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Artemis UK Special Situations

Ranked 63 out of 262 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Derek Stuart

Artemis co-founder Derek Stuart says: 'Most people can identify a good quality company. It's the recognition of valuation that makes you money.' Stuart's adept stockpicking has been a salient feature throughout his fund management career. He started out as a trainee with Ivory & Sime, where he worked alongside fellow Artemis founders John Dodd and Mark Tyndall. In 1992 he was promoted to manage UK equity income portfolios and then moved into the UK small and mid-cap sectors before he left to help form Artemis in 1997. His key fund is Artemis UK Special Situations, which merged with the Artemis UK Select Opportunites fund in February 2003.

Andy Gray

Objective

The objective of the Fund is to achieve long-term capital growth by exploiting special situations. The Fund invests principally in UK equities 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. The Manager actively manages the portfolio. The securities of companies listed, quoted and/or traded in the UK but domiciled elsewhere and the securities of companies traded on PLUS may be included in the portfolio.

Performance

UK (All Companies) over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 0.6% 1.3% -2.8% 2.1%
2013 28.5% 11.4% -1.0% 8.5% 7.4%
2012 18.4% 10.1% -5.3% 9.3% 4.0%
2011 -8.3% 1.6% 1.8% -13.7% 2.8%
2010 19.7% 6.1% -8.2% 12.2% 9.5%
2009 26.0% -5.0% 15.2% 15.0% 0.1%
2008 -28.1% -12.0% -1.2% -9.9% -8.2%
2007 4.0% 4.4% 4.3% -2.7% -1.8%
2006 18.8% 9.8% -4.4% 4.0% 8.9%
2005 23.9% 7.0% 1.4% 11.2% 2.7%
2004 17.3% 9.0% 2.4% -0.6% 5.8%
2003 35.6% -6.2% 21.2% 12.9% 5.6%
2002 -10.7% 5.9% -2.5% -18.1% 5.6%
2001 -1.5% -4.7% 9.0% -23.2% 23.6%
2000 40.9% 19.4% 16.8% 1.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2014

Top 10 Holdings

Stock Size
BP PLC ORD 4.82
Royal Dutch Shell Plc B ORD 3.86
Micro Focus International PLC ORD 3.72
Premier Oil PLC ORD 3.07
BT Group PLC ORD 3.06
Aviva PLC ORD 3.04
Drax Group PLC ORD 3.03
HSBC Holdings PLC ORD 2.82
Friends Life Group Ltd ORD 2.67
G4S PLC ORD 2.66
31/08/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/03/2000
  • Share Class size1,234Mn
  • Base currencyGBP
  • ISIN GB0002192267

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment5.25

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...more...

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