Artemis Global Income Fund I Acc

Category Global Equity Income

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£2.2795

arrow-up£0.015 (+0.66%)

Fund Code

ATGBA

B5ZX1M7

GB00B5ZX1M70

Prices updated as at 26 Sep 2024

Prices in GBP

Investment objective

The fund aims to grow both income and capital over a five year period. The Fund invests 80%-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.

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.

Company name

Artemis Fund Managers Limited

Fund launch date

19 Jul 2010

Domicile

United Kingdom

UCITS

Yes

Fund manager

Jacob de Tusch-Lec

Manager start date

19 Jul 2010

Fund manager biography

Jacob has managed the Artemis Global Income Fund since launch in July 2010 and the Artemis Global Equity Income Fund since launch in June 2015. He has also managed, with James Foster, the Artemis Monthly Distribution Fund since its launch in May 2012. Having joined Artemis in 2005, he managed the Artemis Capital Fund from January 2006 until June 2010. Jacob began his career in 1998 at BankInvest, one of Scandinavia's largest independent fund managers. In 2002 he joined Merrill Lynch as vice-president of pan-European equity strategy. Jacob holds a BA and an MSc in economics from the University of Copenhagen; and an MBA from the Stern School of Business at New York University (NYU). He is a member of Artemis' executive committee.

Fund manager

James Davidson

Manager start date

01 Apr 2020

Fund manager biography

After a BA in Economics from the University of Sussex (1992) and a MSc in Economic History from the University of Oxford (1993), James joined Baillie Gifford as an analyst in the US equities team. He then moved to Morgan Grenfell as an analyst and, latterly, a manager of US equities before 13 years at Bank of America Merrill Lynch, where he co-founded and later ran BAML’s global equity sales team. In 2013 James became a portfolio manager at JP Morgan, where he ran global equity income portfolios. He joined Artemis’ Global Income team in 2018. James is a CFA charterholder.

Head office

Artemis Fund Managers Limited

57-59 St James’s Street

London

United Kingdom

SW1A 1LD

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