Artemis Income Fund

Select share classes

Artemis Income Fund I Acc

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

£7.7046

arrow-up£0.139 (+1.84%)

Fund Code

ATIFA

B2PLJH1

GB00B2PLJH12

Prices updated as at 20 May 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 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 Day1.841.51
1 Month8.588.39
3 Months3.353.20
6 Months13.557.67
1 Year14.255.52
3 Years annualised12.197.26
5 Years annualised14.0610.56
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.