Quick Stats

Mid Price GBX 129.41 Day Change GBX +2.04 (1.60%)
Price Date 18 Jan 2019 Crown Rating 2
Shares Class Inc. Yield 4.03 %
Last Ex-Dividend Date 02 January 2018 Dividend Frequency Annually
Sector UK All Companies Fund Size 90,345,441.47
Launch Date 16/03/2005 Standard Initial Charge 0.00%
Ongoing cost 0.78% Annual Management Charge 0.75%
ISIN GB00BD3GTH59 Sedol BD3GTH5

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
Derek manages the Artemis UK Special Situations Fund, which he launched in March 2000, and segregated accounts alongside Andy Gray. He trained in fund management at Ivory & Sime and was promoted in 1992 to run UK equity income portfolios. Derek co-founded Artemis in 1997.
Andy Gray
Andy works alongside Derek Stuart managing the Artemis UK Special Situations Fund. He also manages the Artemis VCT. After graduating from Loughborough with a degree in banking and finance, Andy trained as an accountant at Deloitte & Touche. In 1998 he became an assistant fund manager at Murray Johnstone. He then spent three years at Legg Mason as a manager of UK small-cap funds, before joining SWIP as an investment director. Andy moved to Artemis in 2006.