Artemis Global Income Fund
The fund aims to grow both income and capital over a five year period. The Fund invests 80%-100% in company shares and up to 20% in bonds, cash and near cash, other transferable securities, other funds (up to 10%) managed by Artemis and third party funds, money market instruments, and derivatives. The fund may use derivatives for efficient portfolio management purposes to reduce risk and manage the fund efficiently.
Artemis Global Income Fund essentially functions as a growth fund that pays a steady income and one fund that we have highlighted in the past. It has now attracted the backing of analysts at Titan Square Mile, who have given the fund an ‘A’ rating.
Headed by Jacob de Tusch-Lec and FE fund info Alpha Manager James Davidson, the fund is the largest active strategy in the table above with £6.2bn in assets under management.
Overview
The Artemis Global Income Fund offers a globally diversified equity income strategy with reliable dividends, long-term growth, and lower volatility. It invests in high-quality, cash-generative companies for a steady income stream. If you are looking for a steady income fund that pays a small reliable dividend, then this fund is to be considered.
- Global Diversification
Invests across the US, Europe, UK, and Asia-Pacific to reduce market reliance and expand dividend opportunities.
Benefits:
- Exposure to diverse economies
- Reduced country risk
- Broader dividend growth potential
- Quality Focus
Targets companies with strong balance sheets and consistent cash flow for income stability.
Benefits:
- Reliable dividends
- Lower risk of cuts
- Better downturn resilience
- Sustainable Income
Prioritises companies that sustain and grow dividends, providing income that keeps pace with inflation.
Benefits:
- Steady payouts
- Long-term growth
- Lower volatility
- Defensive Traits
Focus on quality and dividends leads to lower volatility and downside protection.
Benefits:
- Reduced volatility
- Downside protection
- Stable returns
- Long-Term Growth
Invests in companies with strong fundamentals to deliver growth alongside income.
Benefits:
- Exposure to global leaders
- Earnings reinvestment
- Dividend compounding
- Disciplined Process
Uses rigorous research and active management focused on valuation and dividend sustainability.
Benefits:
- Transparent methodology
- Active risk management
- Long-term focus
- Portfolio Role
Acts as a core holding for global equity income with dependable dividends.
Uses:
- Core global equity income
- Diversifier with UK income funds
- Complement to fixed income
Conclusion
The Artemis Global Income Fund combines diversification, quality, sustainable income, and growth potential, making it suitable for investors seeking stability and rising dividends globally.
| FUND FACTS | |
|---|---|
| Fund Name | Artemis Global Income Fund |
| Fund Manager(s) | James Davidson, Jacob de Tusch-Lec |
| Share Class Launch Date | 19 Jul 2010 |
| Offer Closes | closed |
| Product Type | Unit Trust |
| Available as an ISA | Yes |
| Distribution Frequency | Half yearly |
| XD Dates | Feb, August |
| Pricing Frequency | Daily |
| Yield | 2.25% |
| Share Class | I |
| Fund Charges | |
| Initial charge: | 0.% |
| Fund Manager Ongoing Charge: | 0.84% |
| Total Service Fee p.a. | 0.53% |
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