Introduction
Artemis offers a range of funds within each of the main investment vehicles - Unit Trusts, Investment Trusts, VCTs, Hedge Funds and a SICAV.
Find out more comprehensive information on each fund, including:
the fund aim, key facts, asset allocation,
holdings and latest available performance figures
And a monthly comment from the fund manager.
Please be aware that Independent Financial Advisers (IFAs) have a significant, if not vital, role to play for many people when considering their investment options; to look for an IFA near you visit www.unbiased.co.uk
Investment Classroom
- Tax Efficient Savings
- ISA
- Other Information
- Investing for Children
- Frequently Asked Questions
- Glossary
Unit Trusts
What are they?
Unit trusts are collective, open-ended investment schemes, governed by UK trust law. Money from all investors is pooled together and invested according to set investment guidelines. Each investor buys ‘units’ that represent their share in the assets of the fund.
Typical Investors Include:
People with limited time or investment skills, or modest means, because they give access to investment returns usually only available to more sophisticated investors able to buy their own investment advice. They generally involve less risk than direct holdings of shares and offer economies of scale too.
Investment Trusts
What are they?
An investment trust is a publicly quoted company that invests in the shares of other companies. Like unit trusts, money from all investors is pooled together and invested according to investment guidelines.
Typical Investors Include:
Less knowledgeable investors or people with small amounts of money, as they can gain exposure to a diversified and professionally run portfolio of shares, spreading the risk of stockmarket investment.
VCTs
What are they?
Venture Capital Trusts (VCTs) are a tax-efficient way of investing larger sums of money with the aim of creating tax-free capital gains. A VCT is a quoted vehicle, similar to an investment trust, with an active manager and a spread of investments.
Typical Investors Include:
Longer-term investment with a view to tax-free returns in the future. Because VCTs invest in a number of companies, and because a proportion of the investments can be in lower-risk areas, they are not as high risk as many investors might imagine.
Hedge Funds
What are they?
A hedge fund is a form of pooled investment that is privately organised and is administered by professional investment managers. They are different from unit trust funds in that hedge funds are able to sell securities short and buy securities on leverage, which is consistent with their typically short-term and high risk oriented investment strategy.
Typical Investors Include:
Knowledgeable investors with experience of alternative, unregulated investments. This investment vehicle is not generally considered suitable for private investors.
SICAV Funds
What are they?
A SICAV, Société d'investissement à capital variable, is the French term to describe an open-ended investment company, domiciled in Luxembourg or France. Money from all investors is pooled together and invested according to set investment guidelines. Each investor buys ‘shares’ that represent their share in the assets of the fund.
Typical Investors Include:
The Sub-Funds may be suitable for investors seeking to diversify their equity exposure by investment in equities on a global, European and UK basis. The Sub-Funds are unlikely to invest in line with the benchmark index which may give periods of additional volatility. Investors should consider the Sub-Funds as a long-term investment with a commitment of 3 to 5 years.
