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Artemis Global Income

Ranked 19 out of 73 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 : 31/12/2014 - 31/12/2015

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
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

30/11/2015

Top 10 Holdings

Stock Size
Apple Inc ORD 2.63
DFDS A/S ORD 2.58
General Electric Co ORD 2.46
Bezeq Israeli Telecommunication Corp Ltd ORD 2.45
Northrop Grumman Corp ORD 2.14
Amundi SA ORD 1.99
CTT Correios de Portugal SA ORD 1.97
Rai Way SpA ORD 1.81
TLG Immobilien AG ORD 1.79
Euskaltel SA ORD 1.76
30/11/2015

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/07/2010
  • Share Class size2,798Mn
  • Base currencyGBP
  • ISIN GB00B5VLFH80

Purchase Info

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

Charges

  • Annual management1.50%
  • 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 the currency and currencies indicated).