Update to the investment policy of Artemis Funds (Lux) – US Extended Alpha

Updated 30 June 2023

We changed the investment policy of Artemis Funds (Lux) – US Extended Alpha (sub-fund) to include details of negative screening (exclusions) that will take place at the outset of the sub-fund’s investment process. We also included additional information about the manager’s strategy including information about environmental, social, and governance (ESG) factors and sustainability considerations.

What has changed?

While there are updates have been made to the prospectus and the investment policy of the sub-fund, no changes were made to the way in which the sub-fund is managed.

The updates provide additional information about the manager’s strategy including details of negative screening (exclusions) that take place at the outset of the sub-fund’s investment process and information about environmental, social, and governance (ESG) factors and sustainability considerations.

As a result of these changes the sub-fund gained Article 8 status under the Sustainable Finance Disclosure Regulation.

Why has Artemis made these changes?

We aim to communicate clearly with investors. An important part of that is describing how we manage investments as transparently as we can. The changes to the investment policy of the sub-fund are intended to provide more information about how the sub-fund is managed, especially with regard to environmental, social, and governance (ESG) factors and sustainability considerations.

When did the changes take place?

The changes came into effect on 30 June 2023.

How will you be impacted by these changes?

There should be no impact on you as a result of the updates.

Further information

Contact our administration team on +352 28 29 41 52 between 9am and 6pm CET (Monday to Friday) or [email protected].

For investors in Germany and Austria

The Prospectus, together with the Supplements, the Key Investor Information Documents, the Constitution of the Company and the annual and semi-annual reports of the Company, each in paper form, as well as the issue, repurchase and any exchange prices are available and may be obtained free of charge at the office of the Austrian Facility: FE Fundinfo, 77 Rue du Fossé, 4123 Esch-sur-Alzette, Luxembourg and at the office of the German Information Agent: GerFIS – German Fund Information Service GmbH, Zum Eichhagen 4, 21382 Brietlingen, Germany.

For investors in Switzerland

The Prospectus, the Key Investor Information Documents, the statutes, the annual and semi-annual reports of the Company may be obtained free of charge from the Swiss Representative and Paying Agent, RBC Investor Services Bank S.A., Esch-sur-Alzette, Zurich Branch, Bleicherweg 7, CH-8027 Zurich. This document may only be distributed in Switzerland to qualified investors within the meaning of Art. 10 para. 3 to 3ter CISA.

Related documents

(Documents are PDFs and open in a new window)

• Letter to shareholders of the Artemis Funds (Lux) – US Extended Alpha, dated 30 May 2023

Affected share classes