Artemis Capital Fund I Acc

Name
Artemis Capital Fund I Acc
Manager
Artemis Fund Managers Limited
Type
Unit Trust
ISIN
GB00B2PLJM64
Sector
UK All Companies
Launched
01/09/2010
OCF
0.88 %
Risk Rating
3
3 Year Sharpe
0.86
3 Year Alpha
2.42
Yield
2.3 %
Benchmark
FTSE AllSh TR GBP
The fund aims to provide investors with a balanced spread of investments for long-term capital appreciation by seeking well-managed companies, primarily in the UK, where we believe there is superior potential for earnings growth.
Holding %
Royal Dutch Shell PLC Class A 6.24 %
Lloyds Banking Group PLC 4.93 %
PJSC Lukoil ADR 4.60 %
Legal & General Group PLC 3.07 %
Hays PLC 3.01 %
BP PLC 2.97 %
Rio Tinto PLC 2.91 %
Bellway PLC 2.61 %
International Consolidated Airlines Group SA 2.54 %
Taylor Wimpey PLC 2.40 %
Region %
United Kingdom 73.67 %
Europe - Emerging 10.01 %
Eurozone 8.06 %
Sector %
Energy 22.74 %
Industrials 19.20 %
Financial Services 17.52 %
Basic materials 16.23 %
Consumer Cyclical 13.12 %
Name
Artemis Fund Managers Limited
Address
SW1A 1LD, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Philip Wolstencroft
Joined 07/01/2010

Philip is a partner, a member of the management committee and the creator of an investment process (SmartGARPT) which Artemis uses to help choose stocks for five of its funds. He has managed the Artemis European Growth Fund since its launch in March 2001 and the Artemis Capital Fund since July 2010. He joined Artemis in February 2001 from Merrill Lynch, where he was head of pan-European equity strategy. He holds a BA and an MA in economics.

Data provided by Morningstar.

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