Artemis Strategic Assets Inclusive - Class R - Accumulation (GBP)
Our view on this Fund
This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »
This fund spreads risk by investing in a range of different investments, including shares, bonds, commodities, and cash. It aims to provide some long-term growth, but also experience less ups and downs than the stock market. We think the fund could bring diversification to an investment portfolio, given its range of investments, and could provide a slightly more conservative element to a portfolio focused on shares. That said, we view it as a more adventurous mixed-asset fund, and don't expect it to hold up as well as others at times.
Kartik Kumar took over sole responsibility for the Artemis Strategic Assets Fund in January 2021, following the retirement of William Littlewood, who had managed the fund since its launch in 2009. Kumar was appointed co-manager of Artemis Strategic Assets alongside Littlewood in 2017. Kumar has a shorter track record, and we typically prefer fund managers with longer records, who have managed funds throughout a variety of market conditions. That said, he is highly regarded at Artemis, and we view him as a committed and enthusiastic investor.
Performance in recent years has fallen short of the fund's objectives . Kumar has implemented some process changes that could improve returns - but there are no guarantees. While we think Kumar has the experience and skills to manage this strategy, we currently have greater conviction in other mixed-asset funds.