Artemis Global Income

Ranked 94 out of 101 in - Global Equity Income over 12 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 fund will seek to achieve a rising income combined with capital growth primarily from a portfolio of equities selected on a global basis. The manager actively manages the portfolio in order to achieve the objective with exposure to company shares, fixed interest securities and derivative instruments as appropriate. The manager will not be restricted in respect of choice of investment either by company size or industry, or in terms of the geographical split of the portfolio."

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.9%
2018 -13.2% -5.9% 7.4% 3.6% -17.0%
2017 10.8% 6.4% -2.5% 1.5% 5.2%
2016 21.7% 0.0% 2.0% 10.0% 8.5%
2015 6.2% 10.4% -4.9% -4.9% 6.4%
2014 12.6% 3.8% 2.8% 1.6% 3.9%
2013 33.4% 21.9% -1.4% 2.0% 8.8%
2012 15.3% 8.2% -3.5% 6.8% 3.5%
2011 -4.9% 3.7% 0.8% -14.6% 6.5%
2010 11.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
General Motors Co ORD 4.93%
Tokai Carbon Co Ltd ORD 3.64%
Infrastrutture Wireless Italiane SpA ORD 3.44%
Posco Chemtech Co Ltd ORD 3.37%
Rai Way SpA ORD 2.64%
Micron Technology Inc ORD 2.33%
Zions Bancorporation NA ORD 2.29%
Bank Leumi Le Israel BM ORD 2.19%
Citigroup Inc ORD 2.19%
Verizon Communications Inc ORD 1.98%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/07/2010
  • Share Class size3,686Mn
  • Base currencyGBP
  • ISIN GB00B5VLFH80

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • 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).