Change to name, investment policy and negative screens of Artemis Funds (Lux) – Global Select
Updated 6 Aug 2024
The Board of Directors of the Fund decided to repurpose the Sub-Fund to focus on investing in a concentrated, high conviction portfolio of 25 to 35 companies and change the name of the Sub-Fund to better describe the Sub-Fund’s more focussed strategy, as follows:
Existing name |
New name |
---|---|
Artemis Funds (Lux) – Global Select | Artemis Funds (Lux) – Global Focus |
In addition, the Sub-Fund’s details in Appendix III of the prospectus of the Fund (the "Prospectus") was updated to reflect amendments to the Sub-Fund’s investment process, specifically the negative screening restrictions. The Sub-Fund’s pre-contractual disclosure for financial products have been updated accordingly.
These changes took effect on 6 August 2024.
Further information
The changes in this notice took effect on the 6 August 2024 update of the Prospectus and Key Information Documents. Copies of these may be obtained from www.artemisfunds.com. If you are uncertain about the contents of this notice, we recommend that you consult a professional adviser. If you have any questions about the changes or would like further information, please contact the Fund’s administration agent by email at [email protected].
German and Austrian investors: The Prospectus, together with the Supplements, the Key Information Documents, the articles of incorporation of the Fund and the annual and semi-annual reports of the Fund, 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 Agent: 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.
Swiss investors: In Switzerland, the Prospectus, the Key Information Documents, the articles of incorporation, the annual and semi-annual reports of the Fund may be obtained free of charge from the Swiss Representative and Paying Agent CACEIS Bank, Montrouge, Zurich branch / Switzerland, Bleicherweg 7, CH-8027 Zurich.
Terms not defined in this notice have the same meaning in the Prospectus.
Related documents
Letter to shareholders dated 1 July 2024 (PDF opens in new window)
List of affected share classes:
Artemis Funds (Lux) – Global Select
- Class I Accumulation USD (ISIN: LU2042657713)
- Class I Accumulation EUR (ISIN: LU1846577911)
- Class I Accumulation GBP (ISIN: LU2042657473)
- Class FI Accumulation GBP (ISIN: LU2042657390)
- Class FI Accumulation GBP (ISIN: LU2042657986)
- Class FB Accumulation EUR (ISIN: LU2085684855)
- Class FI Accumulation USD (ISIN: LU2417591133)