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Artemis Global Income

Ranked 64 out of 86 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Jacob de Tusch-Lec

Jacob de Tusch-Lec is currently a portfolio manager at Artemis having joined the group in 2005. Jacob started his investment career at Copenhagen-based BankInvest and served as portfolio manager. In 2002 he moved to Merrill Lynch’s global macro research department as vice president of pan-European equity strategy. Jacob holds a BA and an MSc in Economics from the University of Copenhagen. He also holds an MBA in International Economics and Finance from New York University.

Objective

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 31/12/2015 - 31/12/2016
  • Rank 64/86 Total Return
  • Rank 78/86 Standard Deviation
  • Rank 81/86 Max Drawdown
Fund Name Currency Loss
79 MFS Meridian Funds-Global Equity Income WH1 GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.0%

80 Neptune Global Income F Acc GBP GBP

-5.4%

81 Artemis Global Income R Inc GBP

-5.4%

81 Artemis Global Equity Income I Acc GBP GBP

-5.4%

83 Pictet-High Dividend Selection-P EUR GBP

-5.5%

Total Return

Quarterly Performance

to 30/12/2016 Annual Q1 Q2 Q3 Q4
2016 21.7% 0.0% 2.0% 10.0% 8.5%
2015 6.2% 10.4% -4.9% -4.9% 6.4%
2014 12.6% 3.8% 2.8% 1.6% 3.9%
2013 33.4% 21.9% -1.4% 2.0% 8.8%
2012 15.3% 8.2% -3.5% 6.8% 3.5%
2011 -4.9% 3.7% 0.8% -14.6% 6.5%
2010 11.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2016

Top 10 Holdings

Stock Size
TLG Immobilien AG ORD 2.52
Pfizer Inc ORD 2.28
Johnson & Johnson ORD 2.26
Aberdeen Asset Management PLC ORD 2.02
General Motors Co ORD 1.97
DFDS A/S ORD 1.96
Sekisui House Ltd ORD 1.93
AbbVie Inc ORD 1.89
Rai Way SpA ORD 1.87
Skycity Entertainment Group Ltd ORD 1.86
31/07/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/07/2010
  • Share Class size3,200Mn
  • Base currencyGBP
  • ISIN GB00B5VLFH80

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment5.25

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).