Artemis SmartGARP Global Equity Fund Class I Acc GBPRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 1.9 | 23.6 | -2.5 | 3.9 | 15.5 |
![]() | +/-Cat | 0.1 | 5.4 | -3.0 | -5.4 | 7.4 |
![]() | +/-B’mrk | - | 2.4 | -6.1 | -4.8 | 5.0 |
Category: Global Large-Cap Value Equity | ||||||
Category Benchmark: Morningstar Gbl Val TME NR USD |
Key Stats | ||
NAV 14/08/2024 | GBP 4.47 | |
Day Change | 0.99% | |
Morningstar Category™ | Global Large-Cap Value Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00B2PLJP95 | |
Fund Size (Mil) 13/08/2024 | GBP 493.24 | |
Share Class Size (Mil) 14/08/2024 | GBP 382.03 | |
Max Initial Charge | - | |
Ongoing Charge 07/04/2024 | 0.89% |
Investment Objective: Artemis SmartGARP Global Equity Fund Class I Acc GBP |
The fund objective is to grow capital over a five year period. The fund invests in 80% to 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 efficient portfolio management purposes to reduce risk and manage the fund efficiently. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Peter Saacke 01/01/2004 | ||
Raheel Altaf 01/04/2022 | ||
Inception Date 07/03/2008 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | Morningstar Gbl Val TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Artemis SmartGARP Global Equity Fund Class I Acc GBP | 30/06/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 4.24 |
![]() | ![]() | 3.45 |
![]() | ![]() | 3.15 |
![]() | ![]() | 2.23 |
![]() | ![]() | 1.86 |
![]() | ||
![]() ![]() ![]() | ||
Artemis SmartGARP Global Equity Fund Class I Acc GBP |