Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Artemis Global Income

Ranked 93 out of 99 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 : 30/04/2018 - 30/04/2019
  • Rank 93/99 Total Return
  • Rank 98/99 Standard Deviation
  • Rank 98/99 Max Drawdown
Fund Name Currency Return
91 MainFirst Global Dividend Stars A GBP

-1.3%

92 Smart Beta Low Vol Glbl Equity Income I SInc EUR GBP

-1.5%

93 Artemis Global Income R Inc GBP

-2.0%

94 AB SICAV I-Global Equity Income Portfolio I GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.5%

95 Legg Mason ClearBridge Global Eq Inc A USD Acc GBP

-2.9%

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

31/03/2019

Top 10 Holdings

Stock Size
General Motors Co ORD 4.20%
Infrastrutture Wireless Italiane SpA ORD 3.79%
Tokai Carbon Co Ltd ORD 2.99%
Posco Chemical Co Ltd ORD 2.78%
Rai Way SpA ORD 2.73%
Verizon Communications Inc ORD 2.37%
Citigroup Inc ORD 2.28%
Zions Bancorporation NA ORD 2.18%
Bank Leumi Le Israel BM ORD 2.13%
Borr Drilling Ltd ORD 2.13%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/07/2010
  • Share Class size3,435Mn
  • Base currencyGBP
  • ISIN GB00B5VLFH80

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment0.00%

Related News

Woodford in dog house as underperforming assets rocket 753%

The number of straggling strategies featured in Bestinvest’s biannual ‘Spot the Dog’ report has nearly doubled.

Woodford survives Hargreaves Lansdown Wealth 150 cull

The fund buy list has been slashed to around 60 funds, with Neil Woodford's two funds making the final cut, despite a period of poor performance

ISA season: the funds and stocks topping the charts

Sales figures from major platforms show investors continuing to shun UK funds, while dividends dominate stock choices.

Citywire Selection: our 19 star fund picks

The Citywire Selection team outline their latest 'Star Pick' funds, covering all the major investment areas.

A-rated de Tusch-Lec stubs out tobacco stocks

Equity income specialist believes overvalued defensive stocks are increasingly vulnerable, with cigarette companies at the forefront.

Three income stars shining brighter post Brexit

The recent fall in sterling has provided an opportunity for investors to look globally for income plays

Woodford IM jumps past SLI to top fund sales table

Woodford IM defied the third quarter turbulence to replace Standard Life Investments at the top of the third quarter fund sales table.

How to overcome income fund concentration risk

Fund selectors have warned that concentration risk still represents a major headwind for income investors.

Artemis launches Global Equity Income fund

New fund will be managed by AAA-rated Jacob de Tusch-Lec.

Artemis’s de Tusch-Lec buys Reits for Europe QE protection

Artemis Global Income manager Jacob De Tusch-Lec has been buying European real estate investment trusts (Reits) to benefit from anticipated yield compression.

...more...

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