Artemis Monthly Distribution I Acc

Fund

Fund Info

  • Yield History4.05%
  • 3 Year sharpe0.97
  • 3 Year alpha0.9
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 20-60%Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.84%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupArtemis
  • DomicileUnited Kingdom
  • ISINGB00B75F9Z67

Investment Strategy

The Fund aims to achieve an income in addition to capital growth. The Fund aims to achieve its objective by investing in a globally diversified portfolio of assets. Exposure will normally be to global equities, bonds and cash. The proportion of the Fund allocated to each asset class as well as the underlying stock selection will be actively managed.