Price
100.45p
Historic yield
1.60%
As at
18 Apr 2024
ISIN
GB00B3VDD431
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.
Please note that we made changes to the fund’s investment policy with effect from 6 June 2023. For further information:
David Hollis
Fund manager, since June 2023
David is a fund manager in Artemis’ multi-asset team.
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