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Artemis Global Income - New rating
The fund’s objective is to achieve a rising income combined with capital growth by investing primarily in global equities. The portfolio consists principally of large and mid-cap companies with market capitalisations in excess of US $1 billion.
The manager, Jacob de Tusch-Lec is assisted by a dedicated analyst and benefits from highly experienced colleagues on other desks. The fund is approaching its fifth anniversary and has outperformed the benchmark, the MSCI AC World Index, since inception as well as during each one of the discrete one-year periods.
It benefits from a higher weighting to mid-cap stocks than its peer group, as well as a more dynamic investment approach. The manager selects stocks from three main equity categories, including lower risk higher yielding ‘core’ companies, ‘growth’ stocks and higher risk special situations stocks. The manager will adjust the weightings to these to suit market conditions. The fund is typically more aggressive compared to the peer group and has a higher volatility.
Tilney Bestinvest has assigned a three star rating to the Artemis Global Income fund. This fund will appear on our Top-Rated Funds’ list.
Funds may carry different levels of risk depending on the industry sector(s) in which they invest. You should ensure that you understand the nature of any fund before you invest in it.