Kartik Kumar
The outlook for Artemis Alpha Trust
Kartik Kumar, co-manager of the Artemis Alpha Trust, provides an update on the trust and his views on the outlook.
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Share price
310.00p
Dividend yield
2.35%
As at
29 Nov 2023
ISIN
GB0004355946
The Artemis Alpha Trust aims to provide long-term capital and income growth by investing predominantly in company shares. The managers of the trust focus mainly on investments in the UK. They aim to achieve a total return greater than that of the trust’s benchmark index, the FTSE All-Share.
Our managers use benchmark indices to compare performance and levels of risk taken by their funds. However, as active managers, our teams do not select companies and industries based on the proportions of the index they represent.
The Artemis Alpha Trust is a closed-ended fund, meaning it has a limited number of shares in issue. Investors can buy or sell the trust’s shares on the stockmarket but may have to wait for a buyer or seller to become available. If the trust performs well, the value of the shares can rise beyond the value of the underlying investments held in the trust. This provides the potential to further increase returns in a way that is not available to investors in open-ended funds. However, the share price of a trust may also fall below the value of the underlying holdings, meaning losses may be higher.
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).
The outlook for Artemis Alpha Trust
Kartik Kumar, co-manager of the Artemis Alpha Trust, provides an update on the trust and his views on the outlook.
Kartik Kumar
Fund manager, since May 2018
Kartik manages a UK-listed investment trust and Artemis’ ‘European select’ strategy
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