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ARTEMIS EUROPEAN OPPORTUNITIES - Fund overview

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Find rated europe excluding uk funds


Overview of ARTEMIS EUROPEAN OPPORTUNITIES

The fund’s aim is to provide investors with long term capital growth by investing in European equities, excluding the UK. Its benchmark will be the FTSE European ex UK (TR) Index. Stock selection will be the key driver of performance, with both sectoral and geographic exposure playing a secondary role.

Standard Initial Charge

5.25% 0.00%

Invest via Bestinvest

to save 5.25%

Fund summary

Sector  Europe Excluding UK
Product type  UNIT TRUST
Launched  October, 2011
Size  £13m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price(inc) 45.39p
Bid price(acc) 45.70p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.31%
Annual management charge 1.50%
Total expense ratio 1.50%
Reduction in yield (10yr) 1.53%

Bestinvest says


No information available.

Portfolio

artemis european opportunities asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
artemis european opportunities equity geographic illustration
Allocation Proportion
UK
Europe 100%
Nth America
Japan
Pacific
Other Equity
artemis european opportunities equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


No information available.

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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