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You are here: Manager factsheet

Kartik Kumar
Artemis Fund Managers Limited
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Manager profile
Kartik manages a UK-listed investment trust with John Dodd and Artemis’ ‘European select’ strategy. He joined Artemis in 2012 after graduating from Bristol with a BSc in economics. He worked in our bond, UK equities and global equities teams before he moved to the multi-asset strategy in 2013 and became a manager of the investment trust in 2018. Kartik is a CFA charterholder.
Total return for Kartik Kumar
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Kartik Kumar

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Kartik Kumar 29.3 -5.8 -13.1 29.8 -11.0 -4.1 -5.2 3.2 - -
Peer Group Composite 19.4 -1.0 -15.3 28.4 -3.0 6.7 -2.8 5.0 - -
Over / Under 9.9 -4.8 2.2 1.4 -8.0 -10.8 -2.4 -1.8 - -
Performance vs peer group composite: Kartik Kumar
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
3 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Artemis Alpha Trust plc Co-managed IT UK All Companies since May 01 2018 to present
Artemis European Select Lead manager IA Europe Excluding UK since Oct 31 2023 to present
Funds managed previously
Fund Periods
Artemis Strategic Assets since Apr 28 2017 to Aug 31 2022
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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