Artemis Institutional UK Special Si

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 147.52 Day Change GBX +0.58 (0.39%)
Price Date 21 Oct 2016 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 138,975,000.00
Launch Date 16/03/2005 Standard Initial Charge (%) 1.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 0.00 Total Expense Ratio (%) 0.00
ISIN GB00BD3GTH59 Min TopUp (£) 0.00

Fund Objective

The fund aims to provide 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.

Fund Managers

Derek Stuart
Having received his fund management training at Ivory & Sime, Derek was promoted in 1992 to manage UK equity income portfolios, an area responsible for over 1bn of investments. After managing income portfolios of principally blue chip stocks, he then managed UK small and mid-cap portfolios. Derek Stuart has been the fund manager of the Artemis UK Special Situations Fund since its launch in March 2000 and managed the Artemis Income Fund from its launch in June 2000 until January 2002. Derek is a co-founder of Artemis.