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Artemis Capital

Ranked 202 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Philip Wolstencroft

Philip Wolstencroft is a cult figure at Artemis having devised the group's SMART GARP investment system, which provides specialist quantitative analysis of the market situation. Wolstencroft believes the more publicised process known as GARP provides information in a volatile or lumpy fashion. However, data run through the more rigorous process of SMART GARP offers a steadier and more profound insight into which sectors are likely to go up or down. Born in Portsmouth in May 1963, Wolstencroft gained a BA in Economics from Sheffield University and followed this with an MA from Warwick University. He started out in 1985 as an analyst on the British Rail Pension Fund before moving to WorldInvest where he was a global fixed income fund manager. In 1989 he joined Natwest Investment Management before switching to Merrill Lynch in 1991 to front the group's UK and European equity strategy division. In 2001 he moved to Artemis and is head of the firm's European investment team for which he manages the Artemis European Growth fund, which merged with the Artemis Pan European fund in February 2003.

Objective

To achieve long-term capital growth. The emphasis of the Fund will be investment in UK companies in the FTSE 100 Index, however, the Manager has the flexibility to invest in UK companies outside the FTSE 100 Index and overseas companies.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 202/255 Total Return
  • Rank 203/255 Standard Deviation
  • Rank 204/255 Max Drawdown
Fund Name Currency Return
200 EdenTree Amity UK A GBP

-0.3%

200 GVQ UK Focus I GBP

-0.3%

202 Artemis Capital R Acc GBP

-0.3%

203 MGTS AFH DA UK Alpha I Acc GBP

-0.4%

204 Smith & Williamson UK Equity Growth Fund GBP

-0.4%

204 JPM UK Dynamic A Acc GBP

-0.4%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.4%
2018 -15.5% -5.7% 6.6% -1.7% -14.6%
2017 17.5% 4.9% -0.2% 6.6% 5.3%
2016 8.1% -3.6% -7.4% 12.2% 7.9%
2015 11.1% 9.8% 0.8% -4.8% 5.4%
2014 -0.4% 5.1% -4.3% -1.1% 0.1%
2013 35.0% 15.0% 1.0% 6.6% 9.0%
2012 20.3% 5.2% -6.6% 10.7% 10.6%
2011 -8.9% 0.9% 1.7% -16.2% 5.9%
2010 18.7% 9.9% -16.0% 18.1% 8.7%
2009 21.2% -10.1% 11.3% 18.4% 2.4%
2008 -40.1% -13.7% 0.9% -21.7% -12.1%
2007 -1.9% 1.3% 2.5% -2.4% -3.2%
2006 21.4% 11.2% -3.5% 2.4% 10.5%
2005 26.5% 3.2% 3.7% 12.1% 5.4%
2004 19.8% 7.3% 1.5% 4.4% 5.4%
2003 24.8% -4.3% 17.8% 1.5% 9.1%
2002 -29.7% 0.2% -11.9% -21.2% 1.1%
2001 -17.2% -12.0% 3.1% -18.8% 12.4%
2000 16.3% 23.0% -6.9% 5.7% -3.8%
1999 80.9% 9.3% 6.0% 4.6% 49.3%
1998 17.3% 18.3% 3.6% -16.7% 15.0%
1997 15.4% -0.5% -1.9% 9.5% 7.9%
1996 18.7% 7.0% 7.3% 2.4% 1.0%
1995 22.3% -0.8% 8.0% 9.4% 4.3%
1994 1.6% 3.1% -4.2% 1.7% 1.2%
1993 38.9% 12.6% 4.3% 8.2% 9.3%
1992 30.1% 10.9% 5.7% -5.7% 17.8%
1991 29.9% 14.1% 3.7% 9.9% -0.1%
1990 -13.8% -1.2% 4.0% -17.5% 1.7%
1989 41.9% 24.2% 11.1% 10.4% -6.8%
1988 2.1% 1.3% 9.1% -1.7% -6.0%
1987 24.0% 27.8% 19.7% 11.9% -27.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Lloyds Banking Group PLC ORD 5.23%
Anglo American PLC ORD 5.15%
Legal & General Group PLC ORD 4.38%
Royal Bank of Scotland Group PLC ORD 4.37%
NK Lukoil PAO DR 4.18%
Imperial Brands PLC ORD 3.96%
Barclays PLC ORD 3.83%
Ashtead Group PLC ORD 3.43%
BP PLC ORD 3.39%
Rio Tinto PLC ORD 3.05%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/12/1986
  • Share Class size291Mn
  • Base currencyGBP
  • ISIN GB0006795529

Purchase Info

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

Charges

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

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