Artemis Global Income Inclusive - Class R - Income (GBP)
Our view on this Fund
This fund is on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. However, this is not a recommendation to buy.
This fund aims to provide a healthy, steadily growing income coupled with some long-term capital growth. The fund's mix of different companies and value-focused approach means it often performs quite differently than many others in the Global Equity Income sector. It could work well with more growth-focused funds, be used to add some international exposure to UK-centric portfolios, or as a way to diversify a broader income investment portfolio.
The fund is managed by Jacob de Tusch-Lec. As a natural contrarian he is prepared to invest in areas others avoid, including less popular companies. He has stayed true to his philosophy during tougher periods, but he will also be flexible and tweak and adapt how he invests depending on market conditions. He is one of the most experienced global income managers, and has the support of a strong income team at Artemis as well as other global analysts.