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ABN AMRO is a majority shareholder, but executive control remains with the original founder shareholders therefore Artemis is an owner-managed investment provider known for achieving superior returns by offering investors funds which regularly beat their benchmarks and peers. In addition Artemis aim for a higher than average level of client and broker servicing and are committed to growing the company at a speed which is tolerable and healthy for the benefit of its clients, investors and staff.
Artemis has established a reputation for strong investment performance in up as well as down markets with an investment mandate that encourages individual style and freedom of thought demonstrated by a track record which validates the approach.
Artemis Investment Management Products
Unit Trusts
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 - 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
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
A SICAV, Societe d'investissement 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.
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