Update to the investment policy and strategy statement of Artemis Global Select Fund

We updated the investment policy and strategy statement of Artemis Global Select Fund on 8 March 2022 to include details of negative screening (exclusions) that will determine certain investments that cannot be included in the fund.

Last updated 8 March 2022

Companies determined by the manager to be significantly involved in the following types of business activities will be excluded as part the investment process: tobacco, gambling, weapons and fossil fuels.

The unitholder notice available below shows the updated investment policy and strategy statement and has further details about the changes.

Why has Artemis made these changes?

The updates to the investment policy and strategy statement are intended to formalise the exclusions into the Fund’s investment policy.

None of the Fund’s portfolio holdings will need to be sold as a result, nor will there be any change in the Fund’s investment strategy and the operation and/or manner in which the Fund is being managed following these changes.

How are investors impacted by this change?

As explained above, there should be no impact on investors as a result of these changes and there will be no change to the way in which the Fund is managed, other than the introduction of exclusions as part of the investment process.

Artemis Investment Management LLP, the Fund’s Investment Advisor, will bear the cost of the expenses incurred in making these updates.

Further information

For further information, please contact our Client Services team:

  • 0800 092 2051 (outside the UK +44 1268 445 401) between 8am and 6pm (Monday to Friday)
  • [email protected]

Related documents

List of affected unit classes

  • Class C accumulation GBP ISIN GB00BHL2BP55
  • Class I accumulation GBP ISIN GB00B568S201
  • Class I distribution GBP ISIN GB00BJMD6S90
  • Class J accumulation GBP ISIN GB00BMXN2B44
  • Class J distribution GBP ISIN GB00BMXN2C50
  • Class R accumulation GBP ISIN GB00B5QKCK29