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ARTEMIS GLOBAL HEDGE FUND GBP - Fund overview

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Overview of ARTEMIS GLOBAL HEDGE FUND GBP

A Dublin listed, Cayman registered, limited partnerhip. The fund aims to deliver double digit returns by adopting a broadly market neutral hedge strategy by investing in global equities. The investment process will rely on Artemis's in house SmartGARP model to identify long and short equity investment opportunities.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector  –
Product type  OFFSHORE FUND
Launched  –
Size  –
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 5,012.00p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge
Total expense ratio
Reduction in yield (10yr) 0.00%

Bestinvest says


No information available.

Portfolio

artemis global hedge fund gbp asset allocation illustration
Allocation Proportion
Equity 0%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 100%
Fund cash 0%
artemis global hedge fund gbp equity geographic illustration
Allocation Proportion
UK 0%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
artemis global hedge fund gbp equity capitalisation illustration
Allocation Proportion
Large Caps 0%
Mid Caps 0%
Small Caps 0%

Investment process


Whilst the aim of this fund is to be broadly market neutral, net long or short positions can be taken at the market cap, sector and regional level with the intention that the aggregate of these positions is close to market neutral. Approximately 30-70% of the portfolio is expected to be through pairs trades within sectors. The fund adopts a volatiltiy target with the aim of achieving approximately double digit returns, leverage maybe applied by the manager with the aim of achieving his volatility objective. The fund is available in £,$ and euro hedged share classes. SmartGARP is a four factor model that ranks shares according to their prospective returns, the process is has been applied to a long version of this fund since 2003.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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