Sentinel Growth Portfolio B Acc

Ranked 16 out of 262 in - Aggressive GBP 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 aim of the fund is to seek returns above the IA Mixed Investment 40% to 85% Share sector on a rolling three year basis through a combination of capital growth and income.The fund will aim to reduce losses to less than 75% of any losses experienced by global stock markets measured by the FT World index.The maximum underlying exposure to shares is 85% and the minimum is 40%.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.5%
2018 -5.4% -4.6% 5.4% 4.8% -10.2%
2017 7.2% 3.7% 0.4% 0.5% 2.5%
2016 9.6% -2.3% 2.4% 5.9% 3.5%
2015 3.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
US Treasury 2.500% 31-Mar-2023 7.78%
GBP Cash 7.23%
United Kingdom 2.250% 07-Sep-2023 4.99%
United Kingdom 1.750% 07-Sep-2022 3.19%
Boston Scientific Corp ORD 2.09%
Thermo Fisher Scientific Inc ORD 2.06%
LVMH Moet Hennessy Louis Vuitton SE ORD 1.97%
Microsoft Corp ORD 1.87%
Nestle SA ORD 1.81%
Avery Dennison Corp ORD 1.81%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/08/2015
  • Share Class size68Mn
  • Base currencyGBP
  • ISIN GB00BZ0P5600

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management0.70%
  • Initial investment0.00%

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