Artemis Global Select Fund R Acc

Ranked 254 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Rosanna Burcheri

Simon Edelsten

Simon Edelsten is based in London and joined Artemis in 2011 to manage the Artemis Global Select Fund alongside Alex Illingworth and Rosanna Burcheri. He joined Artemis from Taube Hodson Stonex, and has also worked at Dresdner Kleinwort Benson and Phillips & Drew. Simon graduated from Trinity College, Oxford where he studied Politics, Philosophy and Economics and outside of work he enjoys playing bridge.

Alexander Illingworth

Alex Illingworth is a fund manager at Artemis based in London. He has been with the firm since 2011 and manages the Artemis Global Select Fund alongside Rosanna Burcheri and Simon Edelsten. AIMR qualified, Alex graduated from Durham University where he studied Economics, History, Management Studies and Spanish.

Objective

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 sector.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019
  • Rank 254/752 Total Return
  • Rank 539/752 Standard Deviation
  • Rank 479/752 Max Drawdown
Fund Name Currency Risk
538 GAM Global Diversified USD Open Income Dis GBP

14.4

539 Artemis Global Select Fund R Acc GBP

14.4

540 Longview Partners Inv Global Equity Hedged G GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

14.5

540 Majedie Global Equity X Acc USD GBP

14.5

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.0%
2018 -3.9% -3.2% 7.3% 5.6% -12.4%
2017 12.9% 3.9% 1.7% 1.2% 5.5%
2016 23.8% 1.4% 7.1% 8.4% 5.2%
2015 9.3% 10.8% -6.1% -3.0% 8.3%
2014 9.3% -1.3% 0.7% 2.1% 7.7%
2013 20.7% 15.7% 1.0% -1.0% 4.3%
2012 11.9% 9.3% -2.9% 4.0% 1.3%
2011 -11.0% 5.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
LVMH Moet Hennessy Louis Vuitton SE ORD 2.51%
Boston Scientific Corp ORD 2.46%
Thermo Fisher Scientific Inc ORD 2.39%
Avery Dennison Corp ORD 2.36%
Microsoft Corp ORD 2.33%
Comcast Corp ORD 2.25%
Nestle SA ORD 2.20%
PerkinElmer Inc ORD 2.10%
WFD Unibail Rodamco NV 2.06%
Nippon Telegraph and Telephone Corp ORD 2.02%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/06/2011
  • Share Class size122Mn
  • Base currencyGBP
  • ISIN GB00B5QKCK29

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment0.00%

Related News

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).