Artemis European Growth I Acc
Shares Class | Inc. |
---|---|
Yield | 2.75 |
Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
Shares Class | Inc. |
---|---|
Yield | 2.75 |
Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
Fund Size | 127,569,155.00 | Launch Date | 07/03/2001 | Standard Initial Charge (%) | 0.00 |
---|---|---|---|---|---|
Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.75 |
Sector | IMA UK Equity Income | Min Investment (£) | 250,000.00 | Total Expense Ratio (%) | 0.00 |
ISIN | GB00B2PLJD73 | Min Topup (£) | 500.00 | Ongoing Charge (%) | 0.8700 (on 31/07/2020) |
To grow capital over a five year period.
Philip Wolstencroft
Philip is a partner, a member of the management committee and the creator of an investment process (SmartGARPT) which Artemis uses to help choose stocks for five of its funds. He has managed Artemis' 'european growth' strategy since its launch in March 2001 and a UK equity strategy since July 2010. He joined Artemis in February 2001 from Merrill Lynch, where he was head of pan-European equity strategy. He holds a BA and an MA in economics.
Peter Saacke
Peter has managed Artemis' 'global growth' strategy and an institutional global fund since January 2004. Peter has also co-managed Artemis' 'european growth' strategy since December 2002, and Artemis' 'global emerging markets' strategy since its launch in April 2015. He joined Artemis in December 2002 from Merrill Lynch, where he worked as an equity strategist from 1999. Peter holds a BA in mathematics & philosophy from the University of Oxford, an MA in economics from Freiburg University and a PhD in economics from Hamburg University. He is a CFA charterholder, a partner in Artemis and a member of the executive committee.
Name | Weight |
---|---|
Austrian Equities | 2.00% |
Belgian Equities | 3.00% |
Czech Republic Equities | 0.00% |
Danish Equities | 4.00% |
Dutch Equities | 12.00% |
Finnish Equities | 1.00% |
French Equities | 13.00% |
German Equities | 12.00% |
Greek Equities | 3.00% |
Hungarian Equities | 2.00% |
Italian Equities | 9.00% |
Money Market | 0.00% |
Portuguese Equities | 0.00% |
Russian Equities | 5.00% |
Spanish Equities | 4.00% |
Swedish Equities | 7.00% |
Swiss Equities | 9.00% |
Turkish Equities | 1.00% |
UK Equities | 4.00% |
Name | Weight |
---|---|
Austria | 2.00% |
Belgium | 3.00% |
Czech Republic | 0.00% |
Denmark | 4.00% |
Finland | 1.00% |
France | 13.00% |
Germany | 12.00% |
Greece | 3.00% |
Hungary | 2.00% |
Italy | 9.00% |
Money Market | 0.00% |
Netherlands | 12.00% |
Portugal | 0.00% |
Russia | 5.00% |
Spain | 4.00% |
Sweden | 7.00% |
Switzerland | 9.00% |
Turkey | 1.00% |
UK | 4.00% |
Name | Weight |
---|---|
Automobiles | 4.00% |
Banks | 8.00% |
Beverages | 1.00% |
Building & Construction | 8.00% |
Chemicals | 0.00% |
Electricity Supply | 1.00% |
Financials | 10.00% |
Food & Drug Retailers | 4.00% |
Forest Products | 0.00% |
General Industrials | 0.00% |
Healthcare & Medical Products | 0.00% |
Industrials | 2.00% |
Insurance | 7.00% |
Life Insurance | 7.00% |
Media | 1.00% |
Mineral Extraction | 9.00% |
Money Market | 0.00% |
Oil & Gas Equipment & Services | 0.00% |
Oil & Gas Exploration & Produc | 5.00% |
Pharmaceuticals | 5.00% |
Telecommunications | 2.00% |
Tobacco | 2.00% |
Transport | 4.00% |
Travel | 3.00% |
Utilities | 1.00% |
Wireless & Mobile Communicatio | 3.00% |
Name | Weight |
---|---|
ASR NEDERLAND NV | 3.00% |
BETSSON | 3.00% |
CREDIT SUISSE GROUP AG | 3.00% |
DEUTSCHE TELEKOM AG | 3.00% |
NN GROUP NV | 3.00% |
UNIPOL GRUPPO SPA | 3.00% |
ARCELORMITTAL SA | 2.00% |
DAIMLER AG | 2.00% |
HEIDELBERGCEMENT AG | 2.00% |
KONINKLIJKE AHOLD DELHAIZE NV | 2.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.