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Institutions and charities

Artemis strategies

Fund Overview Manager Factsheet
Institutional Equity IncomeAims for rising income with capital growth from mostly UK investmentsAdrian Frost & Nick ShentonView factsheet
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Institutional UK Special SituationsAims for long-term capital growth by exploiting special situations of mostly UK companiesDerek Stuart & Andy GrayView factsheet
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UK SelectUsing fundamental stock-picking, detailed forensic accounting and a proprietary quantitative system to identify opportunities for growth from mostly UK companiesEd Legget & Ambrose FaulksView factsheet
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UK Smaller CompaniesIdentifying smaller companies mostly in the UK which have the potential for significant long-term growthMark Niznik & William TamworthView factsheet
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Fund Overview Manager Factsheet
European GrowthIdentifying European opportunities for ‘growth at a reasonable price’ based on a quantitative strategy using Artemis’ proprietary system, SmartGARPPhilip Wolstencroft & Peter SaackeView factsheet
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European OpportunitiesBuilding a concentrated portfolio of European stocks, selected for their attractive fundamental characteristics and potential for long-term growthMark Page & Laurent MilletView factsheet
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Pan-European Absolute ReturnAiming to achieve a positive return from European and UK companies over the longer term, regardless of market conditionsPaul CassonView factsheet
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US Absolute ReturnAiming to achieve a positive return from American companies over the longer term, regardless of market conditionsStephen MooreView factsheet
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US EquitySeeking long-term growth by investing in large and mid-cap North American companiesCormac WeldonView factsheet
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US Extended AlphaAiming to achieve a positive return from North American companies over the longer term, regardless of market conditionsStephen MooreView factsheet
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US SelectSeeking long-term capital growth from a concentrated portfolio of ‘best ideas’ US equitiesCormac WeldonView factsheet
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US Smaller CompaniesIdentifying smaller companies in the USA which have the potential for significant long-term growthCormac WeldonView factsheet
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Fund Overview Manager Factsheet
Global Emerging MarketsBuilding a portfolio of companies globally with the potential to generate long-term returns from emerging marketsPeter Saacke & Raheel AltafView factsheet
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Global EnergyIdentifying energy trends and investing globally in companies positioned to benefitJohn Dodd & Richard HulfView factsheet
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Global Equity IncomeBuilding a portfolio of global companies offering attractive, sustainable & growing yields at reasonable prices – and with the potential for long-term capital growthJacob de Tusch-Lec & Sam MorleyView factsheet
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Global IncomeBuilding a portfolio of global companies offering attractive, sustainable & growing yields at reasonable prices – and with the potential for long-term capital growthJacob de Tusch-Lec & Sam MorleyView factsheet
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Global SelectIdentifying global trends and secular growth, and then investing in companies with the sustainable business models to take advantageSimon Edelsten & Alex Illingworth & Rosanna BurcheriView factsheet
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Institutional Global CapitalLong-term capital growth across a diversified spread of investmentsPeter SaackeView factsheet
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Fund Overview Manager Factsheet
High IncomeAiming to provide investors with a higher than average yield and some capital growth – from a combination of equities and high yield bondsAlex RalphView factsheet
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Strategic BondThe 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 growthJames Foster & Alex RalphView factsheet
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Fund Overview Manager Factsheet
Strategic AssetsCapitalising 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 termWilliam Littlewood & Kartik KumarView factsheet
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Fund Overview Manager Factsheet
Alpha TrustAims for a rising income combined with capital growth over the long termJohn Dodd & Adrian PatersonView factsheet
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Mid WyndAims for both capital and income growth by investing on a worldwide basisSimon Edelsten & Alex Illingworth & Rosanna BurcheriView factsheet
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Fund Overview Manager Factsheet
VCTLong-term capital and income growth and generate tax-free capital and income distributionsAndy GrayView factsheet
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Risk warnings

The value of an investment, and the income from it, can fall and rise because of stock market and currency movements and you may not get back the amount originally invested. Stock market prices, currencies and interest rates can move irrationally and can be affected unpredictably by diverse factors, including political and economic events.

How the investment has performed in the past is not a guide to how it will perform in the future.

Artemis does not provide investment advice on the advantages or suitability of its products and no information provided should be viewed in this way. Artemis only provides information about its own products and services and does not advise investors. Should you be unsure about the suitability of an investment, you should consult a suitably qualified professional adviser. This information is issued by Artemis Fund Managers Limited which is authorised and regulated by the Financial Conduct Authority (www.fca.org.uk), 25 The North Colonnade, Canary Wharf, London E14 5HS.

UK institutional investors and consultants

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