Artemis Funds (Lux) – SmartGARP Global Emerging Markets Equity

Price
€1.3841

As at
23 Apr 2024

ISIN
LU2244289877

About this fund

The fund gives investors exposure to the growth potential of companies in emerging markets including China, Korea, Taiwan, Brazil, Thailand and India. It aims to deliver long-term returns by selecting the best stocks from an investment universe of over 2,500 companies, seeking those whose prospects for growth are currently undervalued.

  • Rigorous stock screening: SmartGARP®, Artemis’ proprietary tool, highlights stocks with those financial characteristics that tend to be good predictors of above-average future returns. Among other things, it looks for stocks that are enjoying strong growth in earnings, seeing consistent upgrades to their forecast profits and that are benefiting from macroeconomic trends yet which are (temporarily) unpopular and so trade on below average valuations.
  • Manager insight: to stocks which have satisfied the SmartGARP screen, managers Raheel and Peter apply their due diligence. Their objective is to establish whether there is substance behind the attractive characteristics SmartGARP has identified. For example, acquisitions, disposals or accounting changes might have distorted a company’s financial characteristics.
  • The result: an even smaller subset of companies pass the two steps, resulting in a portfolio of typically 80-120 stocks selected by Peter and Raheel and diversified by sectors, countries and investment styles.

Webinar: Investing in emerging markets

Raheel Altaf 

Fund manager Raheel Altaf will discuss how he is finding investment opportunities in companies as strong as those in developed markets, in sectors that have not traditionally been associated with the asset class.

Thursday 25 April 10am GMT

Register for the webinar

  • Fund size
    €55.1m
  • Fund launch date
    05 September 2018
  • Fund type
    SICAV
  • Regional focus
    Emerging Markets
  • Asset class
    Equity
  • Focus
    Capital growth

Investment team

Back to the top

Investment insights

Back to the top

Performance

Back to the top

Composition

Back to the top

Fund data

Key facts

Fund type
SICAV
Asset class
Equity
Focus
Capital growth
Regional focus
Emerging Markets
SEDOL
BMW1B01
ISIN
LU2244289877
Fund launch date
05 September 2018
Class launch date
09 November 2020
Class launch price
€1.0000
Currency
EUR
Unit/share type
Accumulating
Year end
31 October
Accumulation/ distribution pay date
31 December
Valuation point
16:00 CET
Fund size
€55.1m

Back to the top

Objective

Back to the top

Risks

Back to the top