For professional advisers only. This is a marketing communication.
Important information
In association with
The Artemis Monthly Distribution Fund
Launched in May 2012, the Artemis Monthly Distribution Fund is a multi-asset income strategy that seeks to provide consistent income using a simple combination of equity and bonds.
In this Fund in 5ive, co-manager Jack Holmes and investment director Josh Passmore discuss how the fund achieves true diversification by looking beyond the usual suspects to have beaten its peer group over all time frames*.
*Source: Lipper as at 31 December 2025.
Important information
FOR PROFESSIONAL INVESTORS AND/OR QUALIFIED INVESTORS AND/OR FINANCIAL INTERMEDIARIES ONLY. NOT FOR USE WITH OR BY PRIVATE INVESTORS. This is a marketing communication. Before making any final investment decisions, and to understand the investment risks involved, refer to the fund prospectus and KIID/KID, available in English and in your local language (depending on local country registration), from the relevant fund page or literature section on www.artemisfunds.com. The documents can also be found on www.fundinfo.com.
CAPITAL AT RISK. All financial investments involve taking risk and the value of your investment may go down as well as up. This means your investment is not guaranteed and you may not get back as much as you put in. Any income from the investment is also likely to vary and cannot be guaranteed.
Investment in a fund concerns the acquisition of units/shares in the fund and not in the underlying assets of the fund.
The fund is an authorised unit trust scheme. For further information, visit www.artemisfunds.com/unittrusts.
Any research and analysis in this communication has been obtained by Artemis for its own use. Although this communication is based on sources of information that Artemis believes to be reliable, no guarantee is given as to its accuracy or completeness.
Past performance is not a guide to the future. Performance does not take account of any costs incurred when investors buy or sell the fund. Returns may vary as a result of currency fluctuations if the investor's currency is different to that of the class. This class may have charges or a hedging approach different from those in the IA sector benchmark.
Third parties (including FTSE and MSCI) whose data may be included in this document do not accept any liability for errors or omissions. For information, visit www.artemisfunds.com/third-party-data.
Any forward-looking statements are based on Artemis’ current expectations and projections and are subject to change without notice.
Third party endorsements are not a recommendation to buy. For sources, dates and other information, visit www.artemisfunds.com/endorsements.
Issued by Artemis Fund Managers Ltd which is authorised and regulated by the Financial Conduct Authority.
For professional advisers only. This is a marketing communication.
The Artemis Monthly Distribution Fund
Launched in May 2012, the Artemis Monthly Distribution Fund is a multi-asset income strategy that seeks to provide consistent income using a simple combination of equity and bonds.
In this Fund in Five, co-manager Jack Holmes and investment director Josh Passmore discuss how the fund achieves true diversification by looking beyond the usual suspects to have beaten its peer group over all time frames.
*Source: Lipper as at 31 December 2025.
Important information
FOR PROFESSIONAL INVESTORS AND/OR QUALIFIED INVESTORS AND/OR FINANCIAL INTERMEDIARIES ONLY. NOT FOR USE WITH OR BY PRIVATE INVESTORS. This is a marketing communication. Before making any final investment decisions, and to understand the investment risks involved, refer to the fund prospectus and KIID/KID, available in English and in your local language (depending on local country registration), from the relevant fund page or literature section on www.artemisfunds.com. The documents can also be found on www.fundinfo.com.
CAPITAL AT RISK. All financial investments involve taking risk and the value of your investment may go down as well as up. This means your investment is not guaranteed and you may not get back as much as you put in. Any income from the investment is also likely to vary and cannot be guaranteed.
Investment in a fund concerns the acquisition of units/shares in the fund and not in the underlying assets of the fund.
The fund is an authorised unit trust scheme. For further information, visit www.artemisfunds.com/unittrusts.
Any research and analysis in this communication has been obtained by Artemis for its own use. Although this communication is based on sources of information that Artemis believes to be reliable, no guarantee is given as to its accuracy or completeness.
Past performance is not a guide to the future. Performance does not take account of any costs incurred when investors buy or sell the fund. Returns may vary as a result of currency fluctuations if the investor's currency is different to that of the class. This class may have charges or a hedging approach different from those in the IA sector benchmark.
Third parties (including FTSE and MSCI) whose data may be included in this document do not accept any liability for errors or omissions. For information, visit www.artemisfunds.com/third-party-data.
Any forward-looking statements are based on Artemis’ current expectations and projections and are subject to change without notice.
Third party endorsements are not a recommendation to buy. For sources, dates and other information, visit www.artemisfunds.com/endorsements.
Issued by Artemis Fund Managers Ltd which is authorised and regulated by the Financial Conduct Authority.