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Quilter Investors UK Equity Opportunities A Acc

Ranked 225 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 Fund aims to achieve capital growth. The Fund primarily invests, directly and indirectly, in shares of UK companies. UK companies are those that are domiciled, incorporated or have a significant portion of their business in the UK, even if listed elsewhere. The investment adviser typically seeks to invest in shares of companies whose potential is not recognised by the market. The Fund may at times be concentrated in terms of the number of investments it holds.The Fund may also invest in other transferable securities, collective investment schemes (including those managed or operated by the Manager), warrants, money market instruments, deposits and derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2016 - 30/04/2019
  • Rank 225/234 Total Return
  • Rank 156/234 Standard Deviation
  • Rank 208/234 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.7%
2018 -15.5% -5.6% 9.2% -4.2% -14.4%
2017 5.7% 1.6% 0.5% 1.9% 1.6%
2016 6.2% -3.4% -2.1% 9.9% 2.2%
2015 6.7% 2.4% 2.8% -5.3% 7.0%
2014 -0.1% 2.0% -3.5% 1.9% -0.5%
2013 9.1% 7.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
GBP Cash 5.05%
BP PLC ORD 5.02%
Prudential PLC ORD 4.79%
Royal Dutch Shell Plc B ORD 3.95%
Tesco PLC ORD 3.68%
Britvic PLC ORD 3.68%
Capita PLC ORD 3.64%
Vodafone Group PLC ORD 3.58%
Balfour Beatty PLC ORD 3.41%
British American Tobacco PLC ORD 3.09%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date12/04/2013
  • Share Class size15Mn
  • Base currencyGBP
  • ISIN GB00B8117B71

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

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