Invests predominantly in large and mid-cap equities worldwide
Prices as at 01 Jul 2022.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
|Sector||Global Equity Income|
|Dividends paid||31 Mar, 30 Sep|
|Standard Initial Charge||0%|
|Initial Charge Via BestInvest||0%|
|Additional Bid/Offer Spread||0%|
|Annual Management Charge||0.75%|
|Ongoing Charges Figure||0.83%|
The investment universe is comprised of around 8,000 companies with a market capitalisation in excess of $1 billion. Ideas are generated primarily from running a number of quantitative screens based on more than 30 filters. Stock ideas also come from top-down analysis and formation of global themes as well as interaction with other fund managers within Artemis and a list of selected brokers. The top-down macro is combined with bottom-up stock selection, as the manager believes stock selection alone will fail to take into account important global trends. The manager has the freedom to invest in both large and mid-sized companies and will select from three main buckets: core companies (quality/value plays) with higher yield, lower dividend growth and lower risk; growth stocks (quality/cyclical) with relatively low yield, high dividend growth, and moderate risk; risk/special situations (value/cyclicals) - typically higher yielding companies with moderate dividend growth and higher risk. Allocation to each of the three buckets will range between 40-60%, 20-40% and 10-30% respectively. Stock turnover is high.
Past performance is not a guide to future performance. View full risk warning