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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 : 28/02/2016 - 28/02/2019
  • Rank 7/26 Total Return
  • Rank 25/26 Standard Deviation
  • Rank 24/26 Max Drawdown
Fund Name Currency Return
5 Goldman Sachs Abs Return Tracker Pf I Acc GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

11.4%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

11.2%

7 Artemis Strategic Assets R Acc GBP

10.4%

8 NN (L) Alternative Beta I Cap GBP Hdgi

Currency exposure is hedged

Currency exposure is hedged

GBP

10.0%

9 GAM Star Flexible Global Portfolio GBP Acc GBP

9.0%

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

7.1

23 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

7.3

24 Veritas Global Real Return GBP B GBP

8.8

25 Artemis Strategic Assets R Acc GBP

9.2

26 Odey Odyssey GBP I Inc GBP

14.7

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

-10.4%

23 JPM Systematic Alpha A Acc GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-11.3%

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

-21.5%

26 Odey Odyssey GBP I Inc GBP

-36.5%

Total Return

Quarterly Performance

to 01/01/2019 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

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
GOLD BULLION SECURITIES ETC 10.09%
Rocket Internet SE ORD 6.45%
BP PLC ORD 5.87%
GlaxoSmithKline PLC ORD 5.27%
Plus500 Ltd ORD 5.23%
Lloyds Banking Group PLC ORD 4.77%
Tesco PLC ORD 4.51%
Just Group PLC ORD 4.06%
ETFS Physical Platinum 2.68%
Sports Direct International PLC ORD 2.66%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/05/2009
  • Share Class size638Mn
  • 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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Artemis Strategic Assets

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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).