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ii Super 60 - Artemis Global Growth

ii Super 60 investments:
Artemis Global Growth

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Asset Group Asset Sub-Group Investment Category
Equities Global equities Adventurous

Selection rationale:
The fund’s positioning makes this one of the higher risk options for global equity exposure, so it is an adventurous selection. Investors have been compensated for the higher level of risk over the long term. However, its recent performance has been uninspiring mainly due to its focus on value and significant position in emerging markets, with almost a quarter of the fund invested here.

Peter Saacke, the fund’s manager since 2004, is a ‘GARP (growth at a reasonable price)’ investor, looking for companies that he thinks are attractively valued, but that have the potential to grow.

He uses Artemis’s in-house quantitative screening tool, SmartGARP, to screen a firm’s finances to help spot winners and keep decision-making objective followed by his own stock-specific due diligence to make sure there is a real investment story behind any good score. As well as helping him to establish what to buy and when, the system alerts him to problems with existing holdings.

With many fund managers aiming for more concentrated portfolios nowadays, it is noticeable that Saacke opts for a relatively large and well diversified portfolio of holdings. The fund spreads its assets thinly, preferring not to take big stock bets.

The fund was highly commended in the Larger Global Growth Fund category in the Money Observer 2017 fund awards.

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The information we provide in the Super 60 investments list is an opinion provided by ii or one of its partners on whether to buy a specific investment. None of the opinions provided are a “personal recommendation”, therefore you should ensure that any investment decisions you make are suitable for your personal circumstances. Past performance of the underlying constituents is not a guarantee of future performance. Remember, the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest.

Risk warnings

Past performance of the underlying constituents is not a guarantee of future performance. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. 

Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab. 

The information we provide in the ii Super 60 investments list is an opinion provided by ii or one of its partners on whether to buy a specific investment. Please note that none of the opinions we provide are a “personal recommendation”, which means that we have not assessed your investing knowledge and experience, your financial situation or your investment objectives. Therefore you should ensure that any investment decisions you make are suitable for your personal circumstances.

If you are unsure about the suitability of a particular investment or think that you need a personal recommendation, you should speak to a suitably qualified financial advisor. 

Any changes to the ii Super 60 investments list and the rationale behind those decisions will be communicated through the Quarterly Investment Outlook.

Details of all recommendations issued by ii during the previous 12 month period can be found here.

ii adheres to a strict code of conduct. Members of ii staff may hold shares in companies mentioned in the ii Super 60 investments list, which could create a conflict of interest. Any member of staff intending to complete some research about any financial instrument in which they have an interest are required to disclose such interest to ii. We will at all times consider whether such interest impairs the objectivity of the recommendation.

In addition, staff involved in the production of this ii Super 60 list are subject to a personal account dealing restriction. This prevents them from placing a transaction in the specified instrument(s) for five working days before and after an investment is included or amended and made public within the list. This is to avoid personal interests conflicting with the interests of the recipients of this ii Super 60 investments list.