Your Basket
Your Basket
There are no funds in your basket. To add funds to your basket use the Green Plus Icon wherever you see it next to a fund.
Fund name
Aberdeen American Growth  
Fidelity American  
Schroder UK Mid 250  
M&G Recovery  
Jupiter Merlin UK Growth  
Close Basket Open basket

Login

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
Investazine
 
Poll

Do you own an Asia Pacific ex Japan fund that isn't run by Aberdeen or First State?

Yes
No

Vote

 
You are here: Factsheet
 
NEW FEATURE Is this feature useful? arrow Thank you for your feedback
See Artemis UK Growth fund as a pension fund
See underlying Artemis UK Growth fund

L&G Artemis UK Growth

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The objective of the Fund is to achieve long - term capital growth. The emphasis of the Fund will be investment in companies listed, quoted and/or traded in the UK and in companies which have a significant part of their activities in the UK which are quoted on a regulated market outside the UK. The Managers actively manage the portfolio. The securities of companies listed, quoted and/or traded in the UK but domiciled elsewhere and the securities of companies traded on PLUS may be included in the portfolio.

Fund Manager ( Underlying )

Tim Steer

Domicile

Sector

Currency

Primary Asset Class

Fund Size

GBX 2.03m as at 30-Apr-2013

Downloads ( Underlying )

Unit Name

L&G Artemis UK Growth LS4

Inc/Acc

Accumulating 

Citicode

GUDN

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB00B8B4VJ20 

Annual Charge

0.75%

Bid

GBX 145.43

Offer

GBX 145.43

Change (Offer)

-1.72 (-1.17%)
24-May-2013

Unit LaunchDate

17-Oct-2012

Unit Name

L&G Artemis UK Growth LS5

Inc/Acc

Accumulating 

Citicode

GUDO

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB00B843WZ93 

Annual Charge

0.75%

Bid

GBX 145.43

Offer

GBX 145.43

Change (Offer)

-1.72 (-1.17%)
24-May-2013

Unit LaunchDate

17-Oct-2012

Unit Name

L&G Artemis UK Growth 2

Inc/Acc

Accumulating 

Citicode

KTR0

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB00B4X27H64 

Annual Charge

1.00%

Bid

GBX 148.81

Offer

GBX 148.81

Change (Offer)

-1.76 (-1.17%)
24-May-2013

Unit LaunchDate

06-Sep-2010

Unit Name

L&G Artemis UK Growth G21

Inc/Acc

Accumulating 

Citicode

LS98

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB00B0LKPV47 

Annual Charge

2.24%

Bid

GBX 144.21

Offer

GBX 144.21

Change (Offer)

-1.71 (-1.17%)
24-May-2013

Unit LaunchDate

17-Nov-2005

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 18.61 11.82 21.72 29.96 58.21 36.01
Sector 15.14 7.33 18.28 30.30 45.34 30.33
 

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund 11.14 -5.05 25.35 26.51 -33.58
Sector 14.33 -7.14 16.16 27.84 -30.41

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Large Cap Companies 59.70
UK Mid Cap Companies 32.30
Money Market 5.10
UK Small Cap Companies 2.70
Others 0.20

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
UK 100.00

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Industrial Goods & Services 22.50
Others 17.70
Oil & Gas 12.00
Retail 8.80
Banks 6.70
Media 6.60
Travel 6.50
Personal & Household Goods 5.30
Money Market 5.10
Basic Resources 4.50
Telecommunications 4.30

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

 
 
Sign up for email alerts
Stay upto date on the latest fund research from FE
 
subscribe Readers of this page also looked at:
Readers of this Factsheet have not looked at any others
 
 
 
Add your comment
 
Reload Change mode
 
Enter the words above:
Send comment
 
Be the first to comment on this Factsheet.
 
  • Stay connected with FE trustnet
  • Authorised and Regulated by the
    Financial Conduct Authority
  • © Trustnet Limited 2013. All Rights Reserved.
  • Please read our Terms of Use / Disclaimer
    and Privacy and Cookie Policy.
  • Data supplied in conjunction with Thomson Financial Limited,
    London Stock Exchange Plc, StructuredRetailProducts.com
    and ManorPark.com