October 2009 EVERYTHING you need to know about ARTEMIS Fig. 1 A typical PROFIT The COMPANY The PEOPLE Artemis Investment Management Limited was established by The founding partners are Mark Tyndall, John Dodd, Derek Stuart and Mark Tyndall, John Dodd, Derek Stuart and Lindsay Whitelaw in Lindsay Whitelaw. This original fund management team has expanded 1997 as a dedicated active investment management house specialising since 1997 and currently numbers seventeen, with additions arriving from in growing the money of retail investors. Merrill Lynch, Deutsche Asset Management, Société Générale Asset Since launch the company’s success has meant it now manages an asset Management, Jupiter, F&C Asset Management, Scottish Widows base of some £9.8bn*. Clients’ investments are spread across a range of ten Investment Partnership and New Star Asset Management. unit trusts, an investment trust, hedge funds, a venture capital The managers and the funds they manage are listed in the trust, an international SICAV as well as segregated and pooled Unit Trusts table (overleaf). institutional portfolios. * Source: Internal as at 30 October 2009. Who to contact – SALES Tony van Gool HISTORY Sales Director 020 7399 6203 / 07786 171 572 1997 Launch of Artemis by four members previously at Ivory & Sime Damian Samuel-Camps April 1998 Launch of UK Growth & UK Smaller Companies Associate Director – Sales: South-West Funds 07775 508 713 March 2000 Launch of UK Special Situations Fund Mark Howell Associate Director – Sales: North of England and Scotland June 2000 Launch of Income & New Enterprises Funds 07887 520 316 March 2001 Launch of European Growth Fund Ian Spilsbury September 2002 Acquisition of ABN AMRO Fund Managers Associate Director – Sales: South East, East Midlands January 2003 Move to common administration platform as the two and Northern Ireland businesses fully integrate 07900 276 573 February 2003 Three former ABN AMRO funds merged into three Tom Underhill corresponding Artemis funds, consolidating the fund Associate Director – Sales: Central London, Channel Islands and Dublin range to ten unit trusts 07733 224 233 March 2005 Institutional funds launched Lawrence Brennan Associate Director – Sales: London June 2005 Artemis Strategic Bond Fund launched 07973 817 025 December 2006 Launch of Artemis International SICAV Matt Lepine May 2009 Artemis Strategic Assets Fund launched Associate Director – Sales: North 01423 883 428 / 07825 384 931 Simon Rogers LOCATION, location, location … Associate Director – Sales: South 07795 336 759 Artemis has offices located both in Edinburgh & London: James Martinelli 42 Melville Street, Edinburgh EH3 7HA Associate Director – European Sales Cassini House, 57 St James's Street, London SW1A 1LD +44 (0)7825 190090 You can also find us on the WEB at www.artemisonline.co.uk Dedicated IFA Office: > Sales aids and fund literature > View client valuations, check your clients’ portfolio values, purchase > Latest articles and news archive and sell investments, action switches, etc. > Presentations > Artemis Film Club featuring fund manager interviews > Reasons why letters > Ability to create client specific illustrations > Ability to request literature online > Register for upcoming webcasts or view archive of recent webcasts > Monthly factsheets including fund performance (archived factsheets are also available) The PRODUCTS Artemis offers a comprehensive range of ten unit trusts, hedge funds, a venture capital trust and one Luxembourg domiciled SICAV fund (comprising of two sub funds registered for sale in Luxembourg, France, UK, Sweden, Switzerland and the Netherlands). Details of the unit trusts and SICAV funds available are outlined in the table below: UNIT TRUSTS Fund Manager(s) Sector & Benchmark Ratings Capital Jacob de Tusch-Lec UK All Companies/FTSE All-Share European Growth Philip Wolstencroft Europe Ex UK/FTSE Europe Ex UK Peter Saacke Global Growth Peter Saacke Global Growth/MSCI World High Income Adrian Frost UK Other Bond/ Adrian Gosden FTSE-A British Govt All Stocks Income Adrian Frost UK Equity Income/FTSE All-Share Adrian Gosden Strategic Assets William Littlewood Active Managed Strategic Bond James Foster UK Other Bond/iBoxx Sterling non gilt Alexandra Ralph UK Growth Tim Steer UK All Companies/FTSE All-Share UK Smaller Companies John Dodd UK Smaller Companies/Hoare Govett ex IT Mark Niznik UK Special Situations Derek Stuart UK All Companies/FTSE All-Share Derek Stuart Ruth Keattch SICAV Fund Pan European Equity Philip Wolstencroft MSCI Europe* (NR) € Peter Saacke Global Equity Peter Saacke MSCI World* (NR) € * Benchmark only Broker Support For all your fund queries including Unit Trust Dealing Desk International Dealing Desk Tel: 0800 092 2090 fund aims and objectives and Tel: 0800 092 2051 Tel: +352 2696 2140 Fax: 020 7399 6498 performance records Fax: 0845 076 2290 Fax: +352 2696 9748 firstname.lastname@example.org Client Services For all your administration queries Website Visit the site for up-to-date Tel: 0800 092 2051 including commission & agency www.artemisonline.co.uk fund prices, monitor your clients' Fax: 020 7399 6497 enquiries, tax voucher information accounts and make online email@example.com & regular investment updates transactions 6138/11/09/JL Regulatory Disclosure This document is issued by Artemis Fund Managers Limited, which is authorised and regulated by the Financial Services Authority, 25 The North Colonnade, Canary Wharf, London, E14 5HS and is a member of the IMA. Artemis Fund Managers Limited is a member of the Artemis Marketing Group. We only market our own unit trusts.