|Asset Group||Asset Sub-Group||Investment Category|
|Equities||Global equity income||Adventurous|
The fund’s assets have grown significantly over time to £2.7 billion, while maintaining a bias towards small and medium-sized companies and an erratic performance profile versus peers and the MSCI World High Dividend Yield index. However, its distinctiveness remains a key selling point. While most equity income funds heavily rely on bottom-up stockpicking, macro analysis also plays an important role at this fund.
Jacob de Tusch-Lec, its manager since inception, firstly considers Artemis’s views on the world economy and the outlook for various countries and regions. His macro views have favoured value stocks, cyclical sectors and emerging markets in recent years. He further differentiates the fund by looking outside the traditional universe of dividend stocks, which leads him away from large company names and further down the market-capitalisation ladder.
Past performance of the underlying constituents is not a guarantee of future performance. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest.
Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab.
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