Artemis UK Select Fund R AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 4.9 | 18.1 | -10.4 | 18.2 | 19.2 |
![]() | +/-Cat | 9.9 | 1.8 | 1.3 | 10.2 | 8.6 |
![]() | +/-B’mrk | - | - | - | 10.6 | 8.4 |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 14/08/2024 | GBP 8.97 | |
Day Change | 1.25% | |
Morningstar Category™ | UK Flex-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB0002583267 | |
Fund Size (Mil) 06/08/2024 | GBP 2371.04 | |
Share Class Size (Mil) 13/08/2024 | GBP 196.23 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 1.57% |
Investment Objective: Artemis UK Select Fund R Acc |
The objective of the Fund is to grow capital over a five year period. The Fund invests 80%-100% in company shares and up to 20% in bonds, cash and near cash, other transferable securities, other funds (up to 10%) managed by Artemis and third party funds, money market instruments, and derivatives. The fund may use derivatives for investment purposes to achieve the fund objective, including by taking long and short positions, to produce additional income or growth and for efficient portfolio management purposes to reduce risk and manage the fund efficiently. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Edward Legget 31/12/2015 | ||
Ambrose Faulks 31/12/2015 | ||
Inception Date 03/04/1998 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Artemis UK Select Fund R Acc | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.80 |
![]() | ![]() | 5.62 |
![]() | ![]() | 4.88 |
![]() | ![]() | 4.77 |
![]() | ![]() | 4.65 |
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Artemis UK Select Fund R Acc |