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Artemis Strategic Assets

Ranked 7 out of 26 in - Multi Strategy over 36 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 : 31/12/2015 - 31/12/2018
  • Rank 7/26 Total Return
  • Rank 24/26 Standard Deviation
  • Rank 24/26 Max Drawdown
Fund Name Currency Return
5 UNI-Global - Cross Asset Navigator RAH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

7.5%

6 Insight Global Absolute Return Inst W Acc GBP

7.2%

7 Artemis Strategic Assets R Acc GBP

5.4%

8 Goldman Sachs Abs Return Tracker Pf I Acc GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

5.3%

9 Franklin K2 Alternative Strategies I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

5.0%

Fund Name Currency Risk
22 JPM Global Macro Opportunities A Net Acc GBP

7.2

23 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

7.4

24 Artemis Strategic Assets R Acc GBP

8.9

25 Veritas Global Real Return GBP B GBP

9.7

26 Odey Odyssey GBP I Inc GBP

14.1

Fund Name Currency Loss
22 JPM Systematic Alpha A Acc GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-11.3%

23 SLI Glo SICAV Global Focused Strategies D Acc GBPH

Currency exposure is hedged

Currency exposure is hedged

GBP

-13.6%

24 Artemis Strategic Assets R Acc GBP

-14.5%

25 MLIS AQR Global Relative Value UCITS GBP A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-20.0%

26 Odey Odyssey GBP I Inc GBP

-39.6%

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
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

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/05/2009
  • Share Class size196Mn
  • 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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...more...

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