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Institutions and charities

Our strategies

  • UK<br/>equities
  • European<br/>equities
  • Global<br/>equities
  • US<br/>equities
  • Fixed<br/>income
  • Multi-asset
  • Investment<br/>trust
  • Venture capital trust
Institutional Equity Income Aims for rising income with capital growth from mostly UK investments
Institutional UK Special Situations Aims for long-term capital growth by exploiting special situations of mostly UK companies
UK Select Using fundamental stock-picking, detailed forensic accounting and a proprietary quantitative system to identify opportunities for growth from mostly UK companies
UK Smaller Companies Identifying smaller companies mostly in the UK which have the potential for significant long-term growth
European Growth Identifying European opportunities for ‘growth at a reasonable price’ based on a quantitative strategy using Artemis’ proprietary system, SmartGARP
European Opportunities Building a concentrated portfolio of European stocks, selected for their attractive fundamental characteristics and potential for long-term growth
Pan-European Absolute Return Aiming to achieve a positive return from European and UK companies over the longer term, regardless of market conditions
Global Emerging Markets Building a portfolio of companies globally with the potential to generate long-term returns from emerging markets
Global Energy Identifying energy trends and investing globally in companies positioned to benefit
Global Equity Income Building a portfolio of global companies offering attractive, sustainable & growing yields at reasonable prices – and with the potential for long-term capital growth
Global Income Building a portfolio of global companies offering attractive, sustainable & growing yields at reasonable prices – and with the potential for long-term capital growth
Global Select Identifying global trends and secular growth, and then investing in companies with the sustainable business models to take advantage
Institutional Global Capital Long-term capital growth across a diversified spread of investments
US Absolute Return Aiming to achieve a positive return from American companies over the longer term, regardless of market conditions
US Equity Seeking long-term growth by investing in large and mid-cap North American companies
US Extended Alpha Aiming to achieve a positive return from North American companies over the longer term, regardless of market conditions
US Select Seeking long-term capital growth from a concentrated portfolio of ‘best ideas’ US equities
US Smaller Companies Identifying smaller companies in the USA which have the potential for significant long-term growth
High Income Aiming to provide investors with a higher than average yield and some capital growth – from a combination of equities and high yield bonds
Strategic Bond The fund’s flexible approach means it can invest in any type of bond, in any combination, choosing its holdings judiciously through the economic cycle to achieve income and capital growth
Strategic Assets Capitalising on positive markets and aiming to preserve capital in more difficult times, the fund invests across the range of asset classes in order to achieve growth over the longer term
Alpha Trust Aims for a rising income combined with capital growth over the long term
Mid Wynd Aims for both capital and income growth by investing on a worldwide basis
VCT Long-term capital and income growth and generate tax-free capital and income distributions

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