Changes to the investment policy of the Artemis Strategic Assets Fund

We are making changes to the investment policy of the Artemis Strategic Assets Fund. The change will take effect on 30 May 2025.

Updated 21 March 2025

We are making changes to the investment policy of the Artemis Strategic Assets Fund ("the Fund"). These changes are designed to give the manager greater flexibility in pursuing the Fund’s investment objective while maintaining the current risk profile.

The changes include:

  1. Increased Exposure Limits
  2. Removal of Currency Exposure Limits
  3. Updated Leverage Disclosure

These changes are intended to provide the Fund manager with greater flexibility to allocate the Fund’s assets across the range of asset types and instruments to pursue the Fund's investment objectives. By increasing the Fund’s overall exposure limits and relaxing the existing restrictions on non-GBP currency positions, we believe that the Fund will be better placed to capitalise on opportunities in all market conditions. 

The changes will come into effect on 30 May 2025. You do not have to take any action as a result.

Please see the letter to investors below for more information about the change and how this may affect you. 

Related documents

Letter to shareholders dated 21 March 2025 (PDF opens in new window)

List of affected share classes

  • Class R Accumulation GBP - GB00B3VDDQ59
  • Class C Accumulation GBP - GB00BHL2BW23
  • Class I Accumulation GBP - GB00B3VDD431

Further information

If you are uncertain about the details of this change, we recommend that you consult a professional adviser. For further information, please contact our Fund Service Centre on 0800 092 2051 (outside the UK +44 1133 604500) between 8:00am and 6:00pm (Monday to Friday) or by e-mail at [email protected].