Artemis Pan-European Absolute Return Fund

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Mid price
111.16p

Historic yield
0.35%

As at
21 Feb 2020

ISIN
GB00BMMV4J16

The Artemis Pan-European Absolute Return Fund is an equity ‘long/short’ fund. It aims to deliver a positive return over rolling three-year periods, irrespective of changing market conditions.

To achieve this, it combines a traditional portfolio of ‘long’ European stocks (where the manager expects a company’s share price to rise) with a portfolio of ‘short’ positions (where he aims to make money from an anticipated fall in a share’s price), allowing manager Paul Casson to use his stock-picking skills to profit from falling, as well as rising, share prices. (A short position is the sale of an asset which the fund does not physically own with the aim of buying it later to secure a profit. The fund uses derivatives to achieve a short position synthetically).

  • Pan-Europe investment opportunities: the manager aims to build a simple portfolio focusing on the best ideas across the European region.
  • Robust investment process: Paul combines market themes with detailed accounting investigation to select companies through rigorous stock-picking.
  • Lower volatility: the fund aims to deliver returns with significantly less ups and downs than stockmarkets overall.
  • Diversification: the fund's holdings are well diversified across typically 60 to 100 ‘long’ and ‘short’ positions in carefully researched companies.

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Investment team

Paul Casson

Paul Casson

Fund manager, since launch

Paul has managed Artemis’ ‘pan-European absolute return’ strategy since launch in July 2014.

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Key facts

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