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Private Investors

Artemis funds

Fund Overview Manager

Focus

Sector

Risk rating

Factsheet
CapitalUsing Artemis’ in-house stock-screening system to build a balanced portfolio of mostly UK companies with superior potential for growthPhilip WolstencroftCapital growthIMA UK All Companies6View factsheet
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IncomeManaging a portfolio with the aim of achieving an above average, attractive, sustainable and growing yield, alongside the potential for long-term capital growthAdrian Frost & Adrian Gosden & Nick ShentonIncomeIMA UK Equity Income5View factsheet
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UK GrowthUsing stock-picking, accounting techniques and Artemis’ in-house stock-screening system to identify opportunities for growth from mostly UK companiesTim Steer & Paul CassonCapital growthIMA UK All Companies5View factsheet
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UK Smaller CompaniesIdentifying smaller companies mostly in the UK which have the potential for significant long-term growthMark NiznikCapital growthIMA UK Smaller Companies4View factsheet
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UK Special SituationsIdentifying companies poised for recovery, in turnaround situations, which do not depend on wider economic factors to generate a returnDerek Stuart & Andy GrayCapital growthIMA UK All Companies5View factsheet
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Fund Overview Manager

Focus

Sector

Risk rating

Factsheet
European GrowthIdentifying European opportunities for ‘growth at a reasonable price’ using Artemis’ in-house stock screening systemPhilip Wolstencroft & Peter SaackeCapital growthIMA Europe excluding UK6View factsheet
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European OpportunitiesBuilding a concentrated portfolio of European stocks, selected for their attractive underlying characteristics and potential for long-term growthMark Page & Laurent MilletCapital growthIMA Europe excluding UK6View factsheet
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Pan-European Absolute ReturnAiming to achieve a positive return from European companies over the longer term, regardless of market conditionsTim Steer & Paul CassonCapital growthIMA Targeted Absolute Return5View factsheet
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Fund Overview Manager

Focus

Sector

Risk rating

Factsheet
Global EnergyIdentifying energy trends and investing globally in companies positioned to benefitJohn Dodd & Richard HulfCapital growthIMA Specialist6View factsheet
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Global GrowthIdentifying global opportunities for ‘growth at a reasonable price’ using Artemis’ in-house stock-screening toolPeter SaackeCapital growthIMA Global6View factsheet
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Global IncomeBuilding a portfolio of global companies offering attractive, sustainable and growing yields at reasonable prices – and with the potential for long-term capital growthJacob de Tusch-Lec & Frederik Lerche-LerchenborgIncomeIMA Global Equity Income5View factsheet
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Global SelectIdentifying global trends for growth, and then investing in companies with the sustainable business models to take advantageSimon Edelsten & Alex Illingworth & Rosanna BurcheriCapital growthIMA Global5View factsheet
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Fund Overview Manager

Focus

Sector

Risk rating

Factsheet
US Absolute ReturnAiming to achieve a positive return from American companies over the longer term, regardless of market conditionsStephen MooreCapital growthIMA Targeted Absolute Return4View factsheet
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US EquitySeeking long-term growth by investing in large and mid-cap North American companiesCormac WeldonCapital growthIMA North America5View 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 MooreCapital growthIMA North America5View factsheet
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US SelectSeeking long-term capital growth from a concentrated portfolio of ‘best ideas’ US equitiesCormac WeldonCapital growthIMA North America6View factsheet
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US Smaller CompaniesIdentifying smaller companies in the USA which have the potential for significant long-term growthCormac WeldonCapital growthIMA North American Sm Companies6View factsheet
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Fund Overview Manager

Focus

Sector

Risk rating

Factsheet
High IncomeAiming to provide investors with a higher than average yield and some capital growth – from a combination of equities and high yield bondsAdrian Frost & Adrian Gosden & Alex RalphIncomeIMA £ Strategic Bond3View 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 RalphIncomeIMA £ Strategic Bond3View factsheet
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Fund Overview Manager

Focus

Sector

Risk rating

Factsheet
Monthly DistributionAiming to provide a regular income and capital growth by investing in a globally diversified portfolio of equities and bondsJames Foster & Jacob de Tusch-LecIncome and capitalIMA Mixed Investment 20-60% Shares4View factsheet
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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 & Giles ParkinsonCapital growthIMA Flexible Investment5View factsheet
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Fund Overview Manager

Focus

Sector

Risk rating

Factsheet
Alpha TrustAims for a rising income combined with capital growth over the long termJohn Dodd & Adrian PatersonCapital growth and incomeView factsheet
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Mid WyndAims for both capital and income growth by investing on a worldwide basisSimon Edelsten & Alex Illingworth & Rosanna BurcheriCapital growth and incomeView factsheet
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Fund Overview Manager

Focus

Sector

Risk rating

Factsheet
Pan-European Hedge FundAims for absolute returns with lower volatility than equities and with a low correlation to equity and bond marketsTim Steer & Paul CassonCapital growth and incomeView 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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Fund Overview Manager

Focus

Sector

Risk rating

Factsheet

All data as at 28 November 2014

Risk warning

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 and Artemis Investment Management LLP which are authorised and regulated by the Financial Services Authority (www.fsa.gov.uk), 25 The North Colonnade, Canary Wharf, London E14 5HS.

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