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Changes to exclusions (negative screening) of certain sub-funds of Artemis Funds (Lux)

Last updated 10 October 2025

On 10 October 2025, changes were made to the exclusions of the following sub-funds:

i. Artemis Funds (Lux) – US Select;
ii. Artemis Funds (Lux) – US Smaller Companies;
iii. Artemis Funds (Lux) – US Extended Alpha;
iv. Artemis Funds (Lux) – Global High Yield Bond;
v. Artemis Funds (Lux) – Short-Dated Global High Yield Bond; and
vi. Artemis Funds (Lux) – SmartGARP Global Emerging Markets Equity. 

 

1) Amendments to the weapons screens

The conventional weapons screen was removed for:

  • Artemis Funds (Lux) – US Select;
  • Artemis Funds (Lux) – US Smaller Companies;
  • Artemis Funds (Lux) – US Extended Alpha;
  • Artemis Funds (Lux) – Global High Yield Bond; and 
  • Artemis Funds (Lux) – Short-Dated Global High Yield Bond.

References to the nuclear weapons screen were removed for:

  • Artemis Funds (Lux) – SmartGARP Global Emerging Markets Equity;
  • Artemis Funds (Lux) – US Select;
  • Artemis Funds (Lux) – US Smaller Companies;
  • Artemis Funds (Lux) – US Extended Alpha;
  • Artemis Funds (Lux) – Short-Dated Global High Yield Bond; and
  • Artemis Funds (Lux) – Global High Yield Bond.

There were no changes to the controversial weapons screen, which remains in place on the sub-funds.

2) Amendments to the tobacco screen

The revenue threshold for screening out companies that produce tobacco was reduced from 5% to 0% for:

  • Artemis Funds (Lux) – US Select;
  • Artemis Funds (Lux) – US Smaller Companies;
  • Artemis Funds (Lux) – US Extended Alpha;
  • Artemis Funds (Lux) – Global High Yield Bond; and
  • Artemis Funds (Lux) – Short-Dated Global High Yield Bond.

3) Amendments to the UN Global Compact principles on human rights, labour rights, the environment and anti-corruption (“UN Global Compact”) violations screen

The UNGC violations screen is now applied to Artemis Funds (Lux) – SmartGARP Global Emerging Markets Equity.

There were no changes to the other exclusions of the sub-funds. 

Related documents

List of affected share classes

 Artemis Funds (Lux) – Global High Yield Bond
 Class I Quarterly Accumulation GBP Hedged  LU2031174779
 Class I Quarterly Accumulation EUR Hedged  LU2031174936
 Class I Quarterly Accumulation USD  LU2031175156
 Class FI Quarterly Distribution GBP Hedged  LU2061967696
 Class FB Quarterly Accumulation GBP Hedged  LU2061967779
 Class B Quarterly Accumulation GBP Hedged  LU2031175313
 Class FI Quarterly Accumulation USD  LU2061968314
 Class FI Quarterly Accumulation EUR  LU2417591059
 Class I Quarterly Distribution EUR Hedged  LU2031175073
 Class I Quarterly Distribution USD  LU2031175230
Artemis Funds (Lux) – Short-Dated Global High Yield Bond
Class FI Quarterly Accumulation GBP Hedged LU1988889231
Class FI Quarterly Distribution GBP Hedged LU1988889314
Class I Quarterly Accumulation GBP Hedged LU1988889587
Class I Quarterly Accumulation EUR Hedged LU1988889744
Class I Quarterly Accumulation USD LU1988890080
Class FI Quarterly Accumulation EUR Hedged LU2019396741
Class FI Quarterly Distribution EUR Hedged LU2019397046
Class FI Quarterly Accumulation USD LU2019397558
Class B Quarterly Accumulation USD LU1988890759
Class I Quarterly Distribution GBP Hedged LU1988889660
Class B Quarterly Accumulation GBP Hedged LU1988890247
Class FI Quarterly Accumulation EUR LU2417591216
Class I Quarterly Distribution USD LU1988890163
Class I Quarterly Distribution EUR Hedged LU1988889827
Artemis Funds (Lux) – SmartGARP Global Emerging Markets Equity
Class I Accumulation EUR LU1846577168
Class I Accumulation USD LU1846577242
Class FI Accumulation GBP LU1893897790
Class B Accumulation USD LU1922101511
Class B Accumulation EUR LU2244289877
Class I Distribution GBP LU2498148571
Class I Distribution USD LU2852994032
Class A Accumulation USD LU2928617617
Artemis Funds (Lux) – US Extended Alpha
Class I Accumulation GBP Hedged LU1893893021
;Class I Accumulation EUR Hedged LU1893893294
Class I Accumulation EUR LU1846577598
Class FI Accumulation EUR LU1893893450
Class I Accumulation GBP LU1893893534
Class I Accumulation USD LU1893893708
Class B Accumulation USD LU1893894342
Class A Accumulation EUR Hedged LU1893896479
Class A Accumulation EUR LU1893896552
Class A Accumulation USD LU1893896636
Class B Accumulation CHF Hedged LU1922101602
Class B Accumulation EUR Hedged LU1896773915
Class B Accumulation EUR LU1896774301
Class I Accumulation CHF Hedged LU1922101784
Class B Accumulation GBP LU1896774566
Artemis Funds (Lux) – US Select
Class I Accumulation USD LU1893896800
Class I Accumulation EUR LU1846577754
Class FI Accumulation EUR LU1893897105
Class I Accumulation GBP LU1893897287
Class I Distribution GBP LU1893897444
Class A Accumulation USD LU1901909272
Class A Accumulation EUR Hedged LU1896775027
Class I Accumulation EUR Hedged LU1896775290
Class B Accumulation USD LU1896775456
Class B Accumulation EUR LU1896775613
Class I Distribution USD LU2245289579
Artemis Funds (Lux) – US Smaller Companies
Class FI Distribution GBP LU1805265011
Class FI Distribution USD LU1807320558
Class I Accumulation EUR LU1805264980
Class I Accumulation USD LU1805264717
Class B Accumulation USD LU1805264634
Class A Accumulation USD LU1901908894
Class B Accumulation EUR LU1805264808
Class FI Accumulation USD LU1955026684
Class I Accumulation GBP LU2262941987
Class I Distribution GBP LU2992297346