Artemis Income Fund

The Artemis Income Fund's aim is simple – to grow income and capital over five years. The fund mainly invests in companies listed in the UK but it can hold up to 20% of the portfolio in the shares of companies listed outside the UK. 

The managers look for stable, well-established businesses with strong cash flows and the financial strength to pay a share of their after-tax earnings to shareholders as dividends. It should be remembered, however, that the value of the fund’s holdings and the income from them may fall as well as rise with movements in stockmarkets, currencies and interest rates. 

• Regular income: the managers look for companies with the ability to generate strong cash flows that allow the companies to pay dividends. 
• Experienced team: managers Adrian Frost, Nick Shenton and Andy Marsh have many years’ experience of managing income funds. 
• Diversified: the fund typically contains 45 to 55 stocks. The managers seek to avoid what they believe is too much exposure to any one industry or company. The size of each holding reflects the managers’ level of expected return from a company share and their confidence in the company, not the company’s size. 
• An eye on liquidity: the managers monitor the ability to buy and sell company shares held within the fund with the aim of mitigating liquidity risk. Liquidity risk occurs when an investment cannot be traded quickly enough without impacting its price. 
• ESG integration: the fund integrates ESG factors; for more information, visit Integrating investment and stewardship