Artemis Global Select Fund

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Bid price
105.19p

Offer price
106.49p

Historic yield
0.43%

As at
20 Oct 2017

ISIN
GB00B568S201

The Artemis Global Select Fund aims to grow real wealth by investing in quality stocks worldwide: companies with strong market positions, excellent balance sheets and sustainable pricing power. Regardless of the short-term economic environment, these companies are considered to have the financial resources and market positions to grow and prosper.

  • High-quality stocks: to identify attractive investments, the team identifies a number of long-term global growth themes. They then construct a diversified portfolio of high-quality companies that can benefit from these thematic tailwinds over the long term.
  • Value-conscious stock-picking: strong companies only represent good investments when they are bought at the right price. A disciplined approach to valuation ensures that the managers exercise patience, investing only at the right price.
  • Long-term prospects: the managers look to build a resilient portfolio of companies that can prosper irrespective of the economic cycle. This strategy has a focus on capital preservation in down markets.
  • An eye on capital preservation: the managers aim to produce real returns with lower volatility than the fund’s peers. And when equities look expensive, up to 20% of the fund can be held in cash.

Simon Edelsten

Introducing the Artemis Global Select Fund

Simon Edelsten explains how he and fellow managers Alex Illingworth and Rosanna Burcheri manage the Global Select Fund.

Fund managers

Simon Edelsten

Simon Edelsten

Since launch

Simon manages the Artemis Global Select Fund and Mid Wynd International Investment Trust with Alex Illingworth and Rosanna Burcheri.

Alex Illingworth

Alex Illingworth

Since launch

Alex manages the Artemis Global Select Fund and Mid Wynd International Investment Trust with Simon Edelsten and Rosanna Burcheri.

Rosanna Burcheri

Rosanna Burcheri

Since October 2011

Rosanna manages the Artemis Global Select Fund and Mid Wynd International Investment Trust with Simon Edelsten and Alex Illingworth.

Key facts