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Artemis Strategic Assets

Ranked 37 out of 40 in - Multi Strategy over 12 months
All calculations are in GBP unless stated

Objective

The Objective of the Fund is to achieve long-term growth through investment in a portfolio of UK and international asset. The Fund may invest in all of the asset classes eligible for a UCITS scheme to invest in including equities, fixed income instruments, other transferable securities, units of collective investment schemes, money market instruments, warrants, cash and near cash, derivatives and forward transactions for investment purposes. The Fund may also seek exposure indirectly to other asset classes such as commodities and property.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 31/03/2018 - 31/03/2019
  • Rank 37/40 Total Return
  • Rank 39/40 Standard Deviation
  • Rank 38/40 Max Drawdown
Fund Name Currency Return
35 Cassiopeia UCITS D GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.4%

36 Uni-Global Alternative Risk Premia RAH-GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.5%

37 Artemis Strategic Assets R Acc GBP

-6.0%

38 Merian Style Premia Absolute Return F GBP H GBP

-9.9%

39 AQR Systematic Total Return UCITS C1 Acc GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-13.9%

Fund Name Currency Risk
36 AQR Systematic Total Return UCITS C1 Acc GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

8.3

37 Aviva Investors Multi-Strategy Target Income 1 GBP

8.8

38 Veritas Global Real Return GBP B GBP

8.8

39 Artemis Strategic Assets R Acc GBP

12.2

40 Odey Odyssey GBP I Inc GBP

20.9

Fund Name Currency Loss
36 Merian Style Premia Absolute Return F GBP H GBP

-9.9%

37 Odey Odyssey GBP I Inc GBP

-14.1%

38 Artemis Strategic Assets R Acc GBP

-15.0%

39 MLIS AQR Global Relative Value UCITS GBP A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-16.7%

40 AQR Systematic Total Return UCITS C1 Acc GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-17.0%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 -0.5%
2018 -9.7% -4.5% 8.8% -4.5% -9.0%
2017 0.8% -1.0% -0.3% 3.9% -1.8%
2016 15.8% 1.4% -3.3% 7.6% 9.8%
2015 -2.8% 2.9% 2.8% -9.9% 2.0%
2014 -1.7% 0.3% -0.8% 2.0% -3.2%
2013 14.4% 8.7% 2.1% 0.7% 2.3%
2012 10.3% 7.1% -6.3% 6.4% 3.3%
2011 -7.5% 0.4% -1.8% -9.0% 3.1%
2010 16.8% 8.7% -6.6% 6.3% 8.2%
2009 12.5% 5.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
GOLD BULLION SECURITIES ETC 10.29%
Rocket Internet SE ORD 6.13%
BP PLC ORD 6.09%
GlaxoSmithKline PLC ORD 5.24%
Lloyds Banking Group PLC ORD 5.07%
Tesco PLC ORD 4.53%
Just Group PLC ORD 4.26%
Plus500 Ltd ORD 3.21%
ETFS Physical Platinum 2.82%
Barclays PLC ORD 2.67%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/05/2009
  • Share Class size618Mn
  • Base currencyGBP
  • ISIN GB00B3VDDQ59

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).