Artemis SmartGARP Global Equity Fund Class C Acc GBPRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 1.4 | 23.1 | -2.9 | 3.4 | 17.3 | |
+/-Cat | -0.4 | 4.9 | -3.4 | -5.9 | 11.4 | |
+/-B’mrk | - | 1.8 | -6.5 | -5.3 | 9.2 | |
Category: Global Large-Cap Value Equity | ||||||
Category Benchmark: Morningstar Gbl Val TME NR USD |
Key Stats | ||
NAV 15/07/2024 | GBP 4.14 | |
Day Change | 0.16% | |
Morningstar Category™ | Global Large-Cap Value Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00BHL2C631 | |
Fund Size (Mil) 09/07/2024 | GBP 528.47 | |
Share Class Size (Mil) 15/07/2024 | GBP 17.10 | |
Max Initial Charge | - | |
Ongoing Charge 07/04/2024 | 1.34% |
Investment Objective: Artemis SmartGARP Global Equity Fund Class C 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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Peter Saacke 01/01/2004 | ||
Raheel Altaf 01/04/2022 | ||
Inception Date 13/03/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | Morningstar Gbl Val TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Artemis SmartGARP Global Equity Fund Class C Acc GBP | 31/05/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 3.99 |
Alphabet Inc Class A | Communication Services | 3.31 |
NVIDIA Corp | Technology | 2.79 |
Amazon.com Inc | Consumer Cyclical | 2.07 |
Qualcomm Inc | Technology | 1.91 |
Increase Decrease New since last portfolio | ||
Artemis SmartGARP Global Equity Fund Class C Acc GBP |