Artemis Global Select Fund I Acc

Name
Artemis Global Select Fund I Acc
Manager
Artemis Fund Managers Limited
Type
Unit Trust
ISIN
GB00B568S201
Sector
Global
Launched
16/06/2011
OCF
0.9 %
Risk Rating
3
3 Year Sharpe
1.31
3 Year Alpha
0.44
Yield
0.7 %
Benchmark
MSCI ACWI NR GBP
The objective of the fund is to achieve long term capital growth primarily from a portfolio of global equities that the manager considers to demonstrate leading positions in their sectors.
Holding %
Microsoft Corp 2.47 %
LVMH Moet Hennessy Louis Vuitton SE 2.36 %
Comcast Corp Class A 2.30 %
Norfolk Southern Corp 2.25 %
Daifuku Co Ltd 2.20 %
Nestle SA 2.18 %
United States Treasury Bills 0% 2.15 %
Novartis AG 2.15 %
Avery Dennison Corp 2.13 %
Colgate-Palmolive Co 2.08 %
Region %
United States 53.40 %
Japan 12.71 %
Eurozone 12.03 %
Europe - ex Euro 7.88 %
United Kingdom 5.70 %
Asia - Emerging 5.14 %
Sector %
Technology 21.20 %
Healthcare 20.47 %
Industrials 17.47 %
Consumer Defensive 11.27 %
Real Estate 9.00 %
Communication Services 7.55 %
Financial Services 7.00 %
Name
Artemis Fund Managers Limited
Address
SW1A 1LD, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Rosanna Burcheri
Joined 10/01/2011

Rosanna manages the Artemis Global Select Fund and Mid Wynd International Investment Trust with Simon Edelsten and Alex Illingworth. After graduating in economics from Bocconi University in 1996, she joined Paribas Asset Management as a junior fund manager. In 2000, she moved to M&G as a fund manager and director responsible for pan-European equity portfolios. As a senior European portfolio manager at Shell Pension Management Service from 2004, she controlled 710m of assets. Then, in 2006, Rosanna became a partner and pan-European fund manager for FrontPoint Management (UK). She came to Artemis in 2011.

Simon Edelsten
Joined 06/16/2011

Simon manages the Artemis Global Select Fund and Mid Wynd International Investment Trust with Alex Illingworth and Rosanna Burcheri. After graduating from Trinity College, Oxford, he joined Phillips & Drew in 1985 and moved to Dresdner Kleinwort Benson in 1997 as head of European equity sales. From there he went to Taube Hodson Stonex (THS) in 2001: in a five-man team, Simon had joint responsibility for global equities. He joined Artemis in 2011.

Alex Illingworth
Joined 06/16/2011

Alex manages the Artemis Global Select Fund and Mid Wynd International Investment Trust with Simon Edelsten and Rosanna Burcheri. After graduating from Durham, Alex began his career running global funds at Rothschild Asset Management. In 2003 he was appointed a director of global equity at Insight Investment, responsible for long-only, ethical and absolute return funds. He joined Artemis in 2011.

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.