Artemis Alpha Trust PLC

Name
Artemis Alpha Trust PLC
Manager
Artemis Fund Managers Limited
Type
Closed Ended Investment Company
ISIN
GB0004355946
Sector
UK All Companies
Launched
16/10/1998
OCF
0.91 %
Risk Rating
1
3 Year Sharpe
0.43
Yield
1.8 %
Benchmark
FTSE AllSh TR GBP
Fund Size
£ 120.48 million
NAV
347
Gearing
97
Discount Premium
-15
The Investment Manager will seek to identify and invest in companies with the following characteristics: attractive valuations, strong business models, favourable long-term industry fundamentals and high quality management teams.
Holding %
Tesco 4.33 %
Urica 4.00 %
Rocket Internet SE 3.65 %
Polar Capital Holdings PLC 3.57 %
Hurricane Energy PLC 3.32 %
Liontrust Asset Management PLC 3.32 %
Metapack2 2.99 %
Gleeson (M J) Group PLC 2.96 %
Reaction Engines 2.95 %
Dignity PLC 2.82 %
Region %
United Kingdom 72.17 %
Eurozone 8.75 %
United States 6.12 %
Sector %
Financial Services 23.86 %
Consumer Cyclical 20.02 %
Technology 17.52 %
Industrials 9.73 %
Energy 8.71 %
Consumer Defensive 7.35 %
Real Estate 5.22 %
Name
Artemis Fund Managers Limited
Address
SW1A 1LD, London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Kartik Kumar
Joined 05/31/2018

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.

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