Artemis Income Fund I Acc

Artemis Income Fund I Acc
Artemis Fund Managers Limited
Unit Trust
UK Equity Income
0.8 %
Risk Rating
3 Year Sharpe
3 Year Alpha
4.1 %
The objective of the Fund is to achieve a rising income combined with capital growth from a portfolio primarily made up of investments in the United Kingdom. The Manager actively manages the portfolio in order to achieve the objective with exposure to ordinary shares, preference shares, convertibles and fixed interest securities.
Holding %
3i Ord 5.58 %
BP PLC 5.26 %
RELX PLC 4.72 %
Royal Dutch Shell PLC B 4.29 %
GlaxoSmithKline PLC 3.85 %
Tesco PLC 3.31 %
Informa PLC 3.28 %
Segro PLC 3.25 %
Legal & General Group PLC 3.04 %
Rio Tinto PLC 2.79 %
Region %
United Kingdom 89.69 %
Eurozone 8.64 %
Sector %
Financial Services 27.47 %
Consumer Cyclical 19.11 %
Consumer Defensive 11.24 %
Energy 10.88 %
Industrials 8.37 %
Healthcare 6.77 %
Real Estate 5.41 %
Basic materials 5.41 %
Artemis Fund Managers Limited
SW1A 1LD, London, United Kingdom
Legal Structure
Unit Trust


Andy Marsh
Joined 02/01/2018
Nick Shenton
Joined 10/01/2012

Nick manages income mandates alongside Adrian Frost. After studying economics with French at the University of Nottingham, he started his career at F&C Asset Management in 2003. He spent four years there as an analyst and assistant fund manager on the UK and pan-European equities desks. In 2007 Nick moved to Polar Capital as a fund manager on the UK long/short equity hedge fund. He joined Artemis in 2012.

Adrian Frost
Joined 01/01/2002

Adrian manages the Artemis Income Fund, which he took over when he joined the firm in January 2002, and several institutional income mandates. After graduating from Jesus College, Cambridge, Adrian began his career at Deutsche Asset Management (Morgan Grenfell) in 1983. He was appointed a director there in 1990 and head of UK equities in 1996. Until July 2015, Adrian also managed the Artemis High Income Fund.

Data provided by Morningstar.

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