Factsheet: Artemis Global Growth I Acc

Global Growth

Rated Fund 2014-2018. Seeks growth at a reasonable price

This fund was highly commended in the Larger Global Growth Fund category in the Money Observer 2017 fund awards. Launched in 1990, it has been managed by Peter Saacke since 2004. He has achieved a strong long-term record.

Saacke is a �GARP (growth at a reasonable price)' investor, looking for companies around the world that he thinks are attractively valued because they may be out of favour, but that have the potential to grow.

He uses Artemis' in-house quantitative screening tool, SmartGARP, to screen a firm's finances to help spot winners and keep decision-making objective � the aim of the exercise is to draw the manager's attention to important financial information and to stop overload.

He then carries out his own stock-specific due diligence to make sure there is a real investment story behind any attractive SmartGARP score. As well as helping him to establish what to buy and when, the system also alerts him to problems with existing holdings.

With many fund managers aiming for more concentrated portfolios nowadays, Saacke opts for a relatively large and well-diversified portfolio of holdings. The fund spreads its assets thinly � its biggest holding at the end of 2017, Apple, accounts for just over 2 per cent of the portfolio.

Around one third of its �775 million of assets is in US stocks, with 28.5 per cent in emerging markets and 22.5 per cent in Europe. It has smaller allocations to Japan, the UK, Asia Pacific and Latin America.

Narrative and ratings content all as of 01 January 2018.

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Name
Artemis Global Growth I Acc
Manager
Artemis Fund Managers Limited
Type
Unit Trust
ISIN
GB00B2PLJP95
Sector
Global
Launched
07/03/2008
OCF
0.82 %
Risk Rating
4
3 Year Sharpe
1.09
3 Year Alpha
0.77
Yield
1.6 %
Benchmark
MSCI ACWI NR GBP
The fund aims to provide investors with capital growth from a diversified portfolio investing in any economic sector in any part of the world.
Holding %
JPMorgan Chase & Co 2.22 %
Apple Inc 1.89 %
Ping An Insurance (Group) Co. of China Ltd H 1.45 %
AbbVie Inc 1.41 %
PJSC Lukoil ADR 1.36 %
Ptt PLC Shs Foreign Registered 1.30 %
Microsoft Corp 1.30 %
ABN AMRO Group NV DR 1.25 %
Gree Electric Appliances Inc of Zhuhai 1.21 %
Citizens Financial Group Inc 1.19 %
Region %
United States 32.46 %
Asia - Emerging 20.09 %
Eurozone 16.96 %
Japan 8.58 %
Asia - Developed 5.85 %
Europe - Emerging 5.48 %
Sector %
Financial Services 25.09 %
Basic materials 17.49 %
Industrials 12.60 %
Energy 11.50 %
Technology 10.54 %
Consumer Cyclical 9.73 %
Name
Artemis Fund Managers Limited
Address
SW1A 1LD, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Peter Saacke
Joined 01/01/2004

Peter has managed the Artemis Global Growth Fund and Artemis Institutional Global Capital Fund since January 2004 and co-managed the Artemis Global Emerging Markets Fund since its launch in April 2015. He joined Artemis in December 2002 from Merrill Lynch, where he worked as an equity strategist from 1999. Peter holds a BA in mathematics & philosophy from the University of Oxford, an MA in economics from Freiburg University and a PhD in economics from Hamburg University. He is a CFA charterholder, a partner in Artemis, chief investment officer and a member of the executive committee

Data provided by Morningstar.

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