Founded in 1931, Artemis Alpha Trust Plc is a UK-based Closed-ended investment trust that aims to offer long-term income and capital growth by focusing its investment in company shares, mainly in UK. It aims to achieve a total return greater than its benchmark, the FTSE All-share. The company invests across a range of sectors that include online food delivery, UK housebuilding, Banking, general retail, European airlines, Video games & hobbies, Funeral services, China technology, Trading platform, Serviced offices, Pharmaceuticals, Consumer staples, Defence & aerospace, financial services and Media.  Its portfolio investments spans across various geographies such as Germany, US, Jersey, Israel, Japan, Cayman Island, Australia, Netherlands, France, Ireland and Isle of Man. The company’s shares are traded on the London Stock Exchange as LON: ATS.

The company has appointed Artemis Fund Managers Limited as its investment manager, which seek to identify and invest in companies with attractive valuation, favorable long-term industry fundamentals, strong business model and high quality management team. There is no pre-defined limitation for the exposure level of each individual country, sector or region. The company can only invest maximum 10% of net assets in any one investment, however the total holdings may vary over time but the top positions will have a larger weighting.  It may, but normally does not, invest more than 15% of its total assets in other listed closed-ended investment funds.

Further, it can’t invest more than 10% of its total assets in unquoted companies, except follow-on investments that may be made in existing unquoted investments, to maintain its economic interest. The company may use derivative and similar instruments to diversify currency risk, capital preservation and gearing. It may use gearing of maximum 25% of its net assets and it may seek to grow dividend paid in respect of each financial year at the rate higher than inflation.   

Contact Information

company address Cassini House, 57 St James’s Street, London, SW1A 1LD, United Kingdom

company phone+44.20.73996000

company website

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