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You are here: Factsheet
Select which share to viewJump to performance type

Cumulative performance - 23-May-2013

performance chart
  1m 3m 6m 1y 3y 5y
Artemis Strategic Assets R Acc Fund +7.7 +5.5 +16.3 +28.1 +30.1 n/a
Flexible Investment +4.7 +6.1 +15.9 +23.8 +29.8 +22.1

Discrete quarter-end performance - 31-Mar-2013

chart

  0-12m 12-24m 24-36m 36-48m 48-60m
Artemis Strategic Assets R Acc Fund +11.9 -1.5 +7.8 n/a n/a
Flexible Investment +12.1 -1.2 +7.4 +37.5 -23.5

Discrete rolling performance - 24-May-2013

chart

  0-12m 12-24m 24-36m 36-48m 48-60m
Artemis Strategic Assets R Acc Fund +28.1 -9.3 +11.9 n/a n/a
Flexible Investment +23.8 -7.1 +12.8 +19.4 -21.2

Discrete calendar year performance

chart

  YTD 2012 2011 2010 2009 2008
Artemis Strategic Assets R Acc Fund +14.0 +10.2 -7.6 +16.7 n/a n/a
Flexible Investment +13.6 +9.7 -7.5 +13.7 +22.4 -25.2

All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. Performance figures are shown in Sterling unless otherwise specified.

 
 
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wwjd_andy Apr 05th, 2011 at 10:07 PM

A high risk middle of the road fund that has a manager with a proven track record with a very different remit from his usual remit. What is not mentioned is the performance fee, and the fabulous kick-back that your adviser / discount broker get from pushing this fund that has low information and sharpe ratios, indicating that the returns are low for the relatively high risk.

Reply
carr May 07th, 2012 at 11:13 AM

there is no performance fee on this fund. Its one of he fee funds of thsi type i am aware of hat doesnt.

Reply
jackfrost Jan 08th, 2010 at 01:32 PM

William had a good long term record prior to his break from investment management - one to watch I feel particularly for those who have reservations about the whole process of extending the bubble process further down the line ( to the point where it's eventually someone else's problem )

Reply
Mickey Jan 10th, 2010 at 01:27 PM

I've held this from the start and am very happy with it. I'm trusting 10% to it at the moment, had to scale it back as it had recently outpaced, not sure if 10% is too much but I like the way it is being managed and think it is a good fund to hold in the current environment. I was very unsure about going with a 'returning' manager as I put a similar % with the return of Bill Mott @ PSigma Income which lost a pile, however I am hopeful that the signs indicate Mr Littlewood is as good as previously.

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Kevin Gillibrand Jul 15th, 2009 at 04:22 PM

I have been waiting a long time for a fund tlike this!

Reply
 

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