17 Sep 2020
The managers of the Artemis Global Income Fund seek to grow both income and capital over a five year period by investing worldwide in companies that pay out profits as dividends. They look for firms around the world that they believe will generate strong profits and grow their dividends over time.
However, the value of any investment, and any income from it, can rise and fall with movements in stockmarkets, currencies and interest rates. This could mean investors may not get back the amount they originally invested.
Medium to large companies: The managers invest primarily in medium-sized and large – rather than extra-large – companies. They believe these companies have greater potential to provide income and capital growth.
Focused approach: the portfolio contains around 60-90 company shares from around the world, selected from a universe of over 5,000 shares. The managers look for companies they believe can keep growing their dividends.
Flexibility: the managers have the flexibility to adapt the fund when conditions in the market change.
Designed to complement UK holdings: the fund is intended to sit alongside rather than replace investors’ existing UK income holdings.
Jacob de Tusch-Lec
Fund manager, since launch
Jacob has managed Artemis’ global income strategies since July 2010.
Sam is a fund manager in Artemis’ Global Income team.
James is a fund manager in Artemis’ Global Income team.