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Artemis Funds (Lux) – Global Focus

Price
€1.2905

As at
30 Apr 2025

ISIN
LU1846577911

About this fund

The Artemis Funds (Lux) – Global Focus fund is a concentrated, high-conviction fund that aims to grow real wealth by investing in a portfolio of 25 to 35 quality stocks worldwide: companies with strong positions in their markets, excellent balance sheets and sustainable pricing power.

  • High-quality stocks: to identify attractive investments, the team identifies a number of long-term global growth trends. They then construct a small high-conviction portfolio of high-quality companies that they believe can benefit from these trends.
  • Global advantage: taking a global approach allows the managers to consider how a trend seen in one part of the world might benefit companies elsewhere. The managers seek to spread investment risk across the world.
  • Principled and pragmatic: the fund focuses on companies run for the long term, avoids those with poor governance and doesn’t invest in stocks whose fortunes depend on short-term economic fluctuations. We use our shareholder votes to influence corporate culture and governance.
  • Value-conscious stock-picking: strong companies only represent good investments when they are bought at the right price. A disciplined approach to valuation ensures that the managers exercise patience, investing only when they believe the time is right.
  • Lower volatility than its peers: the managers have a disciplined valuation process and consider how much a stock might fall in value as well as rise. They may also hold up to 20% of fund’s assets in cash when valuations appear to be unreasonably high. The result is a fund that aims to reduce capital loss when markets fall.
  • ESG integration: the fund integrates ESG factors; for more information, visit Integrating investment and stewardship
The fund was previous named Artemis Funds (Lux) – Global Select. It changed name on 6 August 2024 and at the same time, its investment policy and negative screens changed. View details of the changes .

 

The fund promotes environmental and social characteristics, as defined by Article 8 of the EU Sustainable Finance Disclosure Regulation (SFDR)

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Investment insights

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Performance
Past performance is not a guide to the future

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Composition

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Fund data

Key facts

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Objective

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Risks

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