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Artemis Income

Ranked 67 out of 107 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Adrian Frost

Adrian Frost entered the world of money management in 1979 as a stockbroker. He joined Deutsche Asset Management in 1983 and became a director in 1990. His appointment as head of UK equities in 1996 saw him take charge of a 40 strong team of investment managers running approximately £5 billion of funds. Frost made the switch to Artemis in 2001 where he works in tandem with co-manager Adrian Gosden. Together the two Adrians look after the Artemis Income fund with Frost acting as lead manager. The duo employ a blended / multi cap stock selection style and also manage the Artemis High Income fund. Born in Newton Abbot, Devon in October 1957, Frost holds a degree in Geography from Jesus College, Cambridge and is a keen cook and father to six children.

Adrian Gosden

Adrian Gosden joined Artemis from SG Asset Management in October 2003 and co-managed the Artemis Income and Artemis High Income funds alongside Adrian Frost. He left the group in June 2016. Prior to joining Artemis, Gosden managed a number of accounts for institutional clients and co-managed the retail SocGen UK Income fund with Nicola Horlick. He joined SG Asset Management after spells with Andersen Consulting and Robert Fleming. Born in Horsham, Sussex, in 1970, he gained a first class degree in Chemistry from St Hugh's College, Oxford.

Nick Shenton


Showing fund performance in United Kingdom View performance globally


UK Equity Income over : 31/05/2015 - 31/05/2016
  • Rank 67/107 Total Return
  • Rank 68/107 Standard Deviation
  • Rank 64/107 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -2.0%
2015 4.9% 5.2% -1.1% -3.5% 4.4%
2014 4.0% -0.7% 2.6% 1.7% 0.4%
2013 24.3% 11.4% 1.4% 4.4% 5.4%
2012 14.6% 6.4% -0.2% 5.5% 2.3%
2011 0.6% 1.2% 2.4% -9.3% 7.0%
2010 12.3% 4.6% -7.2% 10.2% 4.9%
2009 21.3% -11.4% 11.4% 17.6% 4.6%
2008 -22.3% -12.0% -1.3% -5.9% -4.9%
2007 2.5% 2.8% 3.1% -2.8% -0.5%
2006 19.2% 7.4% -2.5% 5.7% 7.6%
2005 24.3% 4.8% 5.7% 7.3% 4.6%
2004 17.1% 2.1% 3.3% 3.0% 7.7%
2003 30.4% -4.2% 19.5% 5.8% 7.6%
2002 -15.2% 5.7% -5.1% -15.9% 0.4%
2001 -5.4% -2.8% 5.2% -15.8% 9.8%
2000 26.5% 7.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
AstraZeneca PLC ORD 3.85
Imperial Brands PLC ORD 3.48
Lloyds Banking Group PLC ORD 3.43
Relx PLC ORD 3.41
BT Group PLC ORD 3.13
GlaxoSmithKline PLC ORD 3.12
Informa PLC ORD 2.86
Royal Dutch Shell Plc B ORD 2.86
3i Group PLC ORD 2.79
Direct Line Insurance Group PLC ORD 2.68

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date06/06/2000
  • Share Class size6,581Mn
  • Base currencyGBP
  • ISIN GB0006572464

Purchase Info

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


  • 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).