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Artemis Global Select Fund


Historic yield

As at
22 Apr 2024


About this fund

The managers of the Artemis Global Select Fund seek to deliver  capital growth over five years by investing worldwide in company shares they regard as being high quality: companies with strong positions in their markets, excellent balance sheets and sustainable pricing power. Regardless of the short-term economic environment, the managers believe these companies have the strength and financial resources to prosper over time.

It should be noted that the value of the investments selected by the managers may fall as well as rise with movements in stockmarkets or owing to diverse factors specific to individual companies. This means investors may not get back the amount they originally invested. Investing in emerging markets can bring additional risks to investors.

  • High-quality shares: in seeking attractive investments, the managers first identify 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. The managers aim to spread investment risk across the world.
  • Value-conscious share selection: strong companies only represent good investments when they are bought at a good price. The managers use a disciplined approach in assessing the price of a share to help ensure value for money. They exercise patience and only invest when they believe the time is right.
  • Conservatively managed: the managers are prudent in their approach to selecting companies and consider how much a share price might fall in value as well as rise. They will also hold up to 20% of the fund’s assets in cash when they believe shares are too expensive. The aim is to reduce risk compared to other global equity funds.
  • ESG integration: the assessment of environmental, social and governance factors is incorporated throughout the fund’s investment process – from thematic analysis to stock selection, portfolio construction and ongoing engagement and voting.

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Fund data

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