Artemis Monthly Distribution I Acc
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Management
| Name of company | Artemis Fund Managers Limited |
| Phone | +44 8000922051 |
| Website | www.artemisfunds.com |
| Address | Artemis Fund Managers Limited 57-59 St James’s Street London SW1A 1LD United Kingdom |
Fund
| Domicile | GBR |
| Legal structure | Unit Trust |
| UCITS | Yes |
| Inception date | 21/05/2012 |
Managers
| Fund manager | James Davidson |
| Manager start date | 13/09/2021 |
| Biography | 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. James is a CFA charterholder. |
| Fund manager | Jacob de Tusch Lec |
| Manager start date | 21/05/2012 |
| Biography | Jacob’s career in investment management began in 1998 at Copenhagen-based BankInvest, one of the largest independent fund managers in Scandinavia, where he was a portfolio manager on the Central and Eastern European/Russia Equity Unit Trust. In 2002 he joined Merrill Lynch’s global equity macro research department as vice president of pan-European equity strategy. He returned to managing money in 2005 when he joined Artemis. 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), specialising in international economics and finance. During his time at NYU he was a teaching assistant under the internationally acclaimed economist, Professor Nouriel Roubini. |
| Fund manager | David Ennett |
| Manager start date | 30/09/2022 |
| Biography | David Ennett is Head of High Yield in the Fixed Income team. He joined us in 2016 from Standard Life Investments, where he was head of European high yield and manager of the SLI Higher Income Bond Fund and SLI European High Yield Bond Fund. Before that, David worked for Old Mutual Asset Managers, CIBC World Markets and M&G in a variety of analysis and portfolio management roles. He has a degree in Political Science and Economics from the Australian National University in Canberra, and completed an MBA at Imperial College, London. David is a CFA Charterholder. |
| Fund manager | Jack Holmes |
| Manager start date | 30/09/2022 |
| Biography | Jack, a native of Omaha, joined the WealthPlan team at the end of 2014. He spearheads the investment analysis and portfolio management areas. Jack most recently spent three years as a portfolio manager and research analyst for a local independent trust company and, prior to that, spent four years working in corporate risk management and retirement account services for a national broker-dealer. Jack obtained a Master’s degree in Security Analysis and Portfolio Management from Creighton University and a Bachelor of Science degree from Colorado State University in Finance. |
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