Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Artemis Global Income

Ranked 53 out of 98 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

"The fund will seek to achieve a rising income combined with capital growth primarily from a portfolio of equities selected on a global basis. The manager actively manages the portfolio in order to achieve the objective with exposure to company shares, fixed interest securities and derivative instruments as appropriate. The manager will not be restricted in respect of choice of investment either by company size or industry, or in terms of the geographical split of the portfolio."

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.9%
2017 10.8% 6.4% -2.5% 1.5% 5.2%
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

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/07/2010
  • Share Class size4,055Mn
  • Base currencyGBP
  • ISIN GB00B5VLFH80

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.25

Related News

Portfolio picks: 19 funds you need to know about

The Citywire Selection team outline their latest 'Star Pick' funds, covering all the major investment areas.

Sector Inspector: Global equity income beset by dividend doubts

The global equity income appears to be offering steady growth but in fact is struggling to produce enduring dividends.

How using yield can create retirement certainty

IFA Matthew Clark helps a client preserve her retirement income  by investing across a diverse portfolio, with a focus on preserving capital.

Adviser Profile: Kim Barrett of Barretts Financial Solutions

Kim Barrett is targeting clients with Barretts Financial Solutions’ wealth management service to grow recurring income

Beware bond proxies: equity managers urge investors to avoid quick fixes

Six equity fund managers highlight the dangers for income-hungry investors of following fashion into defensive equities with high yields but low dividend growth prospects

Why you should go global to grow your dividends

Given low dividend yields in the US and Japan, investors seeking international equity income should look again at emerging markets, South Africa and Saudi Arabia.

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