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Artemis UK Select R Acc

Ranked 19 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 an MEng in manufacturing engineering. He joined Artemis in December 2015 from Standard Life Investments, having joined the company in 2002. He was appointed fund manager in 2006. His investment process involves a bottom up stock picking approach. Edward has been managing funds for over ten 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 : 30/11/2016 - 30/11/2017
  • Rank 19/253 Total Return
  • Rank 89/253 Standard Deviation
  • Rank 73/253 Max Drawdown
Fund Name Currency Return
17 Liontrust UK Ethical 2 Acc GBP

23.5%

18 Henderson UK Alpha GBP GBP

23.0%

19 Artemis UK Select R Acc GBP

22.7%

20 Aviva Investors UK Equity MoM 1 SC 2 GBP

22.5%

21 SVM UK Growth A GBP

22.5%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.2% 5.2% 3.6%
2016 1.2% -6.8% -9.7% 11.7% 7.6%
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

31/07/2017

Top 10 Holdings

Stock Size
Prudential PLC ORD 5.50
3i Group PLC ORD 4.96
DS Smith PLC ORD 4.62
SuperGroup PLC ORD 4.48
RPC Group PLC ORD 4.23
Glencore PLC ORD 4.00
Barclays PLC ORD 3.76
International Consolidated Airlines Group SA ORD 3.26
GBP Cash 3.16
Ryanair Holdings PLC ORD 3.12
31/07/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/04/1998
  • Share Class size607Mn
  • 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).