Changes to investment policy, strategy and benchmark of Artemis Positive Future Fund

Last updated 1 February 2025

On 1 February 2025, changes were made to the investment policy, strategy and benchmark of Artemis Positive Future Fund:

1. Amendments to the Fund’s investment strategy

The Fund’s current investment strategy was amended to reflect:

i. the Fund Manager’s holistic assessment of positive impact;

ii. the removal of emphasis on identifying companies disrupting established industry incumbents through innovation; and

iii. a broader emphasis on Artemis’s investor impact, i.e. value that can be derived from active, constructive engagement with companies.

2. Amendments to the Fund’s exclusions

The Fund’s tobacco exclusion was changed to prevent investment in tobacco producers only, not any tobacco-related business activities.
The Fund’s animal testing, genetic modification, biodiversity and nuclear-power screens were removed.

Change of comparator benchmark

The Fund’s comparator benchmark changed from MSCI ACWI Index to MSCI ACWI Mid Cap Index.

Further information

If you are uncertain about the details of this change, we recommend that you consult a professional adviser.

If you have any questions about the information, please contact our Fund Service Centre on 0800 092 2051 (outside the UK +44 1133 604500) between 8:00am and 6:00pm (Monday to Friday) or by email at [email protected].

List of affected share classes

Class F Accumulation GBP (ISIN: GB00BMVH5755)
Class F Income GBP (ISIN: GB00BMVH5862)
Class I Accumulation GBP (ISIN: GB00BMVH5979)
Class I Income GBP (ISIN: GB00BMVH5B96)