Here you’ll find a list of recent and forthcoming changes across our fund range. This includes fund and share class mergers or transfers, fund manager appointments, changes to fund objectives and or names, and changes that may occur as a result of regulatory initiatives.
Changes to names of funds using the SmartGARP® investment process
Last updated 4 January 2021
The names of certain Artemis funds are due to change on 8 February 2021.
Transition from IBORs
Last updated 10 December 2020
Artemis is working to ensure there is minimal impact to our clients as a result of changes to IBORs. You do not need to take any action, and we will contact relevant clients in due course about any changes to our funds which we intend to make as a result.
Changes to investment policy of Artemis Target Return Bond Fund
Last updated 19 October 2020
We made some changes to the investment policy of Artemis Target Return Bond Fund. The amendments aim to provide the managers with wider scope to reflect more effectively their individual and collective views on the underlying opportunities in their chosen markets.
Members’ voluntary liquidation of Artemis VCT plc
Last updated 16 November 2020
At a general meeting of Artemis VCT plc, held on 30 September 2020, shareholders voted to approve the members’ voluntary liquidation of the Company with effect from 1 October 2020.
Artemis Global Equity Income Fund merger
Last updated 13 July 2020
On 10 July 2020, the Artemis Global Equity Income Fund was merged with the Artemis Global Income Fund.
Closure of Artemis Pan-European Absolute Return Fund
Last updated 20 May 2020
Artemis Pan-European Absolute Return Fund closed on 20th May 2020.
Changes to the Artemis Investment Funds ICVC Prospectus
Last updated 30 April 2020
We have made some changes to the prospectus to clarify that sub-funds of Artemis Investment Funds ICVC may invest over 35% of the scheme property in certain government and public security issuers.
Artemis’ fund range – Update to investment objectives and policies
Last updated 30 April 2020
As part of its market study into the asset management industry, the Financial Conduct Authority (FCA) found that the investment objectives and policies of investment funds could be difficult for investors to understand. We have therefore updated the investment objectives and policies across a number of our funds.
Artemis US Equity Fund merger
Last updated 15 February 2020
On 14 February 2020, the Artemis US Equity Fund was merged with the Artemis US Select Fund.
Artemis Global Energy Fund transfer
Last updated 1 August 2019
This fund transferred to Guinness Asset Management Ltd on 31 July 2019.
Changes to our charges and pricing
Last updated 1 February 2019
On the 1 February 2019, Artemis made two changes to how its funds operate. Fund charges moved from variable expenses to an administration fee, with a discount applied based on fund size. Additionally, our unit trust funds changed from a dual to single pricing basis.