ISIN:
GB00B3VDD431
IA Sector:
IA Flexible Investment
Risk level:
FE fundinfo Rating:
5 of 5
Accumulation
Price:
96.1100 GBX
30 April 2025
Last change:
icon-up-small 0.04%
1 year change:
icon-down-small -5.49%
5 year annualised return:
5.60%
12 month yield:
4.30%
The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you’re unsure about investing, seek independent advice. You may be eligible for financial advice through our partnership with Schroders Personal Wealth
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Fund Objective: To grow the value of your investment by greater than 3% above the Consumer Price Index (CPI) per annum after fees over a minimum five year period. There is no guarantee that the objective will be achieved over this or any other time period, and your capital is at risk.
| Manager name | Artemis Fund Managers Limited |
|---|---|
| Manager start date | 01 September 2022 |
| Manager Biography | David joined Artemis in September 2022 as a fund manager in our multi-asset team. He began his investment management career at Dresdner RCM as a fixed income portfolio manager in the early 2000s, before moving into multi-asset management. Later, at Allianz Global Investors, he was lead manager for a range of UK volatility-targeted multi-asset portfolios. More recently, David was lead portfolio manager for two absolute return multi-asset retail funds in Asia, as well as a range of institutional accounts, for an insurance company. David holds a BSc (Hons) in Economics from the London School of Economics, the CFA institute Certificate in ESG Investing and Level 3 Derivatives from the Chartered Institute of Securities & Investments. |
| Investment style: | Flexible,Short Bias |
|---|---|
| Region (geographical) | Global |
| Benchmark | FTSE All Share |
|---|---|
| Sector | IA Flexible Investment |
| FE fundinfo Rating | 5 of 5 |
Fund size: 159,967,426.12 GBX
Chart date: April 30, 2025
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.
Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.
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