Investment Objective
The Artemis Strategic Assets Fund aims to grow capital by greater than 3% above the Consumer Price Index (CPI) per annum after fees over a five-year period, by strategically allocating the fund’s assets within a diversified range of asset classes in markets around the world.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.5 | 0.2 | 0.8 | 0.7 | 0.3 | 0.4 | 0.1 | 0.4 | 1.0 | 0.9 | 0.5 | 0.6 | 0.2 | |
2023 | 0.3 | 0.3 | 0.7 | 0.4 | 0.2 | 0.8 | 1.0 | 0.6 | 1.0 | 0.3 | 0.5 | 0.5 | 0.3 |