Artemis Global Select Fund

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Mid price
115.11p

Historic yield
0.80%

As at
03 Apr 2020

ISIN
GB00B568S201

The Artemis Global Select Fund aims to grow real wealth by investing in high-quality stocks worldwide: companies with strong positions in their markets, excellent balance sheets and sustainable pricing power.

We believe that returns are enhanced by acting in a responsible way as stewards of clients’ capital. We integrate meaningful ESG metrics into the fund’s investment process alongside financial metrics.

  • High-quality stocks: to identify attractive investments, the team identifies a number of long-term global growth trends. They then construct a diversified portfolio of high-quality companies that they believe can benefit from these trends.
  • Global advantage: taking a global approach allows the managers to consider how a trend seen in one part of the world might benefit companies elsewhere. Investors stand to gain from spreading their risk across the world through one fund.
  • Principled and pragmatic: We focus on companies run for the long term, avoid those with poor governance and don’t invest in stocks whose fortunes depend on short-term economic fluctuations. We use our shareholder votes to influence corporate culture and governance.
  • 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 when they believe the time is right.
  • Lower volatility than its peers: the managers have a disciplined valuation process and consider how much a stock might fall in value as well as rise. They will also hold up to 20% of fund’s assets in cash when valuations appear to be unreasonably high. The result is a fund that aims to reduce capital loss when markets fall.

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Investment team

Simon Edelsten

Simon Edelsten

Fund manager, since launch

Simon manages Artemis‘ ‘global select‘ strategy with Alex Illingworth and Rosanna Burcheri.

Alex Illingworth

Alex Illingworth

Fund manager, since launch

Alex manages Artemis‘ ‘global select’ strategy with Simon Edelsten and Rosanna Burcheri.

Rosanna Burcheri

Rosanna Burcheri

Fund manager, since October 2011

Rosanna manages Artemis’ ‘global select’ strategy with Simon Edelsten and Alex Illingworth.

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Key facts

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