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Artemis Income's 25-Year Journey: Lessons Learned Amidst Market Turbulence
ByAinvest
Friday, Jul 18, 2025 9:46 am ET1min read
Artemis Income, a £5.1bn fund, has seen significant growth over its 25-year history, returning 685.2% since its inception in June 2000 compared to the FTSE All Share Target Return GBP's 271.5%. Managers Adrian Frost and his co-managers have navigated the fund through various market challenges, including the dotcom bubble, Credit Crunch, Brexit, and Covid.
Title: Artemis Income Fund: A Quarter-Century of Resilience and GrowthArtemis Income, a £5.1bn fund, has demonstrated remarkable resilience and growth over its 25-year history, returning 685.2% since its inception in June 2000 compared to the FTSE All Share Target Return GBP's 271.5% [1]. Managed by Adrian Frost and his co-managers, the fund has navigated through various market challenges, including the dotcom bubble, the Credit Crunch, Brexit, and Covid.
The fund's objective is to grow both income and capital over a five-year period. It invests primarily in company shares, with a maximum of 20% allocated to bonds, cash, and other transferable securities. The fund also uses derivatives for efficient portfolio management and risk reduction [2].
Citizens Financial Group (CFG) reported strong financial results for the second quarter of 2025, with net interest income (NII) growth of 3.3% sequentially. The company's CEO, Bruce Winfield Van Saun, highlighted the "rock solid" balance sheet and continued share repurchases. CFG also announced a new multiyear initiative titled "Reimagining the bank," aimed at leveraging AI and Agentic AI to redesign service delivery and improve efficiency [3].
Artemis Income's performance reflects the fund's ability to adapt to changing market conditions and maintain a disciplined investment strategy. Despite the challenges faced over the years, the fund has consistently delivered strong returns, demonstrating the effectiveness of its long-term investment approach.
References:
[1] https://citywire.com/wealth-manager/news/avoid-thick-files-artemis-incomes-seven-lessons-from-last-25-years/a2469928
[2] https://www.fidelity.co.uk/factsheet-data/factsheet/GB00B2PLJH12-artemis-income-fund-class-i-acc/performance
[3] https://seekingalpha.com/news/4468591-citizens-outlines-3-percent-to-4-percent-q3-net-interest-income-growth-as-new-strategic
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