Changes to the Name and Investment Policy of Artemis Funds (Lux) - US Select

On 14 April 2026, the fund was repositioned to focus on investment in a high-conviction, concentrated portfolio of 25 to 40 companies. The fund was renamed to better represent this focused investment approach – as Artemis Funds (Lux) – US Focus.

The investment policy of the fund was also revised to state that the fund expects to invest in the equities of between 25 and 40 companies. 

In addition, the Base Fund Management Fee of the FB and FI Share Classes of the fund was reduced to 0.50%. The Prospectus will also be updated to clarify that the Fund is unrestricted in terms of market capitalisation and may invest up to 10% of Net Asset Value in other collective investment schemes, and also up to 15% of Net Asset Value in closed-ended Real Estate Investment Trusts (REITs) listed on Regulated Markets.

These changes took effect on 14 April 2026.

Related documents  

• Letter to shareholders dated 11 March 2026 (PDF, opens in a new window)

List of affected share classes