Artemis Income Fund

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Price
208.55p

Historic yield
4.57%

As at
17 Sep 2020

ISIN
GB00B2PLJJ36

The Artemis Income Fund's aim is simple – to provide investors with a steady and growing income along with long-term capital growth. The fund mainly invests in companies listed in the UK, but it does have the flexibility to invest overseas when attractive opportunities arise. Its holdings tend to be stable, well-established businesses with the financial strength to pay solid dividends to their shareholders.

  • Regular income: the managers look for companies with strong positive cashflows and that are likely to produce a good dividend yield.
  • Experienced team: managers Adrian Frost, Nick Shenton and Andy Marsh have many years’ experience of managing income funds.
  • Well-diversified: the fund holds 50 to 70 stocks and the managers seek to avoid over-exposure to any one industry or company. Position sizes reflect the level of expected return from each stock and the managers’ confidence in the company.

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Investment team

Adrian Frost

Adrian Frost

Fund manager, since January 2002

Adrian co-manages Artemis’ UK equity income strategies.

Nick Shenton

Nick Shenton

Fund manager, since October 2012

Nick manages income mandates alongside Adrian Frost and Andy Marsh.

Andrew Marsh

Andy Marsh

Fund manager, since February 2018

Andy works alongside Adrian Frost and Nick Shenton as part of Artemis’ income team.

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Key facts

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Investment policy

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