Artemis Institutional Equity Income Fund

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Mid price
90.01p

Historic yield
3.65%

As at
25 May 2017

ISIN
GB00B06T3N48

The Artemis Institutional Equity 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 has the flexibility to invest overseas when attractive opportunities arise. Its holdings tend to be stable, well-established businesses.

  • Regular income: the managers look for companies with a strong free cashflow and that are likely to produce a good dividend yield.
  • Reliable returns: the companies in which the fund invests tend to be large, secure, financially stable and well-established businesses.
  • A safe pair of hands: managers Adrian Frost and Nick Shenton have many years’ experience of managing income funds.
  • Well-diversified: the fund holds a well-diversified portfolio of between 60 and 100 stocks and is not overly exposed to any one industry or company. Position sizes in the fund reflect the upside potential in a stock and the managers’ level of conviction – not a company’s weighting in the index.

Adrian Frost

Introducing the Artemis Institutional Equity Income Fund

Adrian Frost explains how he and fellow manager Nick Shenton manage the Institutional Equity Income Fund.

Fund managers

Adrian Frost

Adrian Frost

Since January 2002

Adrian manages the Artemis Income Fund, which he took over when he joined the firm in January 2002

Nick Shenton

Nick Shenton

Since July 2014

Nick manages income mandates alongside Adrian Frost.

Key facts