Artemis UK Select R Acc

Ranked 242 out of 256 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Edward Legget

Edward Legget was born in Guildford in 1978. He attended the University of Cambridge where he gained an MEng in manufacturing engineering. He joined Artemis in December 2015 from Standard Life Investments, having joined the company in 2002. He was appointed fund manager in 2006. His investment process involves a bottom up stock picking approach. Edward has been managing funds for over ten years and is a CFA Charterholder. Outside of fund management he enjoys golf, tennis, sailing, walking and the cinema and theatre.

Objective

The objective of the Fund is to achieve long-term capital growth. The emphasis of the Fund will be investment in companies listed, quoted and/or traded in the UK and in companies which are headquartered or have a significant part of their activities in the UK which are quoted on a regulated market outside the UK.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/05/2018 - 31/05/2019
  • Rank 242/256 Total Return
  • Rank 248/256 Standard Deviation
  • Rank 249/256 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.3%
2018 -20.3% -6.0% 6.2% -2.0% -18.6%
2017 20.4% 5.2% 5.2% 3.6% 5.0%
2016 1.2% -6.8% -9.7% 11.7% 7.6%
2015 11.4% 6.6% 2.5% -1.3% 3.3%
2014 -0.2% 4.3% -5.5% -0.2% 1.5%
2013 36.6% 14.4% 3.1% 5.9% 9.3%
2012 11.1% 6.2% -4.1% 6.0% 2.9%
2011 -3.2% 0.1% 3.1% -14.6% 9.8%
2010 26.5% 8.3% -8.3% 17.0% 8.8%
2009 26.4% -4.2% 11.8% 14.8% 2.8%
2008 -32.5% -9.0% -0.8% -14.7% -12.4%
2007 -4.7% 5.1% 3.1% -6.9% -5.5%
2006 15.7% 10.2% -5.1% 0.6% 10.0%
2005 13.7% 5.2% -5.0% 11.1% 2.4%
2004 24.1% 12.8% 2.2% 1.5% 6.0%
2003 30.2% -7.8% 20.8% 5.8% 10.5%
2002 -18.0% 3.8% -8.5% -15.9% 2.7%
2001 -15.8% -9.7% 2.9% -20.3% 13.8%
2000 13.6% 13.3% -1.1% 8.3% -6.3%
1999 71.2% 12.8% 9.2% 1.1% 37.3%
1998 -10.8% 6.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
3i Group PLC ORD 5.13%
BP PLC ORD 4.77%
Prudential PLC ORD 4.74%
British American Tobacco PLC ORD 4.32%
DS Smith PLC ORD 4.10%
Tesco PLC ORD 3.95%
International Consolidated Airlines Group SA ORD 3.66%
Barclays PLC ORD 3.65%
Melrose Industries PLC ORD 3.50%
St. James's Place PLC ORD 3.07%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/04/1998
  • Share Class size750Mn
  • Base currencyGBP
  • ISIN GB0002583267

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).