Artemis Strategic Assets Fund Investor Q&A

Artemis Strategic Assets fund manager, David Hollis, answers key questions surrounding changes that have been made to the approach of the fund.

David Hollis

What’s changing with the Artemis Strategic Assets Fund? 

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

What is remaining the same and what is changing with the Fund?
The Fund’s objective and overall strategy will be staying 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.

We will be making some changes to the Fund’s investment policy so that the new manager can implement a more efficient investment process.

Why is Artemis making the changes to the Fund’s investment policy?
We believe that these changes are in investor’s interests. The changes will allow the new fund manager to take a more systematic or data driven approach to allocating the Fund’s assets, and to take advantage of a broader range of instruments to meet the Fund’s objective in a more efficient way. 

How will investors benefit from these changes?
The manager will be able to implement a more efficient investment process and we are reducing the annual management charge of the Fund to make sure that investors benefit from these efficiencies in managing the Fund’s portfolio.

We expect that the new investment process will, over time, deliver a more stable return for investors, although (as with the Fund’s overall performance) this is not guaranteed and will depend on market conditions and the decisions which the manager takes. 

How do these changes affect the risk profile of the Fund?
The manager will have more freedom to allocate the Fund’s assets systematically depending on his view of likely market conditions which allows for a more dynamic portfolio. This, in conjunction with a greater focus on liquidity, or the ability to buy and sell assets in the fund quickly and cheaply, will enable the portfolio to be managed with a lower risk profile than it has had historically.

Where could this sit in an investor’s portfolio? Is it a core holding?
The portfolio is designed as an all-weather approach to investing, aiming to generate returns in all market environments, and as a result this can represent a core holding in any investment portfolio.
It can also act as a diversifier alongside other investments within a portfolio.

What is the fund managers background in running a strategy like this?
David Hollis has around 15 years’ experience in managing multi-asset strategies, and previously managed a suite of risk targeted funds at another asset manager, successfully delivering returns commensurate with their risk profile.

David Hollis

Manages:

Multi-asset strategy

David is a fund manager in Artemis’ multi-asset team.

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