Quick Stats

Bid Price GBX 82.92 Offer Price GBX 87.76
Mid Price - Day Change GBX +0.40 (0.48%)
Price Date 27 Jun 2017 Crown Rating 1
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 1.59 Fund Size 807,114,480.77
Launch Date 26/05/2009 Standard Initial Charge (%) 5.25
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.59
ISIN GB00B3VDDQ59 Min TopUp (£) 500.00

Fund Objective

The objective of the fund is to achieve long-term growth through investment in a portfolio of UK and international assets. The fund will take a broadly 'multi-asset' approach with the intention to perform well when markets are favourable, and preserve capital when markets are poor. It therefore aims to provide longer term positive returns under most market conditions, outperforming both cash and equities over rolling three-year periods.

Fund Managers

William Littlewood
William manages the Artemis Strategic Assets Fund which he launched in 2009. After graduating from Bristol University with a degree in economics, he worked at Jupiter Asset Management from 1989 to 1999. William joined Artemis in December 2005 to launch the Absolute Return Hedge Fund.
Kartik Kumar
Kartik has helped William Littlewood on the Artemis Strategic Assets Fund since 2013. He joined Artemis a year earlier after graduating from Bristol with a BSc in economics; and worked successively with our bond, UK equities and global equities teams.