Changes to the investment policy of Artemis Strategic Assets Fund

The investment policy of the Artemis Strategic Assets Fund has changed to allow the new manager to implement a more efficient investment process. The fund’s objective, benchmark and overall strategy have stayed the same.

Updated 6 June 2023

A new fund manager, David Hollis, took over as lead manager of the Artemis Strategic Assets Fund on 6 June 2023. 

The fund’s objective and overall strategy stayed the same – to grow capital by greater than 3% above the Consumer Price Index per annum after fees over a minimum five-year period, by strategically allocating the fund’s assets within a diversified range of asset classes.

However, there were changes to the fund’s investment policy so that the new manager can implement a more efficient investment process in a way which we expect will reduce costs to investors.

Further information about the change and options available for investors can be found in the unitholder letter below.

Related documents

Further information

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