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Artemis Global Income

Ranked 1 out of 43 in - Global Equity Income over 12 months
All calculations are in GBP

Managed by

Jacob de Tusch-Lec

Jacob de Tusch-Lec is currently a portfolio manager at Artemis having 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.


"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."


Global Equity Income over : 31/08/2013 - 31/08/2014
  • Rank 1/43 Total Return
  • Rank 22/43 Standard Deviation
  • Rank 4/43 Max Drawdown
Fund Name Return
1 Artemis Global Income R Inc


2 Barclays GA - Global Equity Income M Inc GBP


3 JPM Global Equity Income A Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged


4 Sarasin Global Higher Dividend GBP Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged


5 Lazard Global Equity Income Ret Acc


Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 8.7% 3.8% 2.8% 1.9%
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 18.4% 6.1% 11.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
AbbVie Inc ORD 3.70
Blackstone Group LP 2.78
CTT Correios de Portugal SA ORD 2.58
Ryder System Inc ORD 2.36
Royal Bank of Canada ORD 2.32
Statoil ASA ORD 2.14
Mitsubishi UFJ Financial Group Inc ORD 2.13
Pfizer Inc ORD 1.91
Verizon Communications Inc ORD 1.87
Guangdong Investment Ltd ORD 1.80

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/07/2010
  • Share Class size1,145Mn
  • Base currencyGBP

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment5,000


  • Annual management1.5%
  • Initial investment5.25

Related News

Artemis unveils global income fund

Artemis has brought its Global Income fund to market, managed by Jacob de Tusch-Lec.

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