Artemis Global Equity Income I Acc EUR

Ranked 77 out of 86 in - Global Equity Income over 36 months
All calculations are in GBP unless stated

Managed by

Jacob de Tusch-Lec

Jacob de Tusch-Lec is currently a portfolio manager at Artemis having joined the group in 2005. Jacob started his investment career at Copenhagen-based BankInvest and served as portfolio manager. In 2002 he moved to Merrill Lynch’s global macro research department as vice president of pan-European equity strategy. Jacob holds a BA and an MSc in Economics from the University of Copenhagen. He also holds an MBA in International Economics and Finance from New York University.

Objective

The objective of the Fund is to achieve income combined with long-term capital growth. The Sub-Fund invests principally in a portfolio of equities selected on a global basis.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 31/05/2016 - 31/05/2019
  • Rank 77/86 Total Return
  • Rank 84/86 Standard Deviation
  • Rank 84/86 Max Drawdown
Fund Name Currency Loss
82 AB SICAV I-Global Equity Income Portfolio I GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

-16.1%

83 MainFirst Global Dividend Stars A GBP

-16.7%

84 Artemis Global Equity Income I Acc EUR GBP

-17.1%

85 Artemis Global Income R Inc GBP

-17.5%

86 Thornburg Global Quality Dividend A USD Acc Unhg GBP

-19.7%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.3%
2018 -12.7% -5.9% 7.4% 4.3% -17.1%
2017 12.4% 7.0% -2.0% 1.5% 5.6%
2016 20.9% 0.0% 2.3% 10.0% 7.4%
2015 -5.0% 7.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Spain
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date03/06/2015
  • Share Class size02Mn
  • Base currencyEUR
  • ISIN GB00BW9HLR90

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.00%

Related News

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).