Quick Stats

Bid Price GBX 31.74 Offer Price GBX 32.26
Mid Price - Day Change GBX +0.13 (0.41%)
Price Date 23 Nov 2017 Crown Rating 1
Shares Class Inc. Yield 0.95 %
Total Expense Ratio 0.87 Fund Size 42,530,263.79
Launch Date 21/04/2011 Standard Initial Charge (%) 1.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 250,000.00 Total Expense Ratio (%) 0.87
ISIN GB00B56FW078 Min TopUp (£) 500.00

Fund Objective

The fund aims to achieve long-term capital growth primarily from a portfolio of companies engaged in the oil and gas sector, energy generation and transmission. Additionally, the fund may invest in companies seeking to develop and exploit new energy technologies, and companies that service the energy sector

Fund Managers

John Dodd
John co-manages the Artemis Global Energy Fund and Artemis Alpha Trust plc. A co-founder of the firm in 1997, he is chairman of the partnership's management committee. Previously, John was senior investment manager of UK smaller companies at Ivory & Sime. He ran the Artemis UK Smaller Companies Fund from its launch in April 1998 until December 2010.
Richard Hulf
Richard manages the Artemis Global Energy Fund alongside John Dodd. With an MSc in petroleum engineering from Imperial College, he worked for Exxon and Enterprise Oil, then in 1997 became an oil analyst at Henderson Crosthwaite. He went on to Ernst & Young to work in energy corporate finance, before a period at the specialist investment bank Simmons & Co. Then Richard set up Hulf Hamilton, an independent oil & gas consultancy which provided research to Artemis and others. He joined Artemis in June 2011.