Artemis European Select Fund I Distribution GBPRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 4.5 | 15.3 | -11.9 | 18.2 | 5.8 |
![]() | +/-Cat | -4.9 | -0.2 | -3.1 | 4.7 | 0.2 |
![]() | +/-B’mrk | -3.4 | -2.0 | -4.4 | 3.2 | -0.8 |
Category: Europe ex-UK Equity | ||||||
Category Benchmark: Morningstar DM Eur xUK TME ... |
Key Stats | ||
NAV 14/08/2024 | GBP 1.28 | |
Day Change | 1.49% | |
Morningstar Category™ | Europe ex-UK Equity | |
IA (formerly IMA) Sector | Europe Excluding UK | |
ISIN | GB00B6WFCT77 | |
Fund Size (Mil) 13/08/2024 | GBP 45.07 | |
Share Class Size (Mil) 14/08/2024 | GBP 11.96 | |
Max Initial Charge | - | |
Ongoing Charge 30/04/2024 | 0.87% |
Morningstar Research |
Analyst Report | 30/06/2024 Morningstar Manager Research, Morningstar, Inc |
While the manager of Artemis European Opportunities is experienced and well-versed in the approach, the departure of his former co-portfolio manager without replacement leaves a hole. The unhedged I share class therefore receives a Morningstar... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 23 |
Parent | 24 |
Process | 23 |
Performance | |
Price |
Investment Objective: Artemis European Select Fund I Distribution GBP |
The fund aims 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 invests at least 80% in Europe (excluding the United Kingdom) and up to 20% in other countries. |
Returns | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Kartik Kumar 01/01/2023 | ||
Veronica Perez-Campanero Antolin 31/03/2023 | ||
Inception Date 28/10/2011 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE World Eur Ex UK TR GBP | Morningstar DM Eur xUK TME NR EUR |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Artemis European Select Fund I Distribution GBP | 30/06/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 5.67 |
![]() | ![]() | 4.69 |
![]() | ![]() | 4.67 |
![]() | ![]() | 4.47 |
![]() | ![]() | 4.16 |
![]() | ||
![]() ![]() ![]() | ||
Artemis European Select Fund I Distribution GBP |