Artemis Global Income I Acc

Name
Artemis Global Income Fund I Acc
Manager
Artemis Fund Managers Limited
Type
Unit Trust
ISIN
GB00B5ZX1M70
Sector
LC00002225
Launched
19/07/2010
OCF
0.83 %
Risk Rating
5
3 Year Sharpe
0.81
3 Year Alpha
-0.62
Yield
3.2 %
Benchmark
MSCI ACWI NR GBP
The objective of the Fund is to achieve a rising income combined with capital growth primarily from a portfolio of equities selected on a global basis.
Holding%
General Motors Co4.90 %
Tokai Carbon Co Ltd3.61 %
Infrastrutture Wireless Italiane SpA3.23 %
POSCO Chemtech Co Ltd3.04 %
Micron Technology Inc2.56 %
Rai Way SpA2.48 %
Citigroup Inc2.46 %
Zions Bancorp NA2.32 %
Bank Leumi Le-Israel BM2.20 %
Synchrony Financial1.98 %
Region%
United States39.84 %
Eurozone19.82 %
Middle East7.92 %
Europe - ex Euro7.51 %
Japan5.80 %
Asia - Emerging5.64 %
Asia - Developed5.31 %
Sector%
Financial Services21.85 %
Basic materials17.47 %
Industrials12.62 %
Consumer Cyclical11.82 %
Energy10.53 %
Technology10.16 %
Communication Services5.59 %
Name
Artemis Fund Managers Limited
Address
SW1A 1LD, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Jacob Brahms

Joined 05/01/2016

Sam Morley

Joined 04/30/2016

Jacob de Tusch-Lec

Joined 07/19/2010

Jacob has managed the Artemis Global Income Fund since launch in July 2010 and the Artemis Global Equity Income Fund since launch in June 2015. He has also managed, with James Foster, the Artemis Monthly Distribution Fund since its launch in May 2012. Having joined Artemis in 2005, he managed the Artemis Capital Fund from January 2006 until June 2010. Jacob began his career in 1998 at BankInvest, one of Scandinavia's largest independent fund managers. In 2002 he joined Merrill Lynch as vice-president of pan-European equity strategy. Jacob holds a BA and an MSc in economics from the University of Copenhagen; and an MBA from the Stern School of Business at New York University (NYU). He is a member of Artemis' executive committee.

Data provided by Morningstar.

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