Artemis Income
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.
Objective
The objective of the Fund is to achieve a rising income combined with capital growth from a portfolio primarily made up of investments in the United Kingdom. The Manager actively manages the portfolio in order to achieve the objective with exposure to ordinary shares, preference shares, convertibles and fixed interest securities. The Manager will not be restricted in respect of choice of investments either by company size or industry, or in terms of the geographical split of the portfolio. The Fund may also invest in other transferable securities, units of collective investment schemes, money market instruments, warrants, cash and near cash, derivatives and forward transactions and other investments to the extent that each is permitted by the Regulations.
Performance
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Rank 18/109 Total Return
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Rank 11/109 Standard Deviation
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Rank 10/109 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 16 | TB Evenlode Income B Acc | GBP | 4.1% |
| 17 | Schroder Income Maximiser A Acc | GBP | 4.0% |
| 18 | Artemis Income R Inc | GBP | 3.9% |
| 19 | St James's Place UK & International Income Acc | GBP | 3.8% |
| 20 | AXA Framlington Monthly Income R Inc | GBP | 3.5% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 9 | VT Odd Real Income GBP A Acc | GBP | 5.8 |
| 9 | Old Mutual Artemis Income A Inc | GBP | 5.8 |
| 11 | Artemis Income R Inc | GBP | 5.8 |
| 12 | CFP SDL Free Spirit Inc | GBP | 6.2 |
| 13 | LF Miton UK Multi Cap Income Ret A Acc | GBP | 6.3 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 8 | Artemis Institutional UK Equity Income Dist | GBP | -3.5% |
| 9 | TB Evenlode Income B Acc | GBP | -3.6% |
| 10 | Artemis Income R Inc | GBP | -3.7% |
| 11 | Majedie UK Income X Inc | GBP | -3.8% |
| 12 | Old Mutual Artemis Income A Inc | GBP | -3.9% |
| 12 | St James's Place UK & International Income Acc | GBP | -3.9% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -3.7% | ||||
| 2017 | 11.8% | 3.6% | 3.7% | 1.3% | 2.8% |
| 2016 | 9.7% | -2.0% | 0.7% | 8.0% | 2.8% |
| 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
Registered For Sale In
- United Kingdom
Fund Info
- Launch date06/06/2000
- Share Class size5,958Mn
- Base currencyGBP
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ISIN GB0006572464
Purchase Info
- Min. initial investment1,000
- Min. regular additional investment50
Charges
- Annual management1.50%
- Initial investment1.5