, sailing, walking and the cinema and theatre.

Objective

The objective of the Fund is to achieve long-term capital growth. The emphasis of the Fund will be investment in companies listed, quoted and/or traded in the UK and in companies which are headquartered or have a significant part of their activities in the UK which are quoted on a regulated market outside the UK.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/10/2015 - 31/10/2016
  • Rank 248/253 Total Return
  • Rank 243/253 Standard Deviation
  • Rank 249/253 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 -6.8% -9.7% 11.7%
2015 11.4% 6.6% 2.5% -1.3% 3.3%
2014 -0.2% 4.3% -5.5% -0.2% 1.5%
2013 36.6% 14.4% 3.1% 5.9% 9.3%
2012 11.1% 6.2% -4.1% 6.0% 2.9%
2011 -3.2% 0.1% 3.1% -14.6% 9.8%
2010 26.5% 8.3% -8.3% 17.0% 8.8%
2009 26.4% -4.2% 11.8% 14.8% 2.8%
2008 -32.5% -9.0% -0.8% -14.7% -12.4%
2007 -4.7% 5.1% 3.1% -6.9% -5.5%
2006 15.7% 10.2% -5.1% 0.6% 10.0%
2005 13.7% 5.2% -5.0% 11.1% 2.4%
2004 24.1% 12.8% 2.2% 1.5% 6.0%
2003 30.2% -7.8% 20.8% 5.8% 10.5%
2002 -18.0% 3.8% -8.5% -15.9% 2.7%
2001 -15.8% -9.7% 2.9% -20.3% 13.8%
2000 13.6% 13.3% -1.1% 8.3% -6.3%
1999 71.2% 12.8% 9.2% 1.1% 37.3%
1998 -10.8% 6.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2016

Top 10 Holdings

Stock Size
SuperGroup PLC ORD 5.37
Shire PLC ORD 4.58
Photo-Me International PLC ORD 4.46
GBP Cash 4.01
Barclays PLC ORD 3.88
Prudential PLC ORD 3.79
BBA Aviation PLC ORD 3.56
3i Group PLC ORD 3.52
BT Group PLC ORD 3.35
International Consolidated Airlines Group SA ORD 3.02
30/09/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/04/1998
  • Share Class size513Mn
  • Base currencyGBP
  • ISIN GB0002583267

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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...more...

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