Artemis Institutional UK Special Situations Acc SNAV
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
| Fund Size | 70,747,935.00 | Launch Date | 16/03/2005 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.00 |
| Sector | IMA UK Equity Income | Min Investment (£) | 0.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | Min Topup (£) | 0.00 |
The fund aims to provide 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.
Derek Stuart
Derek manages Artemis' 'UK special situations' strategy, which he launched in March 2000, alongside Andy Gray. He trained in fund management at Ivory & Sime and was promoted in 1992 to run UK equity income portfolios. Derek co-founded Artemis in 1997.
Andy Gray
Andy works alongside Derek Stuart managing Artemis' 'UK special situations' strategy. After graduating from Loughborough with a degree in banking and finance, Andy trained as an accountant at Deloitte & Touche. In 1998 he became an assistant fund manager at Murray Johnstone. He then spent three years at Legg Mason as a manager of UK small-cap funds, before joining SWIP as an investment director. Andy moved to Artemis in 2006.
| Name | Weight |
|---|---|
| Aerospace & Defence | 2.00% |
| Banks | 4.00% |
| Beverages | 1.00% |
| Building & Construction | 2.00% |
| Consumer Goods | 3.00% |
| Electronic & Electrical Equipm | 3.00% |
| Equities | 0.00% |
| Financials | 13.00% |
| Food & Drug Retailers | 2.00% |
| Food Producers | 2.00% |
| General Industrials | 4.00% |
| Household Goods | 2.00% |
| Industrials | 0.00% |
| Insurance | 1.00% |
| Life Insurance | 2.00% |
| Mineral Extraction | 3.00% |
| Money Market | 2.00% |
| Oil & Gas Exploration & Produc | 3.00% |
| Pharmaceuticals | 3.00% |
| Retailers - General | 0.00% |
| Software | 3.00% |
| Support Services | 12.00% |
| Telecommunications | 1.00% |
| Tobacco | 5.00% |
| Travel | 12.00% |
| Name | Weight |
|---|---|
| 3I GROUP PLC ORD | 4.00% |
| BARCLAYS | 4.00% |
| ASTRAZENECA PLC | 3.00% |
| BP | 3.00% |
| BRITISH AMERICAN TOBACCO | 3.00% |
| JET2 PLC | 3.00% |
| WATCHES OF SWITZERLAND GROUP P | 3.00% |
| BALFOUR BEATTY | 2.00% |
| PRUDENTIAL PLC | 2.00% |
| TESCO | 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.