Artemis Funds (Lux) – Global Focus

The Artemis Funds (Lux) – Global Focus fund is a concentrated, high-conviction fund that aims to grow real wealth by investing in a portfolio of 25 to 35 quality stocks worldwide: companies with strong positions in their markets, excellent balance sheets and sustainable pricing power.

• High-quality stocks: to identify attractive investments, the team identifies a number of long-term global growth trends. They then construct a small high-conviction portfolio of high-quality companies that they believe can benefit from these trends.
• Global advantage: taking a global approach allows the managers to consider how a trend seen in one part of the world might benefit companies elsewhere. The managers seek to spread investment risk across the world.
• Principled and pragmatic: the fund focuses on companies run for the long term, avoids those with poor governance and doesn’t invest in stocks whose fortunes depend on short-term economic fluctuations. We use our shareholder votes to influence corporate culture and governance.
• Value-conscious stock-picking: strong companies only represent good investments when they are bought at the right price. A disciplined approach to valuation ensures that the managers exercise patience, investing only when they believe the time is right.
• Lower volatility than its peers: the managers have a disciplined valuation process and consider how much a stock might fall in value as well as rise. They may also hold up to 20% of fund’s assets in cash when valuations appear to be unreasonably high. The result is a fund that aims to reduce capital loss when markets fall.
• ESG integration: the fund integrates ESG factors; for more information, visit Integrating investment and stewardship