Artemis Global Select I Inc

ISIN: GB00BJMD6S90 | MEX: N/A | CITI: Q2BN

  • Buy 135.45 GBX

  • Sell 135.45 GBX

  • Price Change -2.31500%

Past Performance

  • 24th Apr 2020 to 24th Apr 202129.05%
  • 24th Apr 2021 to 24th Apr 20226.15%
  • 24th Apr 2022 to 24th Apr 2023-3.04%
  • 24th Apr 2023 to 24th Apr 202415.87%
  • 24th Apr 2024 to 24th Apr 2025-13.46%

Objectives and Approach

To grow capital over a five year period.

Key Information

Inception 16th Jun 2011
Historic Yield 1.3800%
Sector IA Global
Fund Size £180.308mn
Fund Type UNIT
Classification Income

Charges

Total Ongoing Charges 
Please note that whilst we endeavour to show all charges associated with specific funds, sometimes this is not possible due to the information not being made available by the fund provider. In such cases transaction or incidental cost information may be missing.
1.2497%
Initial Charge 0%
AMC 0.75%
Our Platform Charge
We charge a platform fee of 0.30%. Our charges are shown on our rates and charges sheet
0.30%

Cost and Charges Information

This calculator provides you with costs and charges information regarding our charges and, where relevant, the costs within this investment product

Account Type

  • Investment Account
  • Stocks & Shares ISA
  • SIPP

Annual charges

These are the annual costs based on an initial investment amount of over 1 year assuming a net zero growth rate

Cost Category % of Investment lump sum costs
Our annual fee

Our annual fee

Includes our platform fee at 0.30% per annum (excluding Charles Stanley Multi Asset Funds and anycash held). The min fee is £60, the max is £600 per annum, plus SIPP administration fee (if applicable, only charged if < £30,000 held) – see here
0.30%
Dealing charges

Dealing charges

Any one-off commission charges associated with investing. Note that government taxes and levies are not included. This does not include any commission credits you may have available
N/A
Product provider costs

Product provider costs

Product provider costs shown are inclusive of the fund ongoing charges figure (OCF), transaction costs and incidental costs
1.2497%
Total (£)

Total (£)

Costs per annum displayed in monetary value
Total (%)

Total (%)

Costs per annum displayed as a percentage of investment value

Cumulative effect of charges on your investment's return

This illustration assumes that costs occur evenly throughout the year, charges are paid out of the investment evenly throughout the year, and that an annual growth rate of applies evenly throughout the year, before any charges including product charges

lump sum invested with an assumed growth rate of 1 year years
What you might get back at  with no charges applied

What you might get back at  with no charges applied

These are the illustrative values of a  investment after growth and no costs applied at the end of the defined period
Annual charges

Annual charges

These are the annual costs based on an initial investment amount of assuming a net zero growth rate
Effect of charges on return (%)

Effect of charges on return (%)

These are the overall costs in percentage terms, based on an initial investment amount of assuming a growth rate
Effect of charges on return (£)

Effect of charges on return (£)

These are the overall costs in monetary value, based on an initial investment amount of assuming a growth rate
What you might get back at with charges applied

What you might get back at with charges applied

These are the illustrative values of a investment after growth and costs at the end of the defined period

This illustration is not a forecast of future investment performance but merely a means to demonstrate the potential impact of costs and charges for an assumed return of . Whilst we make reasonable endeavours to ensure the accuracy of third party charges information, this is intended for illustrative purposes only and should not be relied upon. We do not warrant or represent that this information is accurate, complete or up to date, therefore we accept no responsibility or liability for its use

Performance

  • Chart Options

    Select Timeframe
    From
    To
    Add comparator to chart
    None
    This fund's IA Sector (IA Global)
    Another IA Sector
    Search for Fund Comparator
      Add a FTSE Index

      Current Comparators


      • Cumulative Performance

        1 month3 months6 months1 year3 years5 years
        -10.49% -19.06% -14.66% -13.46% -2.78% 33.18%

        Important Information
        Headline performance can mask the true characteristics of a fund. Without fully understanding how a fund is managed, you may inadvertently become exposed to an undesirable level of risk to your capital. Some funds carry a dilution levy which reduces the number of units realised on any initial investment as an initial charge. If this fund carries such a levy it should be detailed in the Key Investor Information Document (KIID), which we must provide and you should read before investing.

        The charts and performance data shown are supplied by an external data provider and may contain data that appears to precede the introduction of the clean unit class for this fund. In such cases, historical data has been synthesised at the entire discretion of that external provider as realistically as possible using historical data recorded against the previously available commission-paying version of the fund, adjusting for fees in the process.



      Composition

      Important Documents


      The documents listed below are the latest versions made available to our data provider by the fund management group, but may not necessarily reflect the applicable charges that would be levied should you purchase this fund via Charles Stanley Direct. You should treat the charges and other figures shown in the 'Overview' tab as accurate.

