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

£7.4411

arrow-up£0.019 (+0.25%)

Fund Code

ATIFA

B2PLJH1

GB00B2PLJH12

Prices updated as at 02 May 2025
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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.

Annual performance (%)

YearThis fundUK Equity Income
31 Mar 14 - 31 Mar 1510.579.35
31 Mar 15 - 31 Mar 16-1.98-1.08
31 Mar 16 - 31 Mar 1716.7114.75
31 Mar 17 - 31 Mar 184.70-0.49
31 Mar 18 - 31 Mar 193.013.33
31 Mar 19 - 31 Mar 20-16.23-21.58
31 Mar 20 - 31 Mar 2132.9128.27
31 Mar 21 - 31 Mar 2210.2810.32
31 Mar 22 - 31 Mar 232.07-0.71
31 Mar 23 - 31 Mar 2412.607.37
31 Mar 24 - 31 Mar 2511.736.14

Trailing returns (%)

YearThis fundUK Equity Income
1 Day0.250.62
1 Month3.462.20
3 Months0.22-0.75
6 Months10.763.27
1 Year15.026.70
3 Years annualised10.315.48
5 Years annualised13.7610.03
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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