Artemis Monthly Distribution I Acc

Citicode
10ED
Launch Date
21-05-2012
Fund Size
£962,839,708
Yield
4.20%
Ongoing Charge
0.84%
Fund Managers
David Ennett
Jack Holmes
Jacob de Tusch-Lec
James Davidson
Benchmark: IA Mixed Investment 20-60% Shares
Investment
Artemis Monthly Distribution I Acc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

To generate monthly income, combined with some capital growth over a five year period.

Top 10 Holdings

Asset Class

Fund Manager

David Ennett

Start Date

30-09-2022

Bio

David joined Artemis in February 2019 from Kames Capital, where he was Head of High Yield. Prior to this he was Head of European High Yield at Standard Life Investments and previously a high yield portfolio manager at Old Mutual Asset Managers in London. David began his career in leveraged finance with roles in banking in Sydney with NAB, and in London with RBS and CIBC. He graduated from the Australian National University with a degree in Political Science and Economics in 2001 and is a CFA charterholder. He co-manages Artemis‘ ‘global high yield‘ strategies, the bonds component of Artemis‘ ‘monthly distribution‘ strategy and Artemis‘ ‘high income‘ strategy.

Fund Manager

Jack Holmes

Start Date

30-09-2022

Bio

Jack co-manages Artemis’ 'global high yield bond' strategy, 'high income' strategy and 'target return bond' strategy, plus the bonds element of Artemis‘ ‘monthly distribution‘ strategy. Jack joined Artemis in June 2019 from Kames Capital, where since 2016 he co-managed a range of high yield bond funds and was involved in the management of the Strategic Bond strategy. Before that, he was an investment analyst at Standard Life Investments. Jack began his career as an economist at Cambridge Econometrics after graduating from Trinity College Dublin with a first class honours degree in economics. He is a CFA charterholder.

Fund Manager

Jacob de Tusch-Lec

Start Date

21-05-2012

Bio

Jacob has managed Artemis’ global income strategies since July 2010. He also manages, with Jack Holmes, David Ennett and James Davidson, Artemis’ ‘monthly distribution’ multi-asset strategy, which launched in May 2012. Having joined Artemis in 2005, he managed a UK equity strategy 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).

Fund Manager

James Davidson

Start Date

13-09-2021

Bio

After a BA in Economics from the University of Sussex (1992) and a MSc in Economic History from the University of Oxford (1993), James joined Baillie Gifford as an analyst in the US equities team. He then moved to Morgan Grenfell as an analyst and, latterly, a manager of US equities before 13 years at Bank of America Merrill Lynch, where he co-founded and later ran BAML’s global equity sales team. In 2013 James became a portfolio manager at JP Morgan, where he ran global equity income portfolios. He joined Artemis’ global income team in 2018 and co-manages the equities in Artemis’ ‘monthly distribution’ strategy. James is a CFA charterholder.

Data source:

All financial data is supplied by FE

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