Artemis Alpha Trust PLC

Artemis Alpha Trust PLC
Artemis Fund Managers Limited
Closed Ended Investment Company
UK All Companies
0.99 %
3 Year Sharpe
1.4 %
Fund Size
£ 137.53 million
Discount Premium
The objective of the company is to achieve above average rates of total return over the longer term and to achieve a growing dividend stream.To provide long-term capital and income growth by investing predominantly in listed companies and to achieve a NAV total return greater than the total return of the FTSE All-Share Index
Holding %
Frasers Group PLC 5.82 %
Tesco PLC 5.55 %
IWG PLC 4.99 %
easyJet PLC 4.66 %
Just Eat PLC 4.28 %
Barclays PLC 4.25 %
Rocket Internet SE 4.22 %
Dignity PLC 4.17 %
Plus500 Ltd 4.12 %
Capital & Counties Properties PLC 3.71 %
Region %
United Kingdom 68.34 %
Eurozone 12.53 %
Europe - ex Euro 5.98 %
Sector %
Consumer Cyclical 23.60 %
Financial Services 18.54 %
Industrials 15.61 %
Communication Services 15.29 %
Real Estate 6.84 %
Consumer Defensive 6.56 %
Technology 6.28 %
Artemis Fund Managers Limited
SW1A 1LD, London, United Kingdom
Legal Structure
Closed Ended Investment Company


Kartik Kumar
Joined 05/01/2018

Kartik manages the Artemis Strategic Assets Fund alongside William Littlewood. He joined Artemis in 2012 after graduating from Bristol with a BSc in economics. He worked in our bond, UK equities and global equities teams before he moved to William's fund in 2013. Kartik is a CFA charterholder.

Adrian Paterson
Joined 07/01/2009

Adrian graduated in 1990 from the University of Durham with a degree in Economics and Politics. He spent a year working as a stockbroker in Paris with Finacor, part of the Credit Lyonnais Group, before joining Jupiter Asset Management in 1993 as a fund manager and, latterly, a director. He was part of the UK specialist equity team, running a variety of institutional and retail funds totalling approximately £1bn, including the number one rated Primadonna Investment Trust. Adrian joined Artemis in September 2002 when he took over the responsibility of running the Artemis UK Growth Fund. Having handed that over to Tim Steer in June 2009, Adrian now focuses on Artemis Alpha Trust plc.

John Dodd
Joined 06/01/2003

John co-manages the Artemis Global Energy Fund and Artemis Alpha Trust plc. A co-founder of the firm in 1997, he is chairman of the partnership's management committee. Previously, John was senior investment manager of UK smaller companies at Ivory & Sime. He ran the Artemis UK Smaller Companies Fund from its launch in April 1998 until December 2010.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.