Artemis Monthly Distribution I Acc

Fund
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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History3.70%
  • 3 Year sharpe-0.02
  • 3 Year alpha-4.29
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 20-60%Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.84%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupArtemis
  • DomicileUnited Kingdom
  • ISINGB00B75F9Z67

Investment Strategy

The Fund aims to generate monthly income, combined with some capital growth over a five year period. The Fund invests 40%-80% in bonds (of any credit quality) and 20%-60% in company shares. The fund may also invest in near cash, other transferable securities, other funds (up to 10%) managed by Artemis and third party funds, money market instruments, and derivatives.

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