Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Artemis UK Special Situations

Ranked 222 out of 234 in - UK (All Companies) over 36 months
All calculations are in GBP unless stated

Managed by

Andy Gray

Derek Stuart

Artemis co-founder Derek Stuart says: 'Most people can identify a good quality company. It's the recognition of valuation that makes you money.' Stuart's adept stockpicking has been a salient feature throughout his fund management career. He started out as a trainee with Ivory & Sime, where he worked alongside fellow Artemis founders John Dodd and Mark Tyndall. In 1992 he was promoted to manage UK equity income portfolios and then moved into the UK small and mid-cap sectors before he left to help form Artemis in 1997. His key fund is Artemis UK Special Situations, which merged with the Artemis UK Select Opportunites fund in February 2003.

Objective

The objective of the Fund is to achieve long-term capital growth by exploiting special situations. The Fund invests principally in UK equities 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. The Manager actively manages the portfolio. The securities of companies listed, quoted and/or traded in the UK but domiciled elsewhere and the securities of companies traded on PLUS may be included in the portfolio.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2016 - 30/04/2019
  • Rank 222/234 Total Return
  • Rank 159/234 Standard Deviation
  • Rank 204/234 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.2%
2018 -15.0% -5.7% 9.4% -4.2% -14.0%
2017 5.9% 1.4% 0.7% 2.1% 1.5%
2016 7.5% -2.8% -2.0% 10.2% 2.4%
2015 5.4% 1.3% 3.3% -5.5% 6.6%
2014 -0.5% 1.3% -2.8% 2.1% -1.1%
2013 28.5% 11.4% -1.0% 8.5% 7.4%
2012 18.4% 10.1% -5.3% 9.3% 4.0%
2011 -8.3% 1.6% 1.8% -13.7% 2.8%
2010 19.7% 6.1% -8.2% 12.2% 9.5%
2009 26.0% -5.0% 15.2% 15.0% 0.1%
2008 -28.1% -12.0% -1.2% -9.9% -8.2%
2007 4.0% 4.4% 4.3% -2.7% -1.8%
2006 18.8% 9.8% -4.4% 4.0% 8.9%
2005 23.9% 7.0% 1.4% 11.2% 2.7%
2004 17.3% 9.0% 2.4% -0.6% 5.8%
2003 35.6% -6.2% 21.2% 12.9% 5.6%
2002 -10.7% 5.9% -2.5% -18.1% 5.6%
2001 -1.5% -4.7% 9.0% -23.2% 23.6%
2000 19.4% 16.8% 1.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
BP PLC ORD 5.08%
Prudential PLC ORD 4.70%
Royal Dutch Shell Plc B ORD 3.97%
Britvic PLC ORD 3.73%
Capita PLC ORD 3.71%
Tesco PLC ORD 3.60%
Balfour Beatty PLC ORD 3.52%
Vodafone Group PLC ORD 3.47%
British American Tobacco PLC ORD 3.23%
SDL PLC ORD 3.18%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/03/2000
  • Share Class size621Mn
  • Base currencyGBP
  • ISIN GB0002192267

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment0.00%

Related News

The funds hit by Interserve's 'wipeout' rescue plan

Shares in construction group have halved today but for the few fund managers still holding the stock, most of the damage had already been done.

FTSE falls but Next soars on turnaround hopes

Next soars after upgrade sparks turnaround hopes, while FTSE 100 falls, as hawkish Bank of England kicks off sterling rally.

Micro Focus hurtles 16% up on Hewlett Packard deal

Software provider's biggest acquisition delights investors, including Old Mutual's Richard Buxton.

Citywire Selection: our 19 star fund picks

The Citywire Selection team outline their latest 'Star Pick' funds, covering all the major investment areas.

Brexit special situations: what Artemis' Derek Stuart bought

Artemis UK equity stars Derek Stuart and Adrian Frost offer an insight on their response to the last week's historic referendum.

Saacke to replace Keattch as Artemis CIO

Artemis's CIO since 2013, Keattche is due to retire in the first quarter of 2016.

Woodford IM jumps past SLI to top fund sales table

Woodford IM defied the third quarter turbulence to replace Standard Life Investments at the top of the third quarter fund sales table.

Artemis UK Special Situations

FTSE falls as Japan data reveal extent of slowdown

Nervousness at the Rosneft deal BP is lining up and a sharp drop in Japan’s exports see the FTSE 100 dip 14 points to 5,883.

Spanish bond yields top 6% as QE joy fades

MARKET BLOG: Markets fall and Spanish bond yields rise back above 6% as focus returns to problems in the eurozone.

...more...

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