Artemis Income Fund

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Artemis Income Fund I Acc

Category UK Equity Income
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£7.2142

arrow-down£-0.036 (-0.49%)

Fund Code

ATIFA

B2PLJH1

GB00B2PLJH12

Prices updated as at 21 Mar 2025
|
Prices in GBP
Investment objective
The objective of the fund is to grow both income and capital over a five year period. The fund invests 80% to 100% in company shares and up to 20% in bonds, cash and near cash, other transferable securities, other funds (up to 10%) managed by Artemis and third party funds, money market instruments, and derivatives. The fund may use derivatives for efficient portfolio management purposes to reduce risk and manage the fund efficiently. The fund invests at least 80% in the United Kingdom and up to 20% in other countries.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

YearThis fundUK Equity Income
31 Dec 14 - 31 Dec 155.226.33
31 Dec 15 - 31 Dec 1610.488.76
31 Dec 16 - 31 Dec 1712.5810.73
31 Dec 17 - 31 Dec 18-9.79-10.56
31 Dec 18 - 31 Dec 1923.0318.95
31 Dec 19 - 31 Dec 20-6.74-12.56
31 Dec 20 - 31 Dec 2116.1717.81
31 Dec 21 - 31 Dec 220.40-3.44
31 Dec 22 - 31 Dec 239.786.76
31 Dec 23 - 31 Dec 2415.128.08

Trailing returns (%)

YearThis fundUK Equity Income
1 Day-0.49-0.51
1 Month-3.39-1.56
3 Months4.773.64
6 Months4.630.11
1 Year14.199.18
3 Years annualised9.175.52
5 Years annualised15.9312.45
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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