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Artemis Global Energy R Acc

Ranked 3 out of 24 in - Energy over 12 months
All calculations are in GBP unless stated

Managed by

John Dodd

John Dodd was one of the founding fathers of Artemis and has been one of its most successful fund managers. His UK Smaller Companies fund performed extremely well when Dodd made massive returns from his investments in growth-oriented stocks (most notably technology-related businesses) in late 1999 and early 2000. But, unlike many other managers, Dodd astutely switched into more value-oriented holdings before the market collapsed. His fund is unconventional and can be volatile but his willingness to back his judgments has helped it to deliver stellar returns.

Richard Hulf

Richard Hulf is a fund manager at Artemis Investment Management based in London. He joined the firm in 2011 and prior to this, he was managing director at Hulf Hanilton Ltd. He currently deals in global equities, using value and growth strategies. Richard graduated from Imperial College London with a DSc and MSc in Petroleum Engineering and a CEng and BSc (Hons) in Mechanical Engineering. Outside of work, he lists music and cycling among his interests.

Objective

The objective of the Fund is to achieve long term capital growth primarily from a portfolio of companies engaged in the oil and gas sector, energy generation and transmission.  Additionally, the Fund may invest in companies seeking to develop and exploit new energy technologies, and companies that service the energy sector.

Showing fund performance in United Kingdom View performance globally

Performance

Energy over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -7.0% -4.7% 21.4% 5.6% -23.9%
2017 -7.9% -5.0% -13.3% 5.4% 6.0%
2016 64.0% 8.4% 16.3% 10.4% 17.8%
2015 -30.1% -4.1% -3.3% -23.3% -1.7%
2014 -27.2% -2.5% 11.0% -6.5% -28.0%
2013 -5.5% 6.7% -9.5% 3.9% -5.8%
2012 1.7% 11.0% -10.5% 9.7% -6.6%
2011 -14.7% 7.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
BP PLC ORD 4.83%
Royal Dutch Shell Plc B ORD 4.56%
Total SA ORD 4.47%
Hurricane Energy PLC ORD 4.22%
Exxon Mobil Corp ORD 3.99%
NK Lukoil PAO DR 3.72%
Chevron Corp ORD 3.45%
Hess Corp ORD 3.44%
CNOOC Ltd DR 3.41%
Eco Atlantic Oil & Gas Ltd ORD 3.30%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date21/04/2011
  • Share Class size38Mn
  • Base currencyGBP
  • ISIN GB00B5640222

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).