Artemis Alpha Trust plc

Currently viewing

Share price
302.50p

Dividend yield
1.86%

As at
20 Nov 2019

ISIN
GB0004355946

Artemis Alpha Trust is an investment trust focusing mainly on UK and selected international equities. The fund aims to provide long-term capital and income growth by investing predominantly in listed companies and to achieve a total return greater than that of the FTSE All-Share Index.

  • A broad range of investments: the fund invests in a wide range of companies and assets, including unquoted companies, limited liability hedge funds, cash and bonds, derivative instruments and other assets and securities.
  • Key characteristics: targets attractive valuations, strong business models, favourable long-term industry fundamentals and high-quality management.
  • Invests for the long term: aims to achieve above-average rates of total return over the longer term and a growing dividend stream.

The fund’s portfolio follows an unconstrained approach, with no market-cap, sector, country or geographic limits. These exposures are monitored in order to maintain consistent management in spreading the investment risk.

Important security alert
Artemis has been made aware of some shareholders receiving telephone calls from individuals claiming to be brokers who wish to purchase shares at a significant premium in exchange for a bond or as part of a buy back programme. So far as Artemis is aware, this offer is not genuine. Should you receive any similar calls, please call our Client Services team on 0800 092 2051. You may also wish to notify the Financial Conduct Authority (FCA) or the Metropolitan Police. For more information on share fraud and boiler room scams please see the FCA’s security alert (opens in new window).

Kartik Kumar

Introducing Artemis Alpha Trust

Kartik Kumar explains how he and John Dodd manage Artemis Alpha Trust.

Back to the top

Investment team

John Dodd

John Dodd

Fund manager, since June 2003

John co-manages Artemis Alpha Trust plc. A co-founder of the firm in 1997, John is now Executive Chairman.

Kartik Kumar

Kartik Kumar

Fund manager, since May 2018

Kartik manages the Artemis Strategic Assets Fund alongside William Littlewood and Artemis Alpha Trust alongside John Dodd.

Back to the top

Back to the top

Back to the top

Key facts

Back to the top