Artemis Income Fund

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Price
251.72p

Historic yield
3.72%

As at
07 Dec 2021

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 typically 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.
  • ESG integration: the fund’s approach to environmental, social and governance factors is founded on a belief that good or improving environmental and social credentials can lead to improved financial outcomes (ie more sustainable long-term cashflows), a lower cost of capital and better long-term share-price performance.

The fund’s approach to responsible investing

Read about our approach to responsible investing for more details and how our funds are assessed.

Source: Artemis as at 28 June 2021.

Investment team

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Key facts

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Investment policy

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