Artemis Monthly Distribution Fund

This fund is likely to appeal to those investors seeking income from a globally diversified portfolio.

In the dim distant past managed funds enabled investors to select a fund which invested globally across equities and bonds. The concept of these has shifted as the performance tended to be mediocre and investors wanted to choose different managers to invest across different sectors, regions and asset classes.

When I met with the managers of the fund I was surprised to find this was a managed fund. I think what I liked about the fund was that it was launched three years ago and little was done at the time to promote the fund. The managers have been gradually building their reputation and delivering solid numbers (although past performance is no guide to the future).

Ultimately as the managers said this fund is about delivering a good yield (income) in a market starved of yield. Their target is 4% a year, currently they are paying 4.1%.

This update is more of an update on the fund and future updates should focus on positioning.

Fund Facts Morningstar


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