Artemis UK Special Situations I Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History2.81%
  • 3 Year sharpe-0.20
  • 3 Year alpha1.77
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.86%
  • IA SectorUK All Companies
  • Manager GroupArtemis
  • DomicileUnited Kingdom
  • ISINGB00BB36JR17

Investment Strategy

The objective of the Fund is to grow capital over a five year period. The Fund invests 80%-100% in company shares and up to 20% in in bonds, cash and near cash, other transferable securities, other funds (up to 10%) managed by Artemis and third party funds, money market instruments, and derivatives.

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