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Old Mutual Artemis Income A Inc

Ranked 42 out of 108 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.

Objective

To achieve long-term capital growth for investors. The Fund invests primarily in the shares of companies incorporated or listed in the UK and will normally have an emphasis on small or medium sized companies. The Fund may also invest in collective investment schemes. Small and medium sized companies are those whose market capitalisation is lower than that of companies in the FTSE 100 Index at the time of the Fund’s investment.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.4% 3.2% 1.2%
2016 8.0% -2.0% 0.4% 7.0% 2.6%
2015 5.1% 5.2% -0.8% -3.3% 4.2%
2014 4.9% -0.6% 2.6% 2.4% 0.5%
2013 1.0% 4.7% 5.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date27/03/2013
  • Share Class size65Mn
  • Base currencyGBP
  • ISIN GB00B98G0H92

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

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