      Fund Provider Factsheet
      The Fact Sheet is supplied on a monthly basis by the management group and provides limited information on the fund. Past performance data and a review of how the fund has performed are commonly featured. &nbsp;
      FUND PROVIDER FACTSHEET
      1,434,839 bytes PDF Document; last updated 28 Feb 2025
      Key Investor Information Document This document, issued by the product provider, provides key information about an investment product. The information is required by law to help potential investors understand the nature, risks, costs, potential gains and losses of the product and enable comparison with other products.
      KEY INVESTOR INFORMATION DOCUMENT
      164,179 bytes PDF Document; last updated 07 Feb 2025
      Annual Report A report published by the Fund Management Group detailing the progress of the fund during the course of the previous 12 months. The information provided includes a financial statement for the group as a whole.
      ANNUAL REPORT
      1,101,298 bytes PDF Document; last updated 30 Apr 2024
      Semi Annual Report Published periodically through the course of the financial year of the fund, the report provides an overview of the fund's performance and the prospects for the remainder of the year. Included are portfolio changes (i.e. which stocks have been bought and sold), and changes in the geographical breakdown during the course of the previous 12 months.
      SEMI-ANNUAL REPORT
      820,388 bytes PDF Document; last updated 31 Oct 2024
      Prospectus This is a formal document which contains details of the funds' objectives, investment strategies, risks, performance, distribution policy, fees and expenses and, fund management style.  A fund’s prospectus must be lodged with the Financial Conduct Authority (FCA) for authorisation.
      PROSPECTUS
      1,203,585 bytes PDF Document; last updated 10 Jan 2025

      Management Team

      Swetha Ramachandran Natasha Ebtehadj Alex Stanic

      Swetha Ramachandran has managed this fund for 7 months.

      Swetha Ramachandran Swetha manages the Artemis ‘leading consumer brands‘ strategy and is co-manager of the ‘global select‘ and ‘global focus‘ strategies. She joined Artemis from GAM in September 2023 where she was manager of the GAM Luxury Brands Fund from 2019 to August 2023. Prior to joining GAM in 2012 as an analyst on the firm’s European strategies, she was a consumer analyst in the growth equities asset management arm of Alliance Bernstein, and before that an analyst at Credit Suisse and ESG ratings agency Vigeo in Paris. She began her career as an Asian equity analyst at Goldman Sachs in Singapore. Swetha holds a bachelor’s degree in economics from the London School of Economics and Political Science, a Magistère in French from the Sorbonne and has completed the CFA Institute Certificate in ESG Investing.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Swetha

      Name of Security Sole/Co Managed Since
      Artemis Funds LuxGblFoc Co Sep 2023
      Artemis Global Select Co Sep 2023
      Artemis Global Select Co Sep 2023
      Artemis Funds (L)LgCrBds Co Dec 2023

      Natasha Ebtehadj has managed this fund for 10 months.

      Natasha Ebtehadj Natasha joined Artemis in June 2023 and is a fund manager in the ‘global select‘ team. She started her investment career at Morgan Stanley as an analyst in 2006 and joined Columbia Threadneedle Investments in 2008 where she was a portfolio manager, initially in its Asian equities team, followed by its multi-asset team. Latterly she was a portfolio manager in its global and EAFE equities mandates including the Sustainable Outcomes Global Equity fund, with sector responsibility for consumer stocks, financials and emerging markets. Natasha has a Masters degree in Modern Chinese Studies from Oxford University and a BSc in Economics, Politics and International Studies from Warwick University. She also holds the Chartered Financial Analyst designation and is a fluent Cantonese speaker and conversant in Mandarin and Spanish.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Natasha

      Name of Security Sole/Co Managed Since
      MGTS Sentinel Gth Co Jun 2023
      MGTS Sentinel Gth Co Jun 2023
      Artemis Funds LuxGblFoc Co Jun 2023
      Artemis Global Select Co Jun 2023
      Artemis Global Select Co Jun 2023
      Artemis Funds (L)LgCrBds Co Dec 2023

      Alex Stanic has managed this fund for 2 years and 1 month.

      Alex Stanic Alex is Head of Global Equities and lead manager of Artemis‘ ‘global select’ and ‘global focus’ strategies. He is co-manager of the ‘leading consumer brands’ strategy. He graduated from the University of Edinburgh with an MA in Economics and Social Geography. He joined Cazenove in 1995, moving to Newton Investment Management in 1998 to join its global equity team and becoming the investment leader for the team. After founding and heading the global equities division of River & Mercantile Asset Management in 2009, he joined JP Morgan Asset Management in 2015 as a managing director and senior portfolio manager within its international equity group, running global equity portfolios and specialising in concentrated-but-diversified portfolios. He joined Artemis in March 2023.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Alex

      Name of Security Sole/Co Managed Since
      MGTS Sentinel Gth Co Feb 2023
      MGTS Sentinel Gth Co Feb 2023
      Artemis Funds LuxGblFoc Co Mar 2023
      Artemis Global Select Co Mar 2023
      Artemis Global Select Co Mar 2023
      Artemis Funds (L)LgCrBds Co Dec 2023

      Investment involves risk. You may get back less than invested.