Artemis Strategic Assets Fund

The Artemis Strategic Assets Fund aims to grow capital by greater than 3% above the Consumer Price Index (CPI) per annum after fees over a five-year period, by strategically allocating the fund’s assets within a diversified range of asset classes in markets around the world.

It seeks to achieve this by investing in highly liquid positions across a variety of asset classes including equities, bonds, commodities and currencies when the manager deems it appropriate, their proportions changing as economic and market conditions evolve. The fund invests largely in developed markets and any exposure to emerging markets is limited and only at the index level.

Please remember that the value of any investment can rise and fall with movements in markets, currencies and interest rates and you may not get back as much as you put in. This fund holds a number of different types of financial instrument, each carrying specific risks. If you are unsure whether this fund is suitable for you, we would encourage you to consult a financial adviser.

• A spread of investments: the fund’s multi-asset approach offers investors diversification.
• Awareness of the wider economic situation: the manager considers the economic factors that will affect the performance of different types of assets (shares, bonds, commodities and currencies) within the fund.
• High liquidity approach: a key driver of the fund is minimising drawdown which it will look to achieve via investments in inexpensive, highly liquid markets – allowing the fund manager to exit any position within the fund within one day.

Please note that we made changes to the fund’s investment policy with effect from 6 June 2023. For further information:

• Q&A
• David Hollis talks through the changes