|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|
|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|
|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|
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.
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 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.