Artemis Global Energy Fund Class I Acc

Buy Price (as of 23/02/2018) £0.3145  Sell Price (as of 23/02/2018) £0.3099   Day Change :  0.03%     Fund Code:  ATGFA 

Important documents Before investing please ensure that you have read the Fidelity Key Features Document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found by clicking on the 'Important documents' link.

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John Dodd is a partner in and co-founder of Artemis. His previous roles include working at LAS Investment Management, Gulf International Bank in Bahrain and then five years at Gartmore from 1988. Before setting up Artemis, John was senior investment manager for smaller company investments in the UK at Ivory & Sime. He managed the Artemis UK Smaller Companies Fund from its launch in April 1998 until December 2010; and he co-manages Artemis Alpha Trust plc. John manages the Artemis Global Energy Fund. He has specialised in the energy sector throughout his career.


Richard is a graduate of Imperial College with an MSc in Petroleum Engineering. He has worked in Industry for Exxon and Enterprise Oil and joined the City in 1997 working as an oil analyst at Henderson Crosthwaite. He went on to Ernst & Young to work in Energy Corporate Finance, with a brief spell at Simmons & Co. He set up Hulf Hamilton, an independent Oil & Gas research consultancy where he has been for the last 6 years providing independent sector research to Artemis and other investment funds on the Energy Sector. He joined Artemis in June 2011.
Investment HouseArtemis
Fund ProviderArtemis Fund Managers Limited
ManagerJohn Dodd   Biography
ManagerRichard Hulf   Biography

Fund Objective The fund aims to increase the value of unitsover the long term.

Key Statistics

Fund Status
12-Month NAV High -
12-Month NAV Low -
Fund Comparative Index -
Morningstar CategoryTMSector Equity Energy
Dividend FrequencyYearly
Historic Yield1.10%

Annual Charges

Morningstar ratings

 as of  31/01/2018
Overall2 star
3 Years3 star
5 Years1 star
10 YearsN/A

One or more funds cannot be shown as they have less than one year of performance data.

Growth of £1000 Help

 as of  23/02/2018

Past Performance (%) Help

as of 

This Fund


Fund versus Morningstar Category

Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

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