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Artemis UK Growth

Ranked 127 out of 261 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Paul Casson

Paul Casson is currently a fund manager at Artemis having joined from Henderson in 2013. Born in Ballymena, Northern Ireland in 1973, Casson gained a BSc and an MSc Distinction in Accounting from Queens University, Belfast and went on to complete an MSc in Investment Analysis at Stirling University, Scotland. His career kicked off in 1995 with leading auditors KPMG where he worked as a trainee accountant. In 1997 Casson made the move into fund management with Martin Currie and spent four years managing money for the Scottish group before making the switch to its rivals SVM Asset Management. He then went on to join Henderson in October 2005 prior to joining Artemis in April 2013. Casson is a stockpicker who conducts detailed company analysis and research when selecting his investments.

Tim Steer

Tim Steer is a UK equity fund manager at Artemis having joined the company in 2009. Steer started his career at HSBC as an analyst in 1987 and moved to Merrill Lynch and served in the same role from 1991. After having spent 10 years at HSBC, he joined New Star Asset Management 2001. Currently based in London, Steer holds a BSc in Biochemistry from the University of London and he is also an Associate Chartered Accountant.

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.

Performance

UK (All Companies) over : 31/10/2013 - 31/10/2014
  • Rank 127/261 Total Return
  • Rank 215/261 Standard Deviation
  • Rank 224/261 Max Drawdown

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 -3.5% 4.3% -5.5% -0.2% -1.8%
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 -1.1% 4.6% -10.8% 6.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2014

Top 10 Holdings

Stock Size
Ashtead Group PLC ORD 5.46
Elementis PLC ORD 3.65
Royal Dutch Shell Plc B ORD 3.65
Lloyds Banking Group PLC ORD 3.56
Howden Joinery Group PLC ORD 3.52
SuperGroup PLC ORD 3.25
SIG PLC ORD 3.16
Sports Direct International PLC ORD 3.05
Capita PLC ORD 2.91
Imperial Tobacco Group PLC ORD 2.89
30/09/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/04/1998
  • Share Class size773Mn
  • Base currencyGBP
  • ISIN GB0002583267

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment5

